ForesightBriefs · November 2026Transport & Logistics Brief Sign in

Amsterdam Forum Foresight · Transport & Logistics BriefNovember 2026 · 4-minute read

War and fuel push transport costs up, while returning ships and new tonnage point to lower sea freight rates.

Three shifts will shape transport budgets for 2027. Attacks are rising around Hormuz, container ships are returning to Suez, and air cargo is growing while jet fuel has doubled.

The CEO page · three shifts, what they mean, what to decide

01Hormuz

Attacks around Hormuz are rising again, and so is the cost of moving goods past them.

02Capacity

Container ships are returning to Suez just as a large wave of new ships arrives.

03Air

Air cargo is growing fast, but the fuel to fly it has doubled in price.

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