Global supply chains are undergoing a major transformation. Sea shipping, once the backbone of international trade, is losing ground to road transport due to shorter supply chains and new logistical challenges. A key factor is moving production closer to consumers. Mexico offers a prime example, as it recently surpassed China and Canada to become the US's main trading partner, attracting record investments and reshaping regional supply routes.
Traditional logistics chains, built around mega-container ships, are being replaced by trucking—a faster, more flexible delivery method less dependent on port operations. Container shipping profits have dropped 65% from their peaks, and green transition costs are on the rise. In the US, road haulage is showing substantial growth, with trucks reclaiming their role as the cornerstone of new trade patterns.
The role of autonomous transport is increasing rapidly. By 2026, a breakthrough is expected in the field of driverless trucks, drones, and other self-driving solutions. A lack of drivers and the drive to cut costs are fueling this trend, although widespread adoption is likely to remain limited to certain scenarios due to the complexity of urban environments.
In the automotive sector, hybrid vehicles are booming as electric vehicle growth slows. Traditional manufacturers like Toyota are benefiting from long-term investment in hybrids. Meanwhile, startups betting exclusively on electric cars are suffering financial losses and facing ongoing market consolidation.
Other major trends include a driver shortage in the US and Europe, new transport regulations, and stricter environmental standards. These changes are making automotive logistics more efficient and are creating new opportunities in the sector.
