DHL: Exploring Top Trends in Global Supply Chains
· Source: supplychaindigital.com
In short
DHL's latest Globalisation Tracker, produced with NYU Stern and based on more than 30 million data points, shows that demand for AI infrastructure rather than tariffs is now the dominant force shaping global trade. Trade in AI-enabling goods drove 76% of goods trade growth in Q1 2026, while global goods trade grew faster in H1 2026 than in any half-year of the past 15 years apart from the Covid rebound. Despite disruptions such as the Strait of Hormuz closure and high US tariffs, trade is expected to grow 3.4% per year through 2029.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: global trade, logistics, semiconductors, tariffs, globalisation