French logistics giant CMA CGM will invest USD 20 bn in the US’ maritime and logistics sectors over the next four years, according to a press release published last week. The investment will focus on ports, shipbuilding, and air cargo in a bid to bolster exports and create 10k new jobs.

The funds will go towards:

  • Raising the capacity of container ports on the east and west coasts, including in Miami, New York, Los Angeles, Dutch Harbor, and Houston.
  • Tripling the company’s portfolio of US-flagged vessels to 30.
  • Developing 400 new warehouses and automotive logistics platforms aimed at levelling up stateside supply chains.
  • Establishing an air cargo hub in Chicago and equipping it with five new Boeing 777 aircraft.
  • Launching a new logistics R&D hub in Boston with a focus on robotics and automation.

Logistics giant DHL Group saw its net income climb 12.1% y-o-y — based on our own calculations — to EUR 1.1 bn in 4Q 2024, earnings release (pdf) released on Thursday. The firm’s revenues also bumped 6.4% y-o-y to EUR 22.7 bn.

On a yearly basis: DHL’s bottom line dropped nearly 9.3% y-o-y to EUR 3.3 bn in FY 2024, while its topline increased 3% y-o-y to EUR 84.2 bn.

What they said: “We expect the global political and economic situation to remain volatile in 2025. However, we want to continue growing in this environment and are focusing on the measures we can control,” CEO Tobias Meyer said. The firm’s Express division suffered from volatile market conditions partially due to Red Sea disruptions, which was partially offset by DHL’s first ever peak season demand surcharge.

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