Connect with us

Non classé

Planning AI Needs Memory, Not Just Automation

Published

on

AI can make planning work faster, but speed is not the same as intelligence. The next stage of supply chain planning requires systems that retain context, learn from exceptions, and preserve the judgment of experienced planners.

Supply chain planning has always depended on memory.

Not just data. Not just forecasts. Not just optimization logic.

Memory.

Experienced planners remember what happened the last time a supplier missed a shipment. They remember which plants can absorb a schedule change and which cannot. They know which customers need immediate communication, which carriers recover well from disruption, and which workarounds tend to create problems downstream.

That knowledge rarely lives cleanly inside a planning system.

It lives in people, spreadsheets, email threads, tribal routines, and informal escalation paths. It is built over years of handling exceptions, resolving shortages, negotiating tradeoffs, and learning which system recommendations are useful and which are technically correct but operationally unrealistic.

As AI moves into supply chain planning, this distinction becomes important.

Many AI tools can automate tasks. They can summarize exceptions, draft responses, generate recommendations, classify alerts, and explain variance. Those capabilities matter. They reduce administrative load and make planning systems easier to use.

But automation is not the same as planning intelligence.

The more important question is whether AI can remember, learn, and apply operational context over time.

The Market Is Moving Toward Planning Intelligence

The supply chain planning software market is already moving beyond traditional planning workflows. Vendors are positioning around orchestration, agentic AI, scenario modeling, planning-execution convergence, and decision support.

Kinaxis describes Maestro Agents as task-specific, context-aware support embedded inside Maestro to help users explore options, act quickly, and stay aligned. Its launch materials position the offering around decision-based agentic supply chain orchestration. SAP materials describe SAP Integrated Business Planning as evolving through intelligent automation, AI-driven capabilities, harmonized planning, and scenario simulation. Blue Yonder has announced AI-driven planning and execution capabilities, including planning agents, improved forecast accuracy, inventory optimization, and real-time decisioning. o9 Solutions positions its Digital Brain and Enterprise Knowledge Graph around unifying data, intelligence, execution, and decision-making across the enterprise.

The common thread is clear: planning is no longer being treated only as a periodic batch process. It is being reframed as a continuous decision system.

Traditional planning systems were built to create plans. Modern planning platforms are increasingly expected to interpret events, evaluate scenarios, recommend actions, and coordinate across functions. The next market boundary will be how deeply these systems can retain context, learn from outcomes, and operationalize planning memory.

Planning Is an Exception-Driven Discipline

Planning is often described as a structured process. Demand planning generates a forecast. Supply planning balances capacity and materials. Inventory planning sets buffers. Sales and operations planning reconciles demand, supply, and financial objectives. Execution teams then work from the plan.

That is the clean version.

The actual operating environment is less orderly. Demand changes. Suppliers miss dates. Production yields shift. Transportation capacity tightens. Promotions overperform. Customers revise orders. A port slows down. A warehouse hits a labor constraint. A production line loses a critical component. A supplier has material available, but not in the right region. Inventory exists, but not in the node where demand is emerging.

This is where planning work becomes difficult.

The planner is no longer executing a standard workflow. The planner is interpreting conflicting signals, weighing tradeoffs, and deciding what to do under imperfect information.

That work depends heavily on context.

A shortage is not just a shortage. It matters which product is involved, which customer is affected, whether substitution is possible, whether expediting is available, whether the supplier has failed before, whether the demand signal is reliable, and whether similar exceptions have occurred in the past.

Traditional systems can show parts of this picture. They can identify a constraint, report available inventory, or calculate projected service impact. But they often do not retain the practical learning that comes from resolving the exception.

That is the memory gap.

The Limits of Automation in Planning

Automation works best when the process is stable, repeatable, and governed by clear rules.

If an order meets a threshold, route it for approval. If inventory falls below a reorder point, generate a replenishment signal. If a shipment is delayed, trigger a notification. If a forecast variance exceeds a tolerance, create an alert.

These are useful functions. But planning is not only a rules problem. It is also a context problem.

The same apparent exception may require different responses depending on history, geography, customer priority, supplier behavior, margin impact, and downstream constraints. A rule-based workflow may detect that something is wrong, but it may not understand what the organization has learned from similar situations.

That creates an important consideration as AI is added to planning systems.

If AI is deployed only as a faster automation layer, it may accelerate existing processes without necessarily improving the quality of the underlying decision. It may classify exceptions faster, generate plausible recommendations faster, and push work through the system faster. But if it lacks memory, it may not fully reflect what the organization has learned from prior events.

Speed is valuable when the underlying decision logic is sound.

An AI assistant that cannot remember prior outcomes may recommend the same action that failed last quarter. A planning copilot that lacks supplier-specific context may treat two vendors as equivalent because their master data looks similar. A recommendation engine that does not retain planner feedback may continue surfacing options that users consistently modify or reject.

This is workflow assistance. It can be useful, but it is not sufficient on its own if the objective is adaptive planning intelligence.

Why Memory Matters in Planning AI

Memory matters because supply chains are cumulative systems.

Every exception leaves behind information. Every supplier delay, expedite decision, substitution, missed forecast, customer escalation, and recovery action contains learning. The organization becomes better when that learning is captured and reused.

Without memory, the same lessons are relearned repeatedly.

A planner discovers that a supplier’s lead time is unreliable during a specific season. Another planner later encounters the same issue without that context. A transportation team learns that a lane is vulnerable during certain weather patterns. That insight remains local. A customer service team learns that a customer will accept partial allocation if notified early. That knowledge stays in email history.

The planning system may contain the transaction. It may not contain the lesson.

This is one reason experienced planners are so valuable. They carry operating memory that is broader than formal data. They understand patterns that are not always visible in dashboards. They know when to challenge the system and when to trust it.

AI can help preserve and scale this judgment, but only if memory is designed into the architecture.

That means a planning AI should not merely answer the current question. It should be able to connect the current event to prior events, prior decisions, and prior outcomes.

The better question is not, “What is the recommended action?”

The better question is, “Given what we have seen before, what action is most likely to work in this situation?”

Customer and Case-Study Signals

Public customer and case-study material points in the same direction. Kinaxis cites Merck’s use of RapidResponse for shelf-life planning, including a statement from a Merck supply chain director that the company was able to manage shelf-life planning at a level of detail that helped reduce write-offs due to expiry. Kinaxis states NORMA Group reduced forecasting time from weeks to hours and highlights rapid decision-making and improved customer response time. Similarly, o9’s public food-and-beverage case material emphasizes the role of its knowledge graph in incorporating leading indicators of demand and turning those signals into more accurate forecasts and commercial insights.

These examples should not be overread. They are vendor-published customer and case-study materials, not independent benchmark studies. But they are directionally useful because they show where the market narrative is going.

The story is not simply faster planning. It is more granular planning, more contextual planning, more scenario-aware planning, and more connected planning.

That is why memory matters. A planning system that can connect product shelf life, forecast behavior, demand signals, supplier performance, customer commitments, and prior mitigation outcomes is more useful than a system that only accelerates the current workflow.

What Planning Memory Should Capture

Planning memory needs to be more than a chat history.

A useful memory layer should capture structured operational context. It should associate events with the entities that matter in supply chain planning: suppliers, customers, products, plants, distribution centers, carriers, lanes, purchase orders, production lines, and service commitments.

It should also capture the relationship between decisions and outcomes.

For example, if a supplier misses a shipment, the system should not only log that the shipment was late. It should retain what happened next. Was inventory reallocated? Was production rescheduled? Was an alternate supplier used? Was the customer notified? Did the expedite work? Did the decision protect service, or did it create excess cost?

That outcome history becomes valuable in future planning cycles.

The same applies to demand planning. If forecast error increased during a promotion, the system should retain the context. Was the error caused by customer behavior, poor promotional visibility, regional allocation, weather, pricing, or product substitution? Did the planner override the forecast? Was the override more accurate than the model?

Memory should also capture planner feedback. If users repeatedly reject a recommendation, the system should learn from that pattern. If certain actions are accepted only under specific conditions, that should become part of the decision logic.

In this sense, planning memory is not just storage. It is the foundation for organizational learning.

Implementation Requires More Than a Copilot

The implementation path matters.

Many companies will be tempted to begin and end with a planning copilot. That is understandable. A natural language interface is visible, easy to demonstrate, and useful for productivity. It can help planners ask questions, summarize exceptions, and generate narratives.

A copilot can be valuable, but its strategic value increases substantially when it is connected to an operating memory layer.

A stronger implementation model starts with five layers.

First, companies need a planning data foundation. That includes demand history, inventory positions, supplier performance, order status, production constraints, transportation events, customer commitments, and financial targets. The data does not need to be perfect, but it must be governed, mapped, and trusted enough to support decisions.
Second, companies need entity resolution. The system must know that a supplier, customer, product, or location appearing under different codes or naming conventions is the same operating entity. Without this, memory fragments across systems.
Third, companies need an event and exception history. Every meaningful planning exception should be logged with cause, action, owner, timing, and outcome. This is where many organizations are weak. They capture the transaction, but not the resolution logic.
Fourth, companies need feedback loops. Planner overrides, approvals, rejections, and manual workarounds should become learning signals. The system should know which recommendations were accepted, which were rejected, and what happened after the decision.
Fifth, companies need governance. Memory cannot be treated as an uncontrolled accumulation of old decisions. Some prior actions were good. Some were emergency workarounds. Some were driven by temporary conditions. Some should not be repeated. The memory layer must be auditable, weighted, and subject to business rules.

This is why planning AI implementation is not only an IT project. It is a process redesign and operating-model project.

A Practical Implementation Roadmap

A practical roadmap should start narrow.

The mistake is to try to build memory for the entire planning organization at once. The better approach is to select a high-value planning domain where exceptions are frequent, outcomes are measurable, and experienced planner judgment clearly matters.

Good starting points include supplier delivery exceptions, demand forecast overrides, inventory allocation decisions, capacity-constrained production planning, transportation-related replenishment delays, and customer service prioritization during shortages.

The first implementation step is to define the decision object. For example, in supplier delivery exceptions, the decision object might be: what is the best mitigation action when a critical supplier shipment is at risk?
The second step is to define the memory fields. These may include supplier, part, plant, lane, delay reason, severity, available inventory, customer exposure, mitigation action, cost, service outcome, and planner comments.
The third step is to capture historical cases. Companies do not need years of perfect data to begin. Even 90 to 180 days of well-structured exception history can expose recurring patterns.
The fourth step is to connect retrieval. When a new exception occurs, the system should retrieve similar historical cases, not just generic policy documents.
The fifth step is to introduce recommendations with human review. Early-stage memory-enabled AI should support planners, not act autonomously. The planner should see the recommendation, the supporting history, and the confidence level.
The sixth step is to track outcomes. Did the recommendation work? Did the planner modify it? Did the mitigation protect service? Did it create unexpected cost?
The seventh step is to scale to adjacent decision areas.

This staged approach avoids the common failure pattern of trying to deploy enterprise-wide AI without a clear decision model.

Market Implications for Buyers

The planning software market is becoming harder to evaluate because the language used across the category is converging. Terms such as AI, agents, orchestration, digital brain, cognitive planning, decision intelligence, autonomous supply chain, and control tower are now common across vendor messaging.

Buyers should evaluate what sits beneath those labels.

The key distinction is whether the system can improve decision quality over time. That requires more than an AI interface. It requires persistent context, structured memory, planner feedback, scenario history, and outcome learning.

A vendor demonstration should not only show how the system answers a question. It should show how the system learns from a decision.

For example, buyers should ask the vendor to demonstrate a repeated exception:

A supplier misses a delivery.
The planner chooses a mitigation.
The outcome is recorded.
A similar exception occurs later.
The system retrieves the prior case, explains the similarity, and adjusts the recommendation based on what happened last time.

That is one practical way to distinguish AI that improves the user interface from AI that strengthens the planning intelligence layer.

What Buyers Should Ask Vendors

As AI becomes more common in planning software, buyers need to ask sharper questions.

It is not enough to ask only whether a platform includes a copilot, an agent, or a generative AI interface.

The better questions are operational:

Does the system retain context across planning cycles?
Can it learn from prior exceptions and outcomes?
Can it distinguish between recurring patterns and one-time disruptions?
Can planner feedback change future recommendations?
Can it explain why a recommendation is being made?
Can it connect planning decisions to execution results?
Can it preserve expert knowledge when experienced planners leave?
Can it associate memory with suppliers, lanes, products, customers, and facilities?
Can users audit and govern what the system remembers?
Can the system operate across ERP, APS, TMS, WMS, and customer-service data without losing entity consistency?

These questions help buyers distinguish planning automation from more adaptive planning intelligence.

A system that does not yet support these capabilities may still provide value. It may reduce manual effort and improve usability. But it should be evaluated differently from a more adaptive planning intelligence layer.

The Human Role Does Not Disappear

Memory-enabled AI does not eliminate the planner. It changes the planner’s role.

Planners spend less time searching for context, repeating prior analysis, and reconstructing history. They spend more time evaluating tradeoffs, managing exceptions, coordinating with stakeholders, and improving decision rules.

The best planners become teachers of the system. Their expertise becomes part of a broader operating memory. Their feedback helps the AI improve. Their judgment remains central, but it is no longer trapped entirely in individual experience.

Many planning organizations are not trying to remove people from the process. They are trying to manage complexity without adding endless manual coordination. They need systems that support expert judgment and help less experienced planners make better decisions faster.

That is where AI can provide durable value.

Conclusion

Planning AI needs memory because planning itself is built on accumulated experience.

Automation can reduce effort. It can accelerate workflows. It can make systems easier to use. Those are real gains.

But the larger opportunity is different.

The larger opportunity is to build planning systems that learn from exceptions, preserve operational judgment, and apply context across future decisions. That is how AI moves from productivity tool to planning intelligence.

Supply chains do not need AI that treats every disruption as new.

They need AI that remembers what happened, understands why it mattered, and helps planners make better decisions the next time.

That is where planning AI begins to move beyond automation and toward durable operating intelligence.

The post Planning AI Needs Memory, Not Just Automation appeared first on Logistics Viewpoints.

Continue Reading

Non classé

The Digital Backbone of the Warehouse: Trends Shaping the 2026 WMS Market

Published

on

By

The Digital Backbone Of The Warehouse: Trends Shaping The 2026 Wms Market

The Warehouse Management Systems (WMS) market continues to grow, driven by e-commerce growth, increasing fulfillment complexity, faster delivery expectations, and the need for real-time operational visibility. Organizations are investing in WMS to improve inventory accuracy, throughput, and responsiveness to customer demand. Suppliers are driving WMS progress by implementing capabilities that allow customers to see their warehouse operations digitally, respond to disruptions more quickly, and address labor shortages before they arise.

WMS is shifting from a transactional system of record to a coordination layer across warehouse execution, orchestrating workflows across people, automation, and digital systems. This reflects broader changes in supply chain execution, where integration with robotics, AI, and adjacent systems is now a baseline expectation. ARC research reinforces this view: WMS providers are increasingly expected to manage both manual and automated processes holistically, rather than operate in isolation from material handling systems or automation layers.

Key Trends Redefining the WMS Landscape

Automation as a Core Requirement: Warehouse automation is no longer an add-on; it is a central requirement shaping WMS development. Systems must integrate with robotics, autonomous mobile robots (AMRs), and material handling equipment while balancing human and machine workflows. Learning from past decisions, recommending new ones, and looking into the future to identify anticipated disruptions before they occur.
AI-Driven Execution and Decision Support: AI is increasingly embedded into WMS platforms to support predictive analytics, dynamic slotting, and operational decision-making. In many cases, this includes agent-based tools that help diagnose issues and simulate potential outcomes. Chatbots and agents allow warehouse operators to access information and data faster, reducing the time spent making decisions. Increasingly, companies are releasing solutions on a low-code platform that can be easily customized to an organization’s specific needs.
Convergence Across Supply Chain Execution, WMS is increasingly part of a broader execution ecosystem that includes transportation, yard, labor, and order management. Vendors are positioning their solutions as part of integrated platforms rather than standalone applications. AI is playing a role in the de-siloing of systems. When systems are unified and data is accessible, AI can perform traditional processes, such as stock-out scenarios, which require the ability to see into multiple systems, such as inventory, shipping, and warehousing, much faster than a supply chain planner.

The Challenge: Evaluating a Blurred Market

As these trends converge, the WMS market is becoming more difficult to define and evaluate:

Functional overlap between WMS, WES, robotics platforms, and planning systems
Increasing variation in how vendors describe similar capabilities
Expansion of WMS into adjacent execution domains

This creates a disconnect between traditional market analysis and how buyers actually evaluate solutions. From ARC’s perspective, many of the legacy ways of analyzing the market, such as segmentation by tier or deployment type, do not fully explain how solutions differ in real-world performance or how they are evolving. In response, ARC is shifting its research methodology to better reflect how buyers evaluate technology today. Rather than focusing primarily on market size, segmentation, and historical growth, the approach is placing greater emphasis on:

Functional capabilities (e.g., receiving, picking, optimization, labor management)
Technical architecture (modularity, scalability, cloud readiness, interoperability)
Integration with automation and execution systems
AI capabilities and data utilization
Execution quality and measurable performance impact

This approach aligns with ARC’s internal research scope for WMS, which includes both core execution processes (receiving, put-away, picking, shipping) and add-on modules such as labor management, analytics, and optimization. The shift reflects a broader goal: moving beyond describing the market to understanding solution performance and differentiation at a deeper level.

The Role of the ARC Market Map

To support this shift, ARC has introduced the Market Map as a core analytical framework. The Market Map provides a structured, visual representation of supplier positioning in the WMS market, enabling more consistent and transparent evaluation across vendors.

Evaluation Framework

Suppliers are assessed across two primary dimensions:

Solution Capabilities (Execution Today)
Includes:

Functional capabilities across warehouse processes
Technical architecture (cloud, scalability, interoperability)
Integration with automation and adjacent systems
Execution quality and support services

Strategic Vision (Future Positioning)
Includes:

Product roadmap and innovation strategy
Corporate direction and ecosystem alignment
Customer base and growth trajectory

These dimensions are equally weighted and supported by a structured scoring model that incorporates multiple sub-criteria across both capability and strategy dimensions. The Market Map reflects ARC’s view that the WMS market is no longer defined solely by functionality; it is defined by how well solutions integrate across the warehouse ecosystem. WMS solutions are being compared on their ability to support automation and AI-driven execution, and how well the vendors are prepared for future supply chain demands. As markets grow and technology progresses, we also need to develop new ways to analyze and understand market dynamics. By combining both current capabilities and long-term strategy, the framework provides a more complete view of vendor positioning than traditional market rankings.

Vendor Outreach

ARC has been conducting market research for over 30 years, and we, too, have changed and adapted with the times and technology. From pen and paper to an online market analysis platform that allows for dynamic visualizations. We have adapted and progressed alongside the clients we serve, which is why we are looking forward to delivering our first batch of Market Maps this summer.

We are currently speaking with Vendors in the Warehouse Management System market. Learning about each solution’s differentiators, functional capabilities, and much more. If you’d like to be added to our vendor list and included in our WMS Market Map research, please reach out to (gsimon@arcweb.com).

Manhattan Associates
Blue Yonder
Oracle
SAP

Körber (HighJump / Infios)
Infor
Microsoft (Dynamics 365)
NetSuite

Epicor
Acumatica
Tecsys
Made4net

Mecalux
Generix Group
Deposco
Logiwa

ShipHero
3PL Central (Extensiv)
Infoplus
Cadre Technologies

The post The Digital Backbone of the Warehouse: Trends Shaping the 2026 WMS Market appeared first on Logistics Viewpoints.

Continue Reading

Non classé

Help Shape the Supply Chain Decision Intelligence Market Map

Published

on

By

Help Shape The Supply Chain Decision Intelligence Market Map

As AI, visibility, planning, risk, and orchestration platforms converge, Logistics Viewpoints is developing an analyst-defined Market Map to clarify where decision-making value is emerging — and supplier participation is now welcome.

Supply chain technology markets are becoming harder to evaluate. Established software categories still matter, but they no longer explain where much of the new differentiation is emerging. Planning systems are adding orchestration. Visibility platforms are moving into exception management and recommendation engines. Risk platforms are becoming operating signal layers. Enterprise application vendors are embedding AI across broader suites. Specialized providers are using external data, event intelligence, and analytics to help companies respond faster to disruption.

For buyers, the result is a more complicated evaluation environment. For suppliers, the challenge is positioning. Many companies now use similar language — AI, orchestration, control tower, resilience, visibility, automation, intelligence — while solving different problems at different layers of the operating model.

That is why Logistics Viewpoints is developing the Supply Chain Decision Intelligence Market Map, an analyst-defined view of one of the most important emerging layers in supply chain technology.

Supplier participation is now welcome. If your company is listed below, or if your company is active in supply chain decision intelligence, AI-enabled decision support, orchestration, event intelligence, risk, resilience, control towers, visibility, planning intelligence, or related areas, this is the time to engage. Participation helps ensure that your capabilities are understood accurately before the Market Map is finalized.

The Market Map is designed to clarify the layer above and across core supply chain systems where data is interpreted, signals are connected, tradeoffs are evaluated, and better operating decisions are made. This is not intended to be another logo landscape. The purpose is to define the market, establish boundaries, organize the provider landscape, and create a more disciplined basis for buyer and supplier conversations.

Why Decision Intelligence Matters

For decades, supply chain technology was organized around familiar application categories: ERP, WMS, TMS, planning, procurement, order management, visibility, and execution platforms. Those systems remain essential. But they do not fully explain where value is moving.

The most important shift is the emergence of an intelligence layer that helps companies understand what is changing, why it matters, what options are available, and what action should be taken. That is the practical meaning of Supply Chain Decision Intelligence.

The category includes technologies that materially improve how supply chain decisions are made across planning, execution, coordination, disruption response, risk management, logistics, sourcing, fulfillment, and multi-enterprise operations. It is broader than a single application category, but it is not a catch-all for every vendor using AI language.

The governing test is straightforward: does the technology improve decision quality in a meaningful supply chain operating context?

A dashboard is not decision intelligence. A transactional execution system is not decision intelligence simply because it stores operational data. A generic AI platform is not automatically part of the category unless it is materially tied to supply chain decision-making. The Market Map is intended to hold that boundary.

Providers Currently Under Review

The Supply Chain Decision Intelligence Market Map is being developed around a curated set of providers whose capabilities appear to intersect with this emerging intelligence layer. Providers currently under review include:

Altana
Blue Yonder
Coupa
e2open
Everstream
FourKites
Interos
Kinaxis
Manhattan
o9
Oracle
Overhaul
project44
SAP

These companies do not all compete in the same way. That is precisely why the market needs structure.

Some are associated with planning, scenario analysis, and decision optimization. Some are stronger in logistics visibility, event data, transportation intelligence, or control tower capabilities. Some focus on supplier risk, trade intelligence, resilience, or multi-enterprise network coordination. Some are broad enterprise application providers extending intelligence across large installed bases. Others are more specialized providers focused on risk signals, shipment intelligence, orchestration, or external operating context.

The analytical value of the Market Map comes from making those differences visible. A buyer evaluating supply chain decision intelligence should not treat all of these providers as interchangeable. Nor should suppliers be forced into legacy categories that obscure their actual role in decision support.

Why Suppliers Should Participate

Supplier participation matters because this market is still being defined.

Many providers have capabilities that cross legacy category lines. A company may be known for visibility but now offer decision automation. A planning vendor may increasingly support cross-functional orchestration. A risk platform may function as an operating intelligence layer. A network provider may support decision-making across parties, geographies, and systems.

If those distinctions are not understood clearly, suppliers risk being positioned too narrowly, grouped with adjacent providers that solve different problems, or evaluated only through outdated category labels.

Participation gives suppliers an opportunity to clarify:

How their platform improves supply chain decision-making
Where their capabilities sit relative to planning, execution, visibility, risk, and orchestration
What data, AI, analytics, workflow, or network capabilities support decision quality
Which use cases best demonstrate enterprise value
How their solution differs from adjacent providers that may sound similar in the market

This is especially important in a category where language has become crowded. “AI,” “control tower,” “visibility,” “orchestration,” “resilience,” and “decision intelligence” can mean very different things depending on the provider. The Market Map process is intended to separate substance from terminology.

For suppliers, the benefit is not promotional placement. It is accurate market understanding. A well-informed Market Map helps buyers better understand the provider landscape — and helps suppliers avoid being misread by the market.

Inclusion and Exclusion Logic

The Market Map will focus on technologies that contribute directly to better supply chain decisions.

Relevant capabilities include decision-support layers, orchestration and coordination tools, AI and advanced analytics tied to operating decisions, control towers with real decision depth, context and event intelligence, scenario modeling, cross-functional intelligence environments, and selected enabling infrastructure where the connection to decision quality is explicit.

This includes technologies that help enterprises interpret signals from internal systems and external operating environments. Shipment delays, supplier risk, demand shifts, geopolitical events, inventory constraints, transportation disruption, port congestion, regulatory exposure, and weather events become more useful when they are connected to decisions.

Clear exclusions are equally important. Core systems of record are not included simply because they are important. ERP, WMS, TMS, planning, procurement, and asset management systems belong in the discussion only when they demonstrate a meaningful intelligence layer above the transactional core.

Pure execution tools without decision depth also remain outside the center of the category. The same applies to horizontal BI tools, generic enterprise AI platforms, and narrow point solutions with limited strategic relevance.

These technologies may be useful. Some may even enable decision intelligence. But enablement is not the same as category membership. The objective is not to reward every AI message in the market. The objective is to identify where real decision-making value is emerging.

Why This Is Commercially Important

Decision intelligence is becoming one of the more important ways to understand the next stage of supply chain technology. The market is not moving simply toward more software. It is moving toward more interpretation, more coordination, more contextual awareness, and more decision support across fragmented operating environments.

That shift has implications for both buyers and suppliers. Buyers need a better way to compare providers whose capabilities cut across traditional categories. Suppliers need a more disciplined way to explain where they fit and why they matter. Analysts need a framework that can separate category substance from marketing language.

The Supply Chain Decision Intelligence Market Map is designed to provide that structure.

It will not answer every selection question. No market map can. But it can help buyers ask better questions, compare providers more intelligently, and understand which capabilities are truly central to decision improvement. It can also help suppliers understand how their market position may be perceived within a broader, analyst-defined framework.

Participation Is Welcome

Logistics Viewpoints welcomes supplier participation in the Supply Chain Decision Intelligence Market Map process.

If your company is listed above, participation can help ensure that Logistics Viewpoints has the most accurate understanding of your capabilities, positioning, and role in the market. If your company is not listed but is active in supply chain decision intelligence, AI-enabled supply chain decision support, orchestration, event intelligence, resilience, control tower capabilities, planning intelligence, visibility, supplier risk, trade intelligence, or related areas, we welcome the opportunity to understand where you fit.

Participation does not mean guaranteed positioning, endorsement, or favorable treatment. The value of the Market Map depends on analytical discipline. But supplier input can materially improve the quality of the research, sharpen category boundaries, and ensure that relevant capabilities are understood before the map is finalized.

For suppliers active in this market, non-participation carries a practical risk: your company may still be evaluated based on available information, but without the benefit of your most current explanation of strategy, capability depth, roadmap direction, and customer value proposition.

Next Step

Logistics Viewpoints is developing the Supply Chain Decision Intelligence Market Map as part of a broader Market Maps portfolio for supply chain technology buyers and providers.

To request the Executive Summary, discuss the Supplier Selection Guide, or explore participation in a Supplier Spotlight, contact Logistics Viewpoints.

If you are one of the suppliers listed above, or if your company is active in this market, we welcome your participation in the process.

The post Help Shape the Supply Chain Decision Intelligence Market Map appeared first on Logistics Viewpoints.

Continue Reading

Non classé

Hormuz tension keeps pressure on rates; Section 122 invalidated – May 12, 2026 Update

Published

on

By

Hormuz tension keeps pressure on rates; Section 122 invalidated – May 12, 2026 Update

Published: May 12, 2026

Blog

Weekly highlights

Ocean rates – Freightos Baltic Index

Asia-US West Coast prices (FBX01 Weekly) increased 4%.

Asia-US East Coast prices (FBX03 Weekly) increased 1%.

Asia-N. Europe prices (FBX11 Weekly) increased 10%.

Asia-Mediterranean prices(FBX13 Weekly) decreased 5%.

Air rates – Freightos Air Index

China – N. America weekly prices stayed level.

China – N. Europe weekly prices decreased 3%.

N. Europe – N. America weekly prices decreased 3%.

Analysis

The US paused its Operation Freedom, designed to support vessel transits out of the Strait of Hormuz – and which sparked renewed US-Iran exchanges of fire as well as Iranian missile attacks on Gulf states last week – less than two days after its launch.

Even amid sporadic military engagement, US-Iran negotiations continue, though the sides remain far apart, with President Trump stating that he may restart the operation if negotiations stall. In the meantime, Iran announced the creation of a Persian Gulf Strait Authority through which vessels are required to request permission – and possibly pay – to pass through the strait.

Maersk CEO Vincent Clerc estimates that elevated fuel prices due to the closure has the carrier facing $500M per month in additional costs. He also reports that Maersk has so far been able to pass those costs on to customers via higher freight rates.

Freightos Baltic Index container price behavior has varied by lane, however, with transpacific rates up about $1,000/FEU compared to before the war, while Asia – Europe prices that climbed by a few hundred dollars per FEU in March have mostly slipped back to pre-war levels. Asia – N. Europe rates climbed by 10% last week to $2,850/FEU, but prices so far this week are trending down, similar to rate behavior to the Mediterranean earlier this month.

Carriers are planning additional, likely modest, increases for mid-month. In preparation, they are stepping up blanked sailings – with reports of east-west service space getting tight and some containers being rolled – to support higher spot rates during what is still a low demand stretch, and hoping peak season demand picks up to support prices later in the year.

The latest National Retail Federation US ocean import volume report projects June arrivals to be 2% lower than May, with volumes increasing 4% month on month in July before easing slightly in August and further in September. If these estimates materialize, transpacific peak season will be a muted one relative to recent years, with the July peak 8% lower than last year’s tariff driven burst, but also 6% lower than the August peak in 2024.

The NRF suggests that this relative weakness reflects importer caution due to current economic uncertainty. Maersk’s Clerc also suggests that a coming downturn in ocean demand due to higher consumer prices is possible and could make this year’s H2 challenging and possibly loss-making for carriers still facing elevated fuel costs.

Elevated jet fuel prices are contributing to global air cargo rates that are 30% higher than before the war and year on year. Higher costs are pushing some volumes away from the skies when feasible, including some Asia – Europe shippers opting for ocean-air services via West Coast US ports.

Overall though, the market is stabilizing as air space closures decrease and capacity from Gulf carriers continues to recover. Jet fuel prices have also leveled out after coming down from April highs as the market has shifted sourcing for jet fuel – and energy exports more generally – to the extent possible to account for the Persian Gulf export drop, and as demand for fuel has also eased as carriers scrap unprofitable flights.

Freightos Air Index rates decreased slightly or were level on most major lanes last week. Prices out of China were stable at $5.47/kg to N. America and dipped 3% to $5.16/kg to Europe. While China – US rates are now back to pre-war levels, prices to Europe remain 50% higher, but down 15% from their peak in April. S. Asia – Europe rates were stable at $4.66/kg last week – a level 80% higher than in February – but down 10% from a month ago. SEA – Europe prices meanwhile were up double digits last week to a new high of $5.74/kg.

In trade war news, President Trump and China’s Xi Jinping are set to meet in Beijing later this week for a summit aimed at stabilizing the US-China trade relationship – whose status quo will expire in November – but complicated by the Iran war.

US tariffs on China are lower at the moment than before the US Supreme Court invalidated Trump’s IEEPA-based tariffs in February. The White House replaced IEEPA duties with a 10% global tariff based on Section 122 that is set to expire in late July, with the administration working to replace the 122 duty with Section 301-based IEEPA-like tariffs by then.

Last week though, the US Court of International Trade ruled that the president’s use of Section 122 was invalid. The ruling and the court-required refunds were limited to the specific plaintiffs in the case, but open the door for other businesses to sue as well. The White House has appealed the ruling and asked that the tariffs stay in place during the appeals process or until they expire, but these developments do set the stage for another possible widespread tariff refund.

Discover Freightos Enterprise

Freightos Terminal: Real-time pricing dashboards to benchmark rates and track market trends.

Procure: Streamlined procurement and cost savings with digital rate management and automated workflows.

Rate, Book, & Manage: Real-time rate comparison, instant booking, and easy tracking at every shipment stage.

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.

Put the Data in Data-Backed Decision Making

Freightos Terminal helps tens of thousands of freight pros stay informed across all their ports and lanes

The post Hormuz tension keeps pressure on rates; Section 122 invalidated – May 12, 2026 Update appeared first on Freightos.

Continue Reading

Trending