The New Global Order and the Logistics Outlook The logistics sector is at the heart of a profound reset, driven by geopolitics, technology, and the rapid acceleration of e-commerce. The study “Bold Predictions for 2026: Supply Chain Trends to Watch,” by Prologis the global leader in logistics real estate outlines seven crucial trends that will define strategic decision-making in 2026.
Global Trends: Risk and Innovation
- International Markets Outperforming Expectations: Markets such as Europe, India, and Brazil are expected to see a significant drop in vacancy rates. Brazil, in particular, projects double-digit rent growth for the fourth consecutive year.
- E-commerce Dominating Occupancy: As digital sales approach 20% globally, e-commerce companies will account for nearly 25% of all new logistics leases.
- “Power-Ready” Facilities Become a Priority: Automation requires up to five times more energy. Consequently, power availability is now among the top three determining factors when selecting new logistics assets.
- Shrinking Road Capacity: A structural shortage of truck drivers and tighter regulations are expected to trigger double-digit freight rate increases by 2026. (The study also highlights three additional trends related to U.S. warehouse demand and defense investments).
The Brazilian Scenario: Competition and Rising Costs The research reinforces that Brazil will face intense competition for premium assets, with rising logistics costs becoming an imminent pressure:
- Low Vacancy: São Paulo and Rio de Janeiro report vacancy rates around 8.5%, with a downward trend.
- Accelerated Growth: Double-digit increases in logistics rents are forecasted for 2026.
CNI-LINK: Turning Trends into Operational Advantage The trends for 2026 prove that digital efficiency and data management (BI) are the only ways to neutralize rising costs and capacity constraints. This is where CNI-LINK delivers value through its core service pillars:
- Logistics & Supply Chain Solutions for Road Risk: In the face of double-digit freight hikes and capacity limits, we leverage our Management expertise to optimize routes and re-evaluate intermodal strategies. This ensures the best Cost-Effective Transport while mitigating pressure on the TCO (Total Cost of Ownership).
- Management and Reporting (BI) for Automation: With the growing demand for “power-ready” facilities, our Information Management pillar analyzes data to empower clients to make assertive decisions regarding location, occupancy, and 3PL management, minimizing infrastructure and overhead costs.
- On-Time Commitment: Digitalization and Performance Tracking guarantee our commitment to “On-Time and In-Full” (OTIF) deliveries, which is vital for the e-commerce market that now dictates demand.
The 2026 landscape is challenging, but it offers significant opportunities for those backed by strategic management and technology. CNI-LINK is prepared to guide your company through these transformations, ensuring your Supply Chain remains resilient and highly competitive.
