Transport & Logistics Barometer 2021 mid-year analysis M&A deals, joint ventures and strategic alliances in the transport and logistics industry This publication has been developed in collaboration between the PwC Transportation and Logistics practice alongside Strategy&, PwCs global strategy consulting business. Our purpose is to build trust in society and solve important problems. Strategy& is a global strategy consulting business uniquely positioned to help deliver your best future: one that is built on differentiation from the inside out and tailored exactly to you. As part of PwC, every day we’re building the winning systems that are at the heart of growth. We combine our powerful foresight with this tangible know-how, technology, and scale to help you create a better, more transformative strategy from day one. As the only at-scale strategy business that’s part of a global professional services network, we embed our strategy capabilities with frontline teams to show you where you need to go, the choices you’ll need to make to get there, and how to get it right. pwc.de ? 2021 PricewaterhouseCoopers GmbH Wirtschaftsprüfungsgesellschaft. All rights reserved. In this document, “PwC” refers to PricewaterhouseCoopers GmbH Wirtschaftsprüfungsgesellschaft, which is a member firm of PricewaterhouseCoopers International Limited (PwCIL). Each member firm of PwCIL is a separate legal entity. 3 | 20 July 2021 Transport & Logistics Barometer Agenda 1 Highlights 2 Key issues for the industry 3 Freight transport and logistics 4 Shipping 5 Aviation 6 Outlook 7 A