필사 모드: AI Shipping, Logistics, and Supply Chain 2026 Complete Guide - Deep Dive on Project44, FourKites, Convoy, Flexport, ShipBob, Loadsmart, Blue Yonder, and o9 Solutions
EnglishPrologue: In 2026, the supply chain is being redrawn
Five years after the end of the COVID pandemic, the global supply chain of 2026 looks completely different. China+1 sourcing strategies, the tariff policies of the second Trump administration, and a simultaneous push toward reshoring, nearshoring, and friend-shoring have all converged, with Mexico and Vietnam emerging as new manufacturing hubs. And at the center of all these flows sits AI.
This article maps the entire 2026 AI logistics stack: real-time visibility, digital forwarding, trucking marketplaces, 3PL fulfillment, WMS and TMS, demand forecasting, last-mile delivery, autonomous trucking, drone delivery, Korean and Japanese logistics, and sustainability. It is not a simple product roundup. Like the bankruptcy and rebirth of Convoy, we also cover the market's pivotal events and actual prices and adoption cases.
1. The macro environment of the 2026 supply chain
Let us start with the macro environment. First, **China+1 sourcing** has fully taken hold. Apple diversified production into India and Vietnam, and Samsung expanded its Vietnamese lines. Second, **the second Trump tariff regime** has been in effect since 2025, placing tariffs of over 60 percent on Chinese-made items in some categories, with 25 percent tariffs hanging as threats over Mexico and Canada. Third, **AI has become ubiquitous**. Companies that in 2024 said they were "considering AI adoption" are by 2026 running LLM-based routing, demand forecasting, and anomaly detection in production, not just in demos.
As these three currents converge, the 2010s idea of a "single global supply chain" has been retired and replaced by a new late-2020s paradigm: regionalization, multi-sourcing, and AI optimization.
2. Real-time visibility platforms
The first area to grow was real-time visibility — the market for tracking, minute by minute, where containers are and when trucks will arrive.
- **Project44**: The market leader. Covers ocean, road, rail, and air modes, with a network of more than 75,000 carriers in 175 countries. In 2024 it hired an executive from LinkedIn to double down on AI-driven insights.
- **FourKites**: Project44's rival. Chicago-based, with a network of more than 600,000 trucks and containers. It markets AI-based ETA accuracy as its main strength.
- **Tive**: IoT tracker hardware plus SaaS. Cellular single-use and reusable trackers provide visibility from inside the cargo itself.
- **Roambee**: Combines IoT devices with AI predictions. Strong in pharma and food cold chain.
- **Overhaul**: Specialized in high-value cargo and secure transport. Shines in pharma (especially GLP-1 obesity drugs and other cold-chain shipments).
3. Project44 vs FourKites — the two-horse race in visibility
Looking more closely at the differences between the two: Project44 follows an **API-first, data-breadth** strategy. It integrates deeply with ERP, TMS, and WMS systems and spans a wide carrier network. FourKites follows an **AI- and analytics-first** strategy, investing more in predictive ETA, delay alerts, and supply-chain simulations.
Neither company publishes pricing (enterprise sales only), but industry estimates start around USD 100,000 per year and scale with container and shipment volume. Mid-sized shippers tend to pick one or the other, while global enterprises often run both platforms in parallel.
4. Digital forwarders — the rise and fall of Flexport
The market for digital ocean and air freight forwarding was once the hottest sector in logistics. Then the 2023 to 2024 deflation brought big changes.
- **Flexport**: Once a unicorn valued at USD 8 billion. With CEO Ryan Petersen's return in 2023, it cut more than 30 percent of staff. In 2024 it bought the assets of bankrupt Convoy and created the Flexport Convoy business unit. From 2025 it focused on cost discipline with a goal of turning profitable.
- **Forto**: A European digital forwarder (Berlin-based). Strong on Europe-Asia trade lanes.
- **iContainers**: Acquired by Maersk. A self-service booking platform for small and mid-sized shippers.
- **Container xChange**: A container leasing and trading marketplace. Solves the problem of empty container repositioning.
The lesson from Flexport is clear: digitization alone is not enough. In a low-margin freight industry, the central question was **how to actually create margin**.
5. Trucking marketplaces — the death and rebirth of Convoy
The US trucking marketplace took a huge hit in 2023.
- **Convoy**: Announced a sudden shutdown in October 2023. It had been the flagship of digital brokerage matching shippers and carriers, but it collapsed alongside a plunge in freight rates (a 30 percent drop in the FRI index). Its assets were sold to Flexport in 2024 and reborn as Flexport Convoy. Most of its workforce was new hires, however, and only parts of the original Convoy algorithms and data carried over.
- **Uber Freight**: Still operating. After acquiring Transplace for USD 2.2 billion, it integrated TMS as well, and now sits as one of Uber's revenue pillars.
- **Loadsmart**: Freight automation plus matching. Differentiates via AI instant pricing. Announced a swing to profitability in 2024.
- **Transfix**: Became a private company after Series E funding. Focused on AI routing.
- **Truckstop and DAT**: Load-board classics with more than 30 years of history. Even as digital brokerage shook, these survived. More than one million freight matches per day.
6. The nature of the rate cycle
Why did Convoy fail while Truckstop survived? It comes down to the nature of the rate cycle. Trucking is a market in which supply (the number of trucks) and demand (the volume of freight) are perpetually mismatched. After the 2021 to 2022 pandemic boom that flooded the road with trucks, freight volume slumped in 2023 and rates collapsed. Digital brokers operated on thin margins and could not hit breakeven, while pure matching platforms like load boards live off commissions and were therefore less exposed to the rate cycle.
7. 3PL fulfillment — the back office of e-commerce
The explosion of D2C and e-commerce expanded the 3PL (Third-Party Logistics) market as well.
- **ShipBob**: The leading D2C 3PL. Fulfillment centers in the US, Canada, UK, Australia, and EU. Strong Shopify and WooCommerce integrations. USD 2 to 5 per package plus storage fees.
- **Shippo**: A shipping API platform. Issues labels for dozens of carriers including UPS, FedEx, USPS, and DHL through a single API.
- **EasyPost**: Shippo's rival. More developer-friendly (better SDKs and documentation). USD 150 million Series C in 2022.
- **Shipmnts** (India) and **AfterShip** (Hong Kong): Global tracking and notifications. AfterShip in particular has become a standard tool for D2C brands.
Fulfillment 3PLs like ShipBob have taken root as alternatives to Amazon FBA. As FBA grew more expensive (especially long-term storage fees) and tightened policy control over sellers, an "FBA exodus" trend emerged.
8. WMS — a map of the warehouse management system market
The warehouse management system (WMS) market is highly fragmented.
- **Manhattan Associates Active Omni**: The enterprise standard. Omnichannel inventory and order management. Deployment costs in the millions of dollars.
- **Blue Yonder**: Acquired by Panasonic for USD 7.1 billion in 2021. Combines WMS, TMS, and S&OP. Pricing is steep (multi-million-dollar licenses plus implementation fees), but many of the global top 1,000 enterprises use it.
- **Oracle WMS Cloud and SAP EWM**: ERP integration is their core strength. A natural choice for organizations already running Oracle or SAP ERP.
- **Generix Group** (France) and Korber (Germany): Strong in European markets. Excellent integration with automated warehouses (AS/RS, AMR).
- **Logiwa and Extensiv**: Mid-market SaaS. Cloud WMS for 3PL and fulfillment center operators.
- **Cin7 and Veeqo** (acquired by Amazon): For SMB and e-commerce sellers. Reasonable pricing in the USD 100 to 500 per month range.
Enterprise WMS deployments take one to two years and start at millions of dollars. SMB sellers typically begin with free solutions like Veeqo (free for Amazon sellers) and graduate to Logiwa, ShipBob, or NetSuite WMS as they grow.
9. TMS — transportation management systems
The TMS (Transportation Management System) is the core lever for cutting transportation costs.
- **MercuryGate**: A North American TMS veteran. Multimodal and global routing.
- **Cargobase**: Singapore-based. A shipper-focused SaaS TMS with a global sales motion.
- **3GTMS, Alpega, and Aljex**: Mid-market and broker space. Sensible licensing and fast deployments.
- **Blue Yonder TMS and Manhattan TMS**: Strong for enterprise integration (WMS, TMS, and even yard management).
The core TMS capabilities are (1) rate comparison, bidding, and contract management, (2) routing optimization, (3) freight consolidation, (4) shipment tracking, and (5) billing and settlement. AI is most often applied to routing (VRP) and rate prediction.
10. Demand forecasting and S&OP — the rise of o9 Solutions
The brain of the supply chain is demand planning and S&OP (Sales and Operations Planning).
- **o9 Solutions**: The leader in AI-native S&OP. Dallas-based. Built on the concept of "Enterprise Knowledge Graph + AI". USD 2.8 billion valuation in 2022. Many of the global top 100 enterprises have adopted it.
- **Kinaxis Maestro**: Canada-based. The successor product to RapidResponse. Strong on scenario simulation.
- **OMP (Plus One Plus)**: Belgium-based. A heavyweight in manufacturing (especially chemicals and food).
- **ToolsGroup, RELEX, and John Galt**: Mid-market. Strong in inventory optimization. RELEX is Finland-based and dominant in grocery retail.
- **Anaplan**: Taken private by Thoma Bravo in 2022 for USD 10.7 billion. Combines FP&A and S&OP.
The point of o9 is that AI goes beyond simple statistical forecasting: it integrates external signals (weather, social media, macroeconomic indicators) to predict demand and simulate supply chain scenarios. As of 2025, global revenue is around USD 600 million.
11. AI demand forecasting — from statistics to neural networks
The forecasting technology itself has also shifted quickly.
- **Prophet** (Meta open source): Released in 2017. Handles seasonality and holiday effects well but is weak on external variables.
- **Neural Prophet**: A neural-network version of Prophet. Supports external regressors.
- **TimeGPT** (Nixtla): A time-series foundation model. A pre-trained model that attempts zero-shot forecasting.
- **Darts and GluonTS**: Time-series ML libraries. They let you compare a wide range of models (N-BEATS, TFT, DeepAR) through a single interface.
Classical ARIMA and ETS remain useful, but 2026 enterprises combine ML-based forecasting with business rules and human-in-the-loop oversight. Lifting forecast accuracy (FA) from 60 percent to 75 percent can cut inventory costs by 20 to 30 percent.
12. The Vehicle Routing Problem (VRP) — where classics meet neural networks
The central problem in last-mile delivery and pickup is the Vehicle Routing Problem (VRP).
- **OR-Tools** (Google open source): The de facto standard VRP solver. Combines CP-SAT with metaheuristics like Guided Local Search.
- **Routific, OptimoRoute, and Onfleet**: SaaS routing. They run solvers like OR-Tools on the backend and layer on UI, mobile apps, and APIs.
- **NextBillion.ai**: India-based routing and mapping APIs. A challenger to Google Maps.
- **Locus.sh**: An India-based routing SaaS. Strong in Southeast Asia and India.
More recently, Neural Combinatorial Optimization has arrived. Models like POMO and AM (Attention Model) deliver quality similar to metaheuristics with faster inference times. Even so, the enterprise default remains battle-tested solvers like OR-Tools.
13. Inventory optimization — safety stock and reinforcement learning
Inventory optimization solves "how much to order and when". Traditional approaches relied on formulas like EOQ (Economic Order Quantity), (s, S) policies, and the Newsvendor model.
- **RELEX**: A grocery and retail heavyweight. Specialized in chain stores managing hundreds of thousands of SKUs.
- **ToolsGroup**: Multi-Echelon Inventory Optimization.
- **Blue Yonder Luminate Planning**: Enterprise-integrated.
Recent efforts use reinforcement learning to learn dynamic ordering policies. In practice, however, the black-box nature of RL (policies that cannot be explained) means hybrids of rule-based logic with ML calibration remain the mainstream.
14. Last mile — the battlefield of urban delivery
The last mile accounts for 40 to 50 percent of total logistics cost — it is the most expensive segment.
- **Bringg**: Last-mile orchestration. Manages your own fleet plus external carriers plus crowd drivers on a single platform.
- **Onfleet, Dispatch, and Routific**: Routing plus mobile app plus customer notifications, integrated. Targeted at small and mid-sized delivery operators.
- **Locus.sh**: India-based. Active in Southeast Asia and the Middle East. Operates in around 100 countries worldwide.
- **Last-mile robots**:
- **Starship Technologies**: Sidewalk robots. Focused on university campuses.
- **Nuro**: Autonomous delivery vehicles. Partnerships with Domino's Pizza and Kroger.
- **Serve Robotics**: An Uber Eats spin-off. Operating in LA, Miami, and other cities.
Last-mile robots have moved past their early-2020s hype cycle and by 2026 are stabilizing into proving unit economics in specific cities and categories (food, groceries).
15. Drone delivery — Zipline's medical revolution
Drone delivery is the most ambitious candidate for the future of last mile.
- **Zipline**: US-based, operating medical drones in Rwanda, Ghana, and Nigeria. Delivers blood, vaccines, and medicines to rural health centers within 30 minutes. Over one million cumulative deliveries. Its P2 model is expanding into the US mainland (partnerships with Walmart and Sweetgreen).
- **Wing** (an Alphabet subsidiary): Operating in Australia, Finland, and some US cities. Partnerships with Walgreens and DoorDash.
- **Prime Air** (Amazon): Sub-one-hour delivery in parts of Texas and California. Passing FAA Part 135 regulation is the key hurdle.
- **DroneUp and Manna**: Up-and-coming. Manna is based in Ireland and delivers food in Dublin.
Drones show the highest ROI for cargo that is small in volume but high in value, such as medicine. General e-commerce delivery still spreads slowly in cities due to regulation, safety, and noise issues.
16. Autonomous trucks — a new paradigm for long haul
Long-haul trucking has been seen as the first domain ripe for autonomy.
- **Aurora Innovation**: Autonomous Class 8 trucks (heavy haulers). Began driverless commercial runs in Texas in 2024. Co-founded by Sterling Anderson, formerly of Uber.
- **Plus.ai**: Autonomous truck solutions. Also active in the Chinese market.
- **Embark**: Effectively wound down in 2023.
- **Kodiak Robotics**: Texas-based. Targets military and commercial trucking.
- **Gatik**: Short-haul, fixed-route B2B last-mile. Partnerships with Walmart and KFC.
Autonomous trucks have a structural advantage in their "highway-dominated, fixed-route" workloads, which is why they are commercializing faster than urban self-driving. Yet there is still plenty to solve: regulation, insurance, and maintenance networks.
17. Five ways AI and ML enter the supply chain
We can repackage the technologies we have covered into five usage paths.
1. **Demand forecasting**: Prophet, Neural Prophet, TimeGPT, DeepAR. From 60 percent to 75 percent accuracy cuts inventory by 20 percent.
2. **Vehicle routing (VRP)**: OR-Tools and NeuralCO. Cuts last-mile cost by 10 to 15 percent.
3. **Inventory optimization**: Multi-echelon models and RL. Reduces stockouts by 30 percent.
4. **Predictive ETA**: Project44 and FourKites. Better delay alerts lift customer satisfaction and reduce disputes.
5. **Anomaly detection**: Real-time monitoring of container temperature, location, and shock data. Reduces cold-chain loss by 50 percent.
18. ERP integration — the backbone of the supply chain
All these tools only matter when they are wired into the ERP.
- **SAP S/4HANA + Joule**: From 2025, the Joule copilot is integrated across every module. Many companies are racing against the 2027 deadline for migration from ECC to S/4HANA.
- **Oracle Fusion Cloud**: Integrated SCM, ERP, and HCM. Actively expanding AI capabilities (prediction, automation).
- **Microsoft Dynamics 365 + Copilot**: Mid-market leader. Copilot embedded across every D365 app is the differentiator.
- **NetSuite** (an Oracle subsidiary): Small and mid-sized and D2C. Deep integrations with ShipBob and Shopify.
How WMS, TMS, and S&OP connect to the ERP is the key to deployment success, and this integration design determines deployment cost and timeline.
19. Korean logistics — Coupang, CJ Logistics, and Kakao Mobility
By global standards, Korea is one of the most highly developed last-mile markets.
- **Coupang Rocket Delivery**: A vertically integrated model of in-house fulfillment plus in-house fleet plus in-house riders (Coupang Friends). Even more integrated than Amazon in the US. Also entering the 3PL business via CFS (Coupang Fulfillment Services).
- **CJ Logistics (CJ Daehan Tongun)**: South Korea's number-one integrated logistics provider. After unveiling its "TES (Technology, Engineering, System)" AI logistics vision, it has invested in automated warehouses and routing AI.
- **Lotte Global Logis**: The logistics subsidiary of Lotte Group. Strong in food and cold chain.
- **Hanjin**: Integrated air, ocean, and ground. Automated mega-hub in Incheon.
- **Hyundai Glovis**: The logistics subsidiary of the Hyundai Motor Group. Covers finished-vehicle transport, parts SCM, and ocean transport (PCTC car carriers).
- **Kakao Mobility — Kakao T**: Parcel, quick, and freight matching. B2C last mile.
What is distinctive about the Korean market is that (1) unit prices are lower than the global average, (2) expectations on delivery speed are extremely high, and (3) urban density is high, which makes last-mile efficiency excellent.
20. Japanese logistics — Yamato, Sagawa, and the 2024 crisis
Japanese logistics ran into a major crisis in 2024, often called the "2024 logistics problem". A cap of 960 hours per year on truck driver overtime hours risked shrinking long-haul capacity.
- **NX (NIPPON EXPRESS HOLDINGS)**: Japan's largest integrated logistics group. Global operations.
- **Yamato Transport (Kuroneko)**: Synonymous with parcel delivery (TA-Q-BIN). A last-mile heavyweight.
- **Sagawa Express**: Strong in B2B and corporate freight.
- **Japan Post (Yu-pack)**: Postal plus parcel. Strong nationwide network.
- **MUJI logistics**: Operated as an internal subsidiary. In-house fulfillment.
In response to the 2024 problem, Japanese companies are investing heavily in (1) modal shift (truck to rail or sea), (2) consolidated delivery, and (3) last-mile automation.
21. Sustainability and carbon — the supply chain's new KPI
Carbon accounting is taking root as a new KPI for supply chains.
- **Watershed**: Carbon measurement and reporting SaaS. Adopted by many of the global top 1,000 enterprises. USD 1.8 billion valuation in 2023.
- **Persefoni**: A rival. Partnerships with SAP and Oracle, among others.
- **CHEP**: Pallet pooling. Instead of single-use pallets, runs a pool of standard pallets that get reused. Over 500 million pallets in circulation worldwide.
- **CDP (Carbon Disclosure Project), SASB, GHG Protocol**: Reporting standards. Alignment with ISSB (IFRS S2) accelerates from 2025.
In the EU, the CSRD (Corporate Sustainability Reporting Directive) has applied since 2024, making Scope 3 emissions disclosure across the supply chain mandatory. US SEC climate disclosure was also adopted in 2024. South Korea is set to mandate ESG disclosure after 2026.
22. Geopolitics and tariffs — the new variables in the supply chain
Geopolitical variables have also become central to supply chain decisions.
- **Trump 2.0 tariffs (from 2025)**: 60 percent or more on China, 25 percent threats on Mexico and Canada, a 10 percent baseline on general imports. Item-level volatility is extreme.
- **CHIPS Act and IRA (Inflation Reduction Act)**: US-based incentives for semiconductors, batteries, and EV manufacturing. TSMC in Arizona, Samsung in Texas, SK On in Georgia, and more.
- **EU CBAM (Carbon Border Adjustment Mechanism)**: In full effect from 2026. Imposes a carbon price on imports of steel, aluminum, cement, fertilizer, electricity, and hydrogen.
- **Red Sea crisis**: Houthi attacks have shrunk Suez Canal traffic, pushing over 70 percent of Asia-Europe routes around the Cape of Good Hope (from 2024). Freight rates and lead times have surged.
- **Panama Canal drought**: Traffic was restricted by the 2023 to 2024 drought. Demand for alternative routes is growing.
These variables have elevated "resilience" to a KPI as important as efficiency and cost reduction.
23. Digital twins and supply chain simulation
A digital twin models the entire supply chain in a virtual environment so scenarios can be simulated.
- **AnyLogic and Simio**: Simulation software. Modeling for factories, warehouses, and logistics networks.
- **Coupa (Coupa Supply Chain Modeler, formerly LLamasoft)**: Network design and simulation.
- **Logility and Llamasoft (now Coupa)**: Scenario analysis.
- **NVIDIA Omniverse**: An industrial digital twin platform. Capable of real-time simulation.
Post-COVID, the value of "what-if" analysis (what if tariffs rise, what if a port is blocked, what if a factory burns down) has soared, accelerating digital twin adoption. Build the model once and you can run new scenarios without rebuilding it — that is the core appeal.
24. A real-world deployment case — a global retail chain
Let us anonymize and summarize one real-world deployment by a global retail chain (synthesizing many publicly disclosed cases).
- **Demand forecasting**: Blue Yonder Luminate Planning. Around 1,000 stores nationwide and 1 million SKUs. Forecast accuracy lifted from 65 percent to 78 percent.
- **WMS**: Manhattan Active Omni. Omnichannel (store pickup, delivery, returns) integration.
- **TMS**: MercuryGate. Covers both inbound and outbound.
- **Real-time visibility**: Project44. Tracks overseas import containers.
- **Carbon**: Watershed. Measures Scope 1, 2, and 3.
- **ERP**: SAP S/4HANA. Currently in a phased migration.
Adopting a stack like this all at once becomes a three- to five-year program. Costs across licenses, implementation, and headcount range from tens of millions of dollars to more than USD 100 million.
25. Beyond 2026 — outlook and bets
Finally, let us outline trends beyond 2026.
- **AI agents directly involved in supply chain decisions**: Going beyond recommendations into automated ordering, automated routing changes, and automated bidding. That said, human-in-the-loop approval remains essential.
- **Data standardization**: Adoption of GS1 and other data standards is accelerating. EDI gives way to API and event-based approaches.
- **Supply chain convergence**: The boundaries between WMS, TMS, S&OP, and visualization blur. Blue Yonder, o9, and Manhattan sit at the center of this integration race.
- **Robots + AI**: Both warehouse automation (AMR, AS/RS) and last-mile robots are getting an AI boost. NVIDIA Isaac and Omniverse are emerging as simulation platforms.
- **Circular supply chains**: A reverse-logistics market grounded in recycling and reuse is growing.
The supply chain is no longer a cost center. It has become a strategic asset that determines a company's overall resilience, sustainability, and competitiveness.
26. Closing
The 2026 supply chain is a complex system in which the retreat of globalization, the expansion of regionalization, the spread of AI, and the pressure of sustainability all operate at once. No single tool or strategy can untangle it. You need a perspective that integrates visibility, forecasting, routing, inventory, automation, and carbon.
Hopefully this article helps draw that bigger picture. In the next post, I will go deeper into individual areas (for example, cold chain, autonomous trucks, and Korean D2C fulfillment).
References
- Project44 official: [https://www.project44.com/](https://www.project44.com/)
- FourKites: [https://www.fourkites.com/](https://www.fourkites.com/)
- Tive: [https://www.tive.com/](https://www.tive.com/)
- Flexport: [https://www.flexport.com/](https://www.flexport.com/)
- Convoy shutdown (Bloomberg, 2023): [https://www.bloomberg.com/news/articles/2023-10-19/freight-startup-convoy-is-shutting-down](https://www.bloomberg.com/news/articles/2023-10-19/freight-startup-convoy-is-shutting-down)
- Flexport acquires Convoy assets (2024): [https://www.flexport.com/blog/flexport-convoy-launch/](https://www.flexport.com/blog/flexport-convoy-launch/)
- Uber Freight: [https://www.uberfreight.com/](https://www.uberfreight.com/)
- Loadsmart: [https://loadsmart.com/](https://loadsmart.com/)
- ShipBob: [https://www.shipbob.com/](https://www.shipbob.com/)
- Shippo: [https://goshippo.com/](https://goshippo.com/)
- EasyPost: [https://www.easypost.com/](https://www.easypost.com/)
- Manhattan Associates: [https://www.manh.com/](https://www.manh.com/)
- Blue Yonder: [https://blueyonder.com/](https://blueyonder.com/)
- o9 Solutions: [https://o9solutions.com/](https://o9solutions.com/)
- Kinaxis: [https://www.kinaxis.com/](https://www.kinaxis.com/)
- Google OR-Tools: [https://developers.google.com/optimization](https://developers.google.com/optimization)
- Meta Prophet: [https://facebook.github.io/prophet/](https://facebook.github.io/prophet/)
- Nixtla TimeGPT: [https://www.nixtla.io/](https://www.nixtla.io/)
- Zipline: [https://www.flyzipline.com/](https://www.flyzipline.com/)
- Aurora Innovation: [https://aurora.tech/](https://aurora.tech/)
- Watershed: [https://watershed.com/](https://watershed.com/)
- CJ Logistics TES: [https://www.cjlogistics.com/](https://www.cjlogistics.com/)
- Coupang Rocket Delivery: [https://www.coupang.com/](https://www.coupang.com/)
- NX Holdings: [https://www.nipponexpress-holdings.com/](https://www.nipponexpress-holdings.com/)
- Yamato Transport: [https://www.kuronekoyamato.co.jp/](https://www.kuronekoyamato.co.jp/)
- EU CSRD: [https://finance.ec.europa.eu/capital-markets-union-and-financial-markets/company-reporting-and-auditing/company-reporting/corporate-sustainability-reporting_en](https://finance.ec.europa.eu/capital-markets-union-and-financial-markets/company-reporting-and-auditing/company-reporting/corporate-sustainability-reporting_en)
- USTR tariff information: [https://ustr.gov/](https://ustr.gov/)
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Five years after the end of the COVID pandemic, the global supply chain of 2026 looks completely dif...