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March 2026
Supply Chain News to Know

 
 
March 2026

News To Know

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With so much time and energy spent ensuring cargo gets from Point A to Point B, it's easy to overlook what happens when it arrives. But as more companies realize, the yard is where delivery promises go to die… Let's dive in.

 
 
 

 The Lead: Data Rich, Action Poor
 
 
 
 
 
A year ago, AI in supply chain mostly meant chatbots answering questions about shipment status. That's changed. In a new piece for Logistics Viewpoints, FourKites CEO Matt Elenjickal argues that an agentic AI operating layer, built on supply chain data, will collapse the organizational silos that have defined how large shippers run their businesses for decades.

That’s because AI agents can now execute multi-step workflows autonomously, coordinating across systems, making decisions based on real-time data, and acting on those decisions without waiting for a human to click "approve." They read shipping documents, cross-reference contracted rates, flag discrepancies, monitor inbound shipments, detect delays, adjust dock schedules, and notify downstream teams.

The harder question, Elenjickal writes, isn't whether the technology works. It's what that means for how organizations operate.

Read the full piece here.
 
 

  In View
 
 
 
 
 
  • ferry_26f4-fe0f.png Spot container rates from Shanghai to Rotterdam jumped 19% in a single week as the war in the Middle East disrupts major shipping routes and lengthens delivery times. Carriers have stopped transiting the Strait of Hormuz and are largely avoiding the Red Sea, opting for the longer route around southern Africa. According to Bloomberg, it's the steepest weekly rate increase since June 2025.
  • technologist_1f9d1-200d-1f4bb.png If AI is doing more of the executing, the talent you hire needs to look very different. Amanda Dyson, VP of Marketing at FourKites, writes in Supply Chain Management Review that companies should stop hiring for tactical execution and start hiring for relationship-building, critical thinking, and organizational savvy.
  • robot_1f916.png What's the difference between a chatbot and an AI agent in logistics? Kevin Krukis, Managing Director of FourKites' German operations, breaks it down for Trans.info, walking through how agents handle delayed shipments, multilingual carrier communication, and cross-border appointment scheduling in European road freight.
 
 

  Numbers to Know
 
 
 
 
 
56 Days
 
 
Transit times on key Asia-to-US and Asia-to-Europe lanes were trending downward through February, suggesting the global ocean network was in a period of recovery before the conflict interrupted it. Asia-to-US East Coast weekly averages improved from approximately 64 days in mid-December to 56 days in late February.

That recovery is now expected to reverse as rerouted vessels add transit time and absorb capacity across the network. Because ocean transit takes 30 to 60 days, the full impact on delivered transit times will become visible in the data over the next four to six weeks.

According to FourKites platform data
 
 

Words of Wisdom
 
 
“Ships spending an extra two weeks rounding the Cape of Good Hope are ships that aren’t available for shippers’ next bookings out of Shanghai or Ho Chi Minh City. We expect transit times on transpacific and Asia-to-Europe lanes to start creeping up within the next week or two, and we’ll be watching our platform data closely to see how fast that shows up.”

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Stephen Dyke
DIRECTOR OF STRATEGIC SOLUTIONS, FOURKITES
 
 

  ICYMI
 
 
 
 
 
  • Enterprise Times covered the launch of FourKites Loft, the AI orchestration platform with Sophie, an AI developer agent that turns standard operating procedures into production-ready automations across any enterprise system. Read the coverage.
  • Thinking about investing in AI for your manufacturing supply chain? Start with these four questions to make sure your investment drives real operational value. Read the blog.
  • FourKites' Sree Mangalampalli sat down with Supply Chain Digital at Manifest Vegas to discuss how AI agents are transforming supply chains from tracking to autonomous orchestration. Read the Q&A.
 
 
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