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WebinarMarket Intelligence 2026 Logistics Market Review
for H1 & Outlook for H2

Webinar Duration2026-08-07 ~ 2027-08-06

Cello Square
SAMSUNG SDS
Square Insight

2026 Logistics Market Review for 1H & Outlook for 2H

2026 Logistics Market Review for 1H & Outlook for 2H

The first half of 2026 was shaped by significant geopolitical disruptions, most notably the conflict in the Middle East and the closure of the Strait of Hormuz, both of which had a profound impact on global logistics markets and supply chains.

In ocean logistics, tariff uncertainty and concerns over rising fuel costs prompted widespread front-loading of shipments, resulting in an earlier-than-usual peak shipping season.

At the same time, continued disruptions in the Strait of Hormuz and the Red Sea tightened effective shipping capacity, driving freight rates sharply higher across all major trade lanes.

In Air logistics, capacity disruptions originating from the Middle East, combined with strong demand from AI and semiconductor, pushed air freight rates to their highest levels in the past three years.

During this webinar, Samsung SDS's Ocean and Air Logistics Pricing experts will provide a data-driven 1H market issues.

They will also share 2H outlook and the critical risks that should be monitored.

Agenda

Agenda
I. 2026 1H Logistics Market Review
  • Ocean : Capacity remained constrained amid disruptions in the Strait of Hormuz and the Red Sea
  • Air : Air freight rates surged as Middle East-related capacity supply disruptions coincided with AI demand.
Agenda
II.2026 2H Logistics Market Outlook
  • Ocean : Freight rates are expected to remain elevated before easing in Q4 as front-loading effects fade and newbuild deliveries expand.
  • Air : Demand growth engine shifting from e-commerce to AI and semiconductor.

Speakers

  • Byung Chul Choi, Vice President, Head of Air Pricing Team of Samsung SDSByung Chul Choi

    Vice President, Head of Air Pricing Team of Samsung SDS

  • Jin Kyung Choi, Head of Ocean Pricing Team, Samsung SDSJin Kyung Choi

    Head of Ocean Pricing Team, Samsung SDS

  • Up Kim, Logistics Marketing Group Leader, Samsung SDSUp Kim (Moderator)

    Logistics Marketing Group Leader, Samsung SDS

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