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Trump’s April Tariffs – Rundown, Implications and Freight Impact

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Trump’s April Tariffs – Rundown, Implications and Freight Impact

On Wednesday, April 2, President Trump announced a sweeping and encompassing global tariff, paired with reciprocal tariffs on a list of nearly 60 countries. This absolutely dwarfs the measures implemented by his first administration and pushes US trade barriers to their highest levels since the 1930s

Judah Levine

April 3, 2025

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The bottom line

Global tariffs of 10% will go into effect April 5th while reciprocal tariffs will be applied starting April 9th. The president also issued a separate order that will suspend de minimis exemption eligibility for all Chinese goods starting May 3rd.

The Rundown

Citing the US trade deficit in goods as a threat to national security, President Trump made unprecedentedly broad use of executive powers granted the president by the International Emergency Economic Powers Act (IEEPA) to enact the new tariffs. The executive order for these actions states that the tariffs are aimed at the (sometimes competing) goals of removing foreign barriers to US exports and creating barriers to foreign imports, both as ways to increase or restore domestic manufacturing.

The global tariff of 10% – which will not apply to countries targeted for reciprocal tariffs – will go into effect for all goods not yet in transit by April 5th. As the order states:

Except as otherwise provided in this order, all articles imported into the customs territory of the United States shall be, consistent with law, subject to an additional ad valorem rate of duty of 10 percent. Such rates of duty shall apply with respect to goods entered for consumption, or withdrawn from warehouse for consumption, on or after 12:01 a.m. eastern daylight time on April 5, 2025

Reciprocal tariffs on exports from a list of nearly 60 countries range from a level of 11% for Congo to 50% for Lesotho. These duties will be applicable to all exports not loaded by April 9, 2025.

The newly announced tariffs join steel and aluminum tariffs, a 25% tariff on all automotive imports, and a 25% tariff on any country that purchases oil from Venezuela already in effect – though only the Venezuelan tariff will be stacked on top of global or reciprocal tariffs.

Reciprocal Tariffs

As quickly calculated, the reciprocal tariffs were likely arrived at by dividing the value of the given country’s trade imbalance with the US by how much the US imports from that country.

For China, this calculation resulted in a 34% reciprocal tariff, which, when applied on top of the 20% tariff on all Chinese goods Trump introduced earlier in the year, brings the base rate for all Chinese imports into the US to 54%. Specific goods already targeted with other tariffs from earlier Trump or Biden moves could face tariffs of more than 70%. The Venezuelan oil tariff could even be applied on top of that.

These steps dwarf the first round of the Trump trade war from 2018 to 2020, when the overall tariff rate on Chinese goods was less than 20% and applied to a maximum of two thirds of all Chinese exports.

And as Trump’s first administration focused mostly on China, it accelerated many shippers’ shift to a China+1 strategy. This trend was apparent in the increases in US trade with Mexico and Canada, and with alternatives in Asia like Vietnam, India, Taiwan and Bangladesh – at the expense of Chinese imports to the US which declined from 20% of total US imports in 2018 to 13% in 2024.

This time though, in addition to the 10% global rate, the reciprocal tariffs make these alternatives much less attractive. For example, goods from the below countries – some of the major China alternatives – will meet accelerated tariffs:

Vietnam: 46%

India: 27%

Bangladesh: 37%

Cambodia: 49%

Canada, Mexico and Automotive

This week’s order excludes Canada and Mexico from global or reciprocal tariffs. President Trump introduced and then paused a 25% tariff on all goods from these neighbors in February and then in March applied it only to goods not included in the USMCA.

The 25% rate was meant to start applying to USMCA-covered goods too on April 2nd, but the executive order states that USMCA goods will continue to be exempted, without specifying an expiration for this carve out.

In late March Trump signed an executive order that applies 25% tariffs to all automotive imports starting April 3rd. This tariff will be instead of, not in addition to, the global or reciprocal tariff. And though automotive imports are a significant share of intra-North America trade and it will be applied to imports from Canada and Mexico as well, these countries will only pay the 25% rate on the value of the non-US components in the vehicle or item.

Exemptions for US Value Created

Imports from any country for which at least 20% of its value originated in the US, will only pay the global or reciprocal tariff for the non-US value of the goods. And steel and aluminum is subject to the existing global tariff levels instead of the global or reciprocal tariffs with copper, pharmaceuticals, semiconductors, lumber articles, certain critical minerals, and energy and energy products also not subject to the new tariffs. But the president has expressed interest in applying sectoral tariffs for some of these, possibly soon.

Retaliation, Removal… and Uncertainty

The order states that the US will respond by further raising tariffs for any country that retaliates by applying new tariffs on US exports. The EU has already stated that it will retaliate nonetheless, as has Canada. China has retaliated to Trump’s earlier tariffs and recently stated that it will respond in conjunction with Japan and South Korea.

The text continues though, that the US could reduce or remove tariffs if the president decides that a country has taken significant steps to remove their barriers to US exports.

The removal of foreign barriers would increase access for US exports to foreign markets, but they would also increase foreign export access to the US, which would work against Trump’s stated goal of increasing manufacturing by blocking foreign competition.

Stating that foreign concessions could make these tariffs subject to change further adds to the uncertainty and difficulty for US and foreign importers and exporters to invest in significant changes to their trade strategies just yet.

De Minimis

The US de minimis exception allows US imports worth $800 or less to enter the country duty-free, has minimal customs filing requirements and costs, and lets imports of this time speed through customs.

This rule has been a major driver of the surge of several million packages a day arriving via de minimis into the US – mostly B2C e-commerce goods from China, and mostly arriving by air cargo.

Opposition to this trend has been widespread, including from the Biden administration, due to claims of facilitating unfair competition, enabling the flow of illicit goods or evading scrutiny of goods possibly made through forced labor.

Focusing on de minimis as an avenue for fentanyl smuggling, Trump had suspended de minimis eligibility in the same executive order that applied the first tariff increase on Chinese goods in February.

This rule change took nearly immediate effect following the order in February. But the resulting jump in parcels requiring formal entry quickly overwhelmed US Customs and Border Protection, and led to Trump’s quick reinstatement of de minimis eligibility for Chinese imports.

The reciprocal tariff order states that the president will keep de minimis in place for Canada and Mexico until the USCB develops the adequate systems needed to handle these parcels as formal entries.

Nonetheless, Trump’s other executive order signed April 2nd states that adequate systems are in place to handle imports from China and therefore he will suspend de minimis eligibility for all Chinese goods starting May 2nd. From then on all low-value Chinese imports shipped to the US will be subject to all formal entry filing requirements, costs, and all US tariffs that apply to China.

Shippers sending goods by postal service will have to choose between paying a 30% tariff or a $25 fee per parcel, which will climb to $50 June 1st.

Implications of the New Tariffs

Economic Implications of Trump Tariffs

There is really no comparing Trump’s trade war this year with the steps he took starting in 2017.

Besides relying much more heavily on emergency powers instead of the more established trade laws presidents have used for tariff implementations in the past, the scope of the current duty roll outs are far larger in terms of the level of tariffs on China and in terms of the extremely high levels being applied to the rest of the US’s trading partners.

Trade – even the US’s importing activity – continued to grow since 2017 even if trade flows shifted. Intra-Asia trade has climbed as other Asian countries increased manufacturing for the US market, and China-Mexico trade surged as China invested heavily in Mexico as an alternate route to the US market.

This time though, the tariffs are so broad and so high that there are few duty-free alternatives. In other words, US import costs will inevitably go up. Retaliatory tariffs will also mean that demand for US exports is likely to drop, negatively affecting US agriculture and manufacturing.

Price increases to imports – which often also result in higher prices from domestic manufacturers too – will mostly be passed on and felt by consumers, which could increase the inflation rate and depress consumer spending.

Most economists are now predicting slower and modest US GDP growth, an increased likelihood of recessions in the US and beyond, and therefore a possible contraction of global trade as well. If things do play out this way, the freight market will suffer too.

Freight Implications of Trump Tariffs

Air Cargo

There have already been signs that Trump’s brief pause of de minimis for China in February accelerated Chinese e-commerce platforms’ initiatives to shift away from a reliance on de minimis and air cargo.

These companies have moved manufacturing to other countries like Vietnam, increased their use of ocean logistics to North America, and invested in warehousing and fulfillment capabilities in Mexico or even in the US.

And on the air cargo side there have been multiple reports of canceled China-US BSAs, canceled charters, carriers shifting capacity elsewhere and other signs and expectations of volume decreases resulting from a drop in e-commerce volumes in anticipation of de minimis changes. China – US air cargo spot rates have also eased so far this year, but certainly have not collapsed, remaining much higher than the long-term norm.

A big driver of the brief chaos caused by de minimis for China being suspended in February was the lack of warning. Millions of low value parcels were already at customs or en route, and quickly overwhelmed USCBP.

But with a one month runway this time, we can probably expect some rush of last-chance demand and then a significant drop right around the May 2nd roll out date. This pattern will likely push rates – as well as possible delays and congestion – up in the coming weeks, and then see rates on this lane drop, probably sharply, in May. Even with this change though, some e-commerce will likely still go by air, which could prevent a complete rate collapse.

As capacity is redistributed, we could also see knock-on downward pressure on rates on many other lanes. And if adequate customs systems are actually not in place yet, shippers could also face significant delays in customs warehouses.

The general economic impact of the trade war, of course, could also be a major factor in demand for air cargo and therefore volumes and rates in the near term and beyond.

Ocean Freight

The anticipation of new Trump tariffs has driven many US importers to frontload as much inventory as possible since November. This pull forward of demand was one factor that has kept US ocean import container volumes stronger than usual since late last year.

With the reciprocal tariffs not being applied to goods loaded before April 9th, we may see a very brief scramble that will push container rates and demand up for the next few days.

After that though, many importers who’ve built up inventory are likely to be able to reduce or pause orders and shipments until the tariff dust settles. This move will see container volumes and rates drop, possibly significantly, soon and could be one factor that will cause a very subdued peak season period this year – similar to how a tariff-driven pull forward in 2018 led to somewhat lower container rates and demand in 2019.

Once inventories run down, the strength of the container market will depend on the economic impacts of the trade war. Lower consumer demand will lower demand for freight. And with none of the US’s major sourcing partners spared from significant tariffs this time, containers that do move will come at higher tariff costs to shippers and then for consumers.

These trends will put downward pressure on container rates, which have already been falling globally – despite Red Sea diversions continuing to absorb capacity, and even on the transpacific where frontloading has kept demand relatively strong – as new carrier alliance roll outs have increased competition and fleet growth is already leading to overcapacity. Together these factors could potentially see container rates reach extremely low levels.

Judah Levine

Head of Research, Freightos Group

Judah is an experienced market research manager, using data-driven analytics to deliver market-based insights. Judah produces the Freightos Group’s FBX Weekly Freight Update and other research on what’s happening in the industry from shipper behaviors to the latest in logistics technology and digitization.

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From Prompting to Persistent Decision Workflows in Supply Chain Operations

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Supply-chain AI is moving from episodic prompting toward persistent decision workflows. Repeated prompting can help an analyst solve a problem, but an operating capability must maintain context, monitor changing state, preserve decision logic, and connect recommendations to the work that follows.

A persistent decision workflow needs memory of the business object, the current plan, previous recommendations, overrides, policies, and outcomes. Without that continuity, users repeatedly reconstruct context and the model cannot reliably distinguish a new exception from a continuation of an old one. This persistence requirement becomes more important as the AI-agent execution model advances, because an agent cannot act safely if each interaction starts without durable operating state or prior decision context.

A mature design connects detection, context assembly, analysis, option generation, recommendation, approval, execution, and feedback. Some stages may use generative AI; others are better handled by optimization, rules, deterministic integrations, or human judgment. Persistence comes from the workflow and state model, not from the conversational interface.

The system should know what it may observe, recommend, prepare, execute, and escalate. Financial thresholds, customer impact, reversibility, confidence, and policy can determine the autonomy level. These controls make repeated decisions governable at scale.

ERP, planning, TMS, WMS, visibility, risk, and network platforms remain systems of record and execution; decision intelligence sits above and across them where context is assembled, tradeoffs are evaluated, actions are prioritized, and responses are coordinated. The persistent workflow therefore needs controlled write-back or action mechanisms, not only read access and summarization.

A decision workflow should record recommendations, human overrides, actions, and results. That creates an evidence base for improving rules, models, prompts, and autonomy thresholds. A chat transcript alone is not an operating learning system.

The architectural shift is from asking AI for help to designing a governed process in which intelligence participates continuously. That is a much stronger foundation for supply-chain decision support than repeated prompting.

Persistent decision workflows need memory and governance

A durable decision workflow has to preserve operating state across time. It should retain the event, relevant context, alternatives, constraints, prior decisions, approvals, overrides, actions, and outcomes so that the next step does not depend on a user reconstructing the problem in a new prompt. That persistence is what turns AI assistance into an operational capability.

Buyers should test continuity across handoffs. Can the system resume an unresolved decision after new data arrive? Can a different user see why an option was rejected? Can an agent act only within encoded authority? Can the resulting transaction be traced back to the evidence and rule that produced it? These are architecture questions, not user-interface questions.

Persistence changes the economics of decision support

When a workflow is persistent, the organization stops paying the same context-assembly cost every time a decision changes hands. New events can be evaluated against the existing state, prior alternatives remain visible, and approvals or overrides do not have to be reconstructed from email or chat history. That can reduce decision latency while improving traceability. It also creates a better foundation for automation because the system can distinguish a new decision from a continuation of an existing one. Buyers should therefore evaluate memory, state management, versioning, and auditability as operating capabilities rather than treating them as secondary AI features.

The 2026 Market Map is designed to help organizations understand the structure of the Decision Intelligence market, evaluate provider differences, and identify the capabilities most relevant to their operating environment. If your organization is evaluating Decision Intelligence platforms or clarifying where decision intelligence fits within the broader technology architecture, I would be glad to provide the Market Map brochure and discuss the evaluation questions and provider differences most relevant to your requirements.

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Providers may request the brochure, discuss the research framework, or contact me to confirm how their capabilities are represented in the market assessment.

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Why SKU Selection Can Make or Break an AS/RS Business Case

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Why Sku Selection Can Make Or Break An As/rs Business Case

Automated Storage and Retrieval Systems (AS/RS) have become a cornerstone of modern warehouse automation strategies. Whether the technology involves shuttles, cube-based systems, cranes, or goods-to-person solutions, the business case is typically built around a common set of objectives: increasing throughput, reducing labor requirements, improving accuracy, and maximizing storage utilization. Yet one of the most important decisions in any AS/RS implementation often receives far less attention than the technology itself: SKU selection.

Companies frequently spend months evaluating vendors, software platforms, and automation architectures. However, even the most advanced AS/RS can fail to deliver expected returns if the wrong products are placed into the system. In many cases, the difference between a highly successful deployment and a disappointing investment comes down to a simple question: Which SKUs should be automated?

The Purpose of AS/RS Is Productivity, Not Storage

One of the most common misconceptions about AS/RS is that its primary purpose is to store inventory. While increased storage density is certainly a benefit, the real value of automation lies in improving warehouse productivity.

AS/RS creates value by reducing manual labor associated with inventory handling. Every automated retrieval eliminates walking, searching, traveling, and material movement. The more frequently a product is handled, the greater the opportunity for automation to generate measurable savings.

This is where SKU velocity becomes critical.

Not all inventory contributes equally to warehouse activity. In most distribution centers, a relatively small percentage of SKUs generates a disproportionately large percentage of order lines, picks, and replenishment activity. These high-velocity items create the majority of warehouse work and therefore present the greatest opportunity for automation.

Why High-Velocity SKUs Belong in AS/RS

The strongest AS/RS business cases are generally built around automating the products that move most frequently.

Consider two products:

SKU A is picked 2,000 times per week.

SKU B is picked 10 times per month.

Both consume storage space within the AS/RS, but only one generates meaningful operational value.

Every time SKU A is automatically retrieved, labor is eliminated and productivity improves. Over the course of a year, those savings accumulate rapidly. SKU B, on the other hand, occupies valuable automated storage capacity while contributing very little to throughput improvement or labor reduction.

Simply put, high-velocity SKUs produce the transactions that justify the investment.

When organizations prioritize their fastest-moving inventory for AS/RS storage, they maximize:

Labor savings

Pick productivity

Throughput performance

Equipment utilization

Return on investment

This is why leading warehouse operators often use ABC inventory analysis to determine AS/RS eligibility, with A-items receiving priority placement within the automated system.

The Hidden Cost of Selecting the Wrong SKUs

Many automation projects encounter challenges not because the technology underperforms, but because the SKU strategy was flawed from the start.

A common mistake is attempting to place too many slow-moving products into the AS/RS simply because capacity is available. While this may increase storage utilization, it often reduces economic utilization.

An AS/RS filled with low-velocity inventory can create several problems:

Lower Labor Savings

Products that rarely move generate few picking events. As a result, automation replaces little labor activity, weakening the original business case.

Reduced Throughput Benefits

System resources become occupied storing inventory that contributes minimally to order fulfillment activity, limiting the throughput impact of the investment.

Longer Payback Periods

If labor savings and productivity gains fall below projections, the expected payback period can extend significantly beyond the original ROI model.

Capacity Constraints

As demand grows, operators may discover that high-velocity items no longer have sufficient space within the AS/RS because slower-moving products are consuming capacity.

The technology itself may be performing exactly as designed, but the financial return can still disappoint.

Focus on Activity, Not SKU Count

One of the most important lessons for warehouse leaders is that AS/RS success should not be measured by the number of SKUs stored within the system.

Instead, it should be measured by the percentage of warehouse activity flowing through the system.

For example, placing 1,000 high-velocity SKUs into an AS/RS that captures 80% of total picking activity will typically generate greater value than storing 5,000 SKUs that account for only 40% of picks.

The goal is not to automate the greatest amount of inventory.

The goal is to automate the greatest amount of work.

That distinction has significant implications for system utilization and overall project economics.

The Importance of Continuous SKU Evaluation

SKU selection should not be treated as a one-time exercise conducted during system commissioning.

Demand patterns change. Product popularity shifts. New items are introduced while others decline.

As a result, warehouse operators should periodically re-evaluate which products belong inside the AS/RS. High-velocity inventory today may not be high-velocity inventory next year.

Organizations that continuously align automated storage capacity with current demand patterns are often able to sustain higher utilization rates and stronger ROI throughout the life of the system.

ROI strategy

Consider a simple ROI example. Assume a company invests $5 million in an AS/RS and expects to save $1 million annually through labor reduction and productivity improvements. The original business case assumes the system will handle 75 percent of warehouse picking activity.

If the company correctly slots high-velocity products into the system, the projected labor savings can be achieved, resulting in a payback period of approximately five years. However, if management fills a large portion of the AS/RS with slow-moving inventory, the system may only process 40 percent of warehouse picking activity. Annual savings could fall to $600,000, extending the payback period from 5 years to more than 8 years. The technology has not failed. The SKU strategy has.

Final Thoughts

AS/RS technology continues to play an increasingly important role in warehouse automation strategies. Yet successful implementations depend on much more than selecting the right hardware or software platform.

The most effective AS/RS deployments are built around careful SKU selection.

High-velocity products generate the majority of warehouse activity and therefore create the greatest opportunity for labor reduction, throughput improvement, and productivity gains. Conversely, filling automated systems with low-velocity inventory can significantly dilute returns and extend payback periods.

For warehouse and supply chain executives, the takeaway is straightforward: an AS/RS should be designed around activity, not occupancy. The objective is not simply to store products in an automated system. The objective is to automate the work that drives operational performance. In most facilities, that means ensuring the highest-velocity SKUs receive priority access to valuable AS/RS capacity.

The difference between a successful automation investment and an underperforming one may ultimately come down to a decision that appears deceptively simple: choosing the right SKUs.

The post Why SKU Selection Can Make or Break an AS/RS Business Case appeared first on Logistics Viewpoints.

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What the Descartes Innovation Forum Said About the Next Phase of Logistics Execution

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After several days at the 2026 Descartes Innovation Forum, the clearest takeaway was not simply that artificial intelligence is coming to logistics. That part is already obvious. What stood out more was where the technology is moving and why it matters now.

Across the keynote, a transportation leadership panel, a Walmart Marketplace session, and a detailed discussion of carrier fraud, the same operating problem kept surfacing in different forms. Logistics organizations have more data, more applications, more connectivity, and increasingly more AI, but the real value comes when those capabilities help someone make a better decision or execute the next step faster, more reliably, and with the right controls in place.

That matters because the operating environment is not getting easier. Transportation capacity is tightening, rates and fuel costs remain under pressure, fraud and cargo theft are serious concerns, customer expectations continue to rise, and companies are being asked to improve productivity without adding equivalent labor. Against that backdrop, the most interesting technology at the Forum was not technology that simply explained what was happening. It was technology aimed directly at the work itself.

The Swivel-Chair Problem Is Still Real

Descartes opened the Forum with a problem that will sound familiar to anyone who has spent time inside transportation operations. Companies may have capable systems and extensive networks, yet much of the actual work still happens in the gaps between those systems.

Someone receives an email, opens a portal, checks a transportation system, moves to another application, sends a message, waits for a response, updates a record, and then starts the process again somewhere else. Descartes referred to this as the “swivel chair tax,” and the phrase worked because it described a problem technology has never fully eliminated.

The company’s answer is its Agent Control Plane, which is designed to expose capabilities from Descartes applications as skills that AI agents can use. As I covered earlier in Descartes Takes Agentic AI Into the Logistics Workflow at the Descartes Innovation Forum, Descartes was careful to distinguish that approach from a basic chat interface or a traditional workflow engine. The intent is to allow agents to work across applications and adapt as conditions change rather than simply follow a rigid sequence of predefined screens.

The live demonstration made the concept more tangible. Descartes followed an order across four representative companies—a retailer, freight forwarder, customs broker, and final-mile provider—with 15 Descartes products supporting 28 process steps behind the Agent Control Plane. Many of those steps happened without requiring a person to manually move information from one application to another.

What stood out to me was not the amount of automation. It was where Descartes chose not to automate.

At one point, an agent identified a carrier option that could save roughly 8 percent. The carrier, however, had a poor trust score, thin operating history, and other warning signs. Rather than make the lower-cost choice automatically, the system surfaced the decision for human review. The human declined the cheaper carrier.

That is a much more practical model for agentic AI in logistics than the idea of simply handing an operating process over to a machine. Descartes repeatedly described autonomy as a dial, not a switch. Agents have identities, their actions are logged, activity can be replayed, and organizations can determine which decisions require human approval.

The significance is straightforward. Once AI begins taking actions inside real operating processes, governance stops being an abstract IT issue and becomes part of the operating model.

The Market Is Making Better Execution More Valuable

The transportation leadership panel I moderated later in the Forum put that technology discussion into a much tougher operating context.

The freight market described by the panelists was not one of strong demand and easy growth. It was one in which relatively weak demand is colliding with meaningful reductions in capacity. One participant cited a decline in the number of trucking companies from roughly 340,000 to 282,000 and dry-van truckload rates up approximately 33 percent year over year. The larger point was that the conversation has shifted. Two years ago, shippers were largely focused on rates. Today, capacity availability and reliability matter much more.

That tighter environment also increases risk. When capacity is harder to find, there is greater temptation to use carriers that may not have passed the same diligence in a looser market. Panelists tied that pressure to growing concerns around freight fraud, cargo theft, safety, insurance, litigation, and carrier qualification.

As discussed in Transportation Leaders See AI Moving From Experiment to Operating Model at the Descartes Innovation Forum, the response is not simply to cut spending. Technology did not sound discretionary in this discussion. One participant described a single repetitive business activity being performed roughly 750,000 times per month, representing the equivalent of about 1,500 employee-hours per day. That is exactly the kind of workload where automation can move from being interesting to economically significant.

The panel also showed how quickly expectations around technology development are changing. Voice agents, email automation, operational workflows, data science, and agentic AI were all discussed as practical tools rather than distant possibilities. One participant described a proprietary TMS containing more than 30 million lines of code and roughly 2,000 database tables. A 12-person team working with AWS and Anthropic was then tasked with recreating the system using AI-assisted development and reportedly produced a replication in approximately six weeks.

Replicating a system is not the same as proving it in full production, so that example deserves some caution. Still, it shows how quickly the economics of software development may be changing.

Transportation technology has traditionally changed slowly because systems were complex, deeply integrated, and expensive to modify. AI may compress that cycle dramatically. For transportation leaders, that creates an interesting tension: the operating environment is getting harder at the same time that the technology available to respond to it is improving faster.

Walmart Brought the Conversation Back to the Customer

A Walmart Marketplace session provided a useful counterweight to the AI-heavy discussions elsewhere at the Forum. Bryce Caswell, Director of Ship with Walmart for Walmart Marketplace, focused on something much more basic: the customer promise.

Walmart described four foundations for marketplace success—assortment, listing quality, pricing, and shipping—and emphasized that the four are interdependent. Good assortment will not solve poor content. Good content will not offset uncompetitive pricing. And none of it matters if the seller cannot deliver the product when promised.

That may sound obvious, but it was one of the more useful reminders of the Forum. Logistics technology discussions can quickly become dominated by architecture, optimization, visibility, and AI. The customer evaluates something much simpler: did the order arrive when you said it would?

As I wrote in Walmart Is Turning Marketplace Logistics Into a Platform, Walmart’s emphasis was not simply on speed. Reliability and consistency mattered just as much. During holiday peaks, sellers were encouraged to protect inventory availability, leave enough time to move product into the fulfillment network, understand what they are promising, and then meet that promise.

The company is also trying to simplify the mechanics underneath that promise. Walmart Fulfillment Services provides pick, pack, and ship capabilities through Walmart’s fulfillment network, while its multi-channel model allows sellers to support multiple sales channels from a single inventory pool.

Ship with Walmart extends that logic into transportation by offering access to negotiated carrier rates, including national, regional, and LTL options, while adding certain protections around on-time delivery and lost shipments.

The larger point is that simplification has value only if it improves execution. Whether the tool is an AI agent or a fulfillment network, the objective is the same: remove unnecessary friction so people can focus on the decisions and exceptions that actually matter.

Fraud Changes the Meaning of Visibility

The Forum’s carrier fraud session added another layer to the discussion because it showed how operating data is being repurposed for trust.

Descartes demonstrated how MyCarrierPortal and MacroPoint can be used together to strengthen carrier vetting before a load is tendered. The process extends beyond checking insurance or basic carrier status. It can incorporate configurable risk assessments, tracking history, lane history, inspection information, validated users, equipment data, and driver-level tracking statistics.

That is a subtle but important shift in how transportation visibility data is used. Historically, tracking information primarily answered a familiar question: where is my load? Increasingly, that same information can help answer a different question: should I trust the party moving it?

The same theme runs through Descartes Expands Freight Fraud Prevention Across Carrier Vetting and Shipment Execution. Descartes showed how historical lane activity and tracking behavior can be used as additional carrier-vetting signals. Once a shipment is in transit, the Notification Center can surface route deviations and other exceptions that warrant attention without requiring someone to monitor every load manually.

ELD Plus adds another layer by allowing two tracking sources to be used within the same tracking session. If mobile-device data and telematics data begin to diverge, that mismatch becomes a signal that someone may need to investigate.

Carrier lookup goes further by combining information such as power units, active loads, tracking history, spoofing flags, and recent lane activity. The example used during the session was simple: if a carrier has 100 power units but appears to be active on 600 loads, that discrepancy may deserve a closer look.

More automation does not reduce the need for trust. It raises the stakes. If systems are going to make recommendations or take actions faster, the quality of the signals behind those decisions becomes even more important.

Execution Is Becoming the Real Battleground

Looking back across the Forum, I do not think the central story was simply AI. It was execution.

Descartes is trying to reduce the swivel-chair work that still exists between logistics applications and companies. Transportation leaders are looking for technology that can improve productivity and help them operate through a tighter, riskier freight market. Walmart is focused on simplifying fulfillment so sellers can keep the customer promise. Carrier-verification tools are turning tracking data into a source of trust as well as visibility.

Put together, that points to a broader shift in logistics technology. Software is moving closer to the actual transaction, the actual decision, and the actual exception. The value of that technology will increasingly be judged by whether it helps organizations act better, not simply see more.

The companies that benefit most will not necessarily be the ones with the most AI, the most dashboards, or the most data. They will be the ones that can connect intelligence to execution without losing control of the process.

For me, that was the real takeaway from the 2026 Descartes Innovation Forum. The next phase of logistics technology is not just about making systems smarter. It is about knowing when the system should act, when a person should decide, and how to make both work together fast enough to keep freight moving and the customer promise intact.

The post What the Descartes Innovation Forum Said About the Next Phase of Logistics Execution appeared first on Logistics Viewpoints.

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