In addition to dismantling long-held assumptions about how bad disruption can get or how high freight rates can go, the current environment is taking a hacksaw to previous assumptions about who does what. Ocean carriers used to leave logistics services to logistics providers, but after multiple acquisitions, few now doubt Maersk’s commitment to becoming an end-to-end carrier or are surprised when CMA CGM begins acquiring a fleet of cargo planes. The ground is shifting in other ways, too. DP World, a terminal operator, acquired the feeder line Unifeeder and is expanding end-to-end; Abu Dhabi ports are buying feeder ships; and startup tech firms such as project44 and FourKites are redefining visibility through technology and making incumbents nervous in the process. What is driving leading players to rethink their business models? How will the picture evolve, and what does it mean for shippers seeking to determine the optimal lineup of business partners? Ulrik Sanders, who leads the shipping practice at shipping consultant BCG and who and has been deeply involved in these changes, will tell us what it all means.