We kick off this episode by heading north, where DP World is expanding its Canadian supply chain presence with a brand-new freight forwarding office in Quebec. This strategic expansion arrives just as the Montreal Port Authority prepares to build a massive terminal that will more than double the region's container capacity.

Next, we dive into the maritime defense sector as a South Korean-owned shipyard in Philadelphia secures its very first U.S. Navy contract since being acquired in 2024. Hanwha Defense USA will partner with a naval design firm to develop agile supply vessels that can refuel and rearm combat ships directly at sea.

Finally, the battle over a massive railway merger is heating up as a Union Pacific executive fires back at Canadian National over disputed traffic data. UP accuses its rival of making inaccurate claims about the merger's projected impact, pointing out that both companies actually used the exact same expert for their respective traffic studies.

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