C.H. Robinson sees rising freight capacity masking service constraints in 2027
CHRW•C.H. Robinson expects expanding global freight capacity in 2027 to mask shortages of usable shipping services on specific trade lanes. Global air cargo tonnage rose 9% year over year at September’s end, versus 4% capacity growth.
1. Capacity and service constraints
C.H. Robinson expects expanding global freight capacity in 2027 to mask shortages of usable shipping services on specific trade lanes. A broader return to Suez Canal routes could push ocean rates lower, particularly between Asia and Europe, if demand remains moderate, but carrier service cuts could limit workable departures. AI and technology shipments are expected to tighten freighter availability, especially from China, Taiwan and Korea to the United States; global air cargo tonnage rose 9% year over year at September’s end, compared with 4% capacity growth.
