罗宾升国际货运Mike Short：2026年海运空运格局调整，AI正在重塑供应链韧性

Core Insights - The global logistics landscape is undergoing a structural transformation, driven by supply-demand dynamics, trade policy changes, transportation innovations, and AI technology integration [1] Group 1: Maritime and Air Freight Market Dynamics - The maritime market in 2026 will exhibit a coexistence of supply growth and structural forces, with an expected addition of approximately 1.5 million TEU capacity, potentially leading to downward pressure on freight rates [2] - Current market complexities include Suez Canal detours and congestion at major ports, which are tightening effective capacity in the short term, while longer routes and decreased operational efficiency will continue to impact the market [2] - The air freight market is experiencing steady growth, with global air cargo volume increasing by 5.1% year-on-year, led by a 7.4% increase from Asia-Pacific airlines [2] Group 2: Trade Policy and Supply Chain Resilience - Trade policies remain the largest variable affecting global supply chains, with rapid changes in U.S. policies reshaping the trade landscape and influencing procurement decisions, cost structures, and inventory strategies [3] - Companies are encouraged to enhance route flexibility and procurement adaptability to navigate potential market fluctuations [2] Group 3: AI-Driven Supply Chain Innovations - The launch of the Agentic supply chain system by the company in October 2025 marks the beginning of the "Agentic Supply Chain" era, utilizing advanced AI to optimize global supply chains [4] - The Always-On Logistics Planner™, a digital platform comprising over 30 interconnected AI agents, is executing millions of transportation tasks that were previously challenging to automate [4] - The integration of advanced AI technology with a vast global logistics database and expert teams is driving the development of a more intelligent and efficient supply chain system [4] Group 4: Operational Scale and Data Utilization - The company processes over 37 million shipments annually, averaging more than 100,000 shipments per day, allowing for the training of AI models based on real-world complexities [4] - AI technology is being leveraged to extract value from unstructured data, enhancing logistics platform updates and improving delivery predictions, thereby elevating customer experience [4] - The market volatility in 2026 will continue to be shaped by structural forces, necessitating companies to build resilient supply chains while embracing technology and ensuring agility and innovation [4]