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For years, logistics companies comforted themselves with a simple belief: if you have capacity, volumes will follow. In 2026, that belief finally collapses.

This year will not be defined by a single shock, a single regulation, or a single geopolitical headline. Instead, it will be shaped by something more dangerous for incumbents: structural fatigue. Customers are tired of excuses, carriers are tired of volatility, and 3PLs are tired of pretending that yesterday’s playbook still works.

Volumes will move faster, ...

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