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July 14, 2026

Who are the top experts in air cargo in 2026?

6 episodes6 podcastsOct 30, 2025 – Mar 25, 2026
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The provided research materials do not identify a comprehensive list of top experts in air cargo for 2026, as the sources are predominantly focused on the trucking and ocean freight markets. The sole expert cited in relation to air cargo is Ryan Peterson, who notes that Middle Eastern carriers, including Emirates, Qatar, Etihad, and Saudia, collectively account for **18%** of the world's total air cargo capacity . The remaining materials detail the perspectives of experts in other freight sectors, providing a broader market context but no further specific insights into air cargo leadership or analysis.

The most frequently cited expert, Paul Pfeiffer, offers extensive analysis of the U.S. trucking market. He characterizes the start of 2026 as the continuation of the longest, though not the deepest, freight recession on record [11, 22]. Pfeiffer anticipates gradual changes rather than dramatic swings, with no guaranteed catalysts for significant shifts in supply or demand [1, 2, 4, 13, 27]. He predicts that freight rates are at an inflection point and poised to increase, driven primarily by carrier discipline in rejecting unprofitable loads rather than by macroeconomic growth [7, 12, 18, 24]. This carrier discipline is evidenced by a willingness to accept lower positions on routing guides to prioritize profitability over volume . A tight supply-demand balance was already apparent in late 2025, when minor events pushed freight into the higher-priced spot market, a trend that atypically persisted into early January 2026 [8, 20].

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Experts focused on ocean freight and general logistics provide a complementary view of the market at the start of 2026. Dave, the CEO of Navia North America, anticipates that ocean carriers will attempt to maintain rates of approximately **$3,000** to the U.S. West Coast following successful General Rate Increases in late 2025 and early 2026 [3, 10, 23, 30]. However, he also forecasts a potential 10% decline in year-over-year volume for the first quarter of 2026 . This is attributed to U.S. companies managing existing elevated inventories rather than replenishing stock amid uncertainty in trade and customs policies [14, 19]. Separately, Jared Flynn is identified as an expert with a bullish outlook on the bulk freight market heading into 2026 [21, 26].

What the sources say

Points of agreement

  • The U.S. freight market entered 2026 in the longest, though not deepest, recession on record.
  • Freight rates are at an inflection point and are expected to increase in 2026.
  • The market recovery in 2026 is anticipated to be gradual and characterized by stagnation rather than a swift rebound.
  • Ocean freight carriers actively managed rates through General Rate Increases (GRIs) around the start of 2026.

Points of disagreement

  • Paul Pfeiffer predicts rate increases will be driven by carrier discipline, while other analysis suggests a macroeconomic lift could accelerate pressure on rates.
  • Jared Flynn is bullish on the bulk freight market, while Dave from Navia notes forecasts of a 10% year-over-year volume decline in Q1 for the broader market.
  • One perspective is that companies will manage existing high inventories, suggesting low demand, while another expects strong pre-Chinese New Year shipping volumes.

Sources

Anderson Trucking ServiceFEB 2, 2026

2026 Freight Market Forecast: Rates Are About to Shift Again

This source features expert Paul Pfeiffer's analysis that the U.S. freight market is at an inflection point where rates will gradually rise in 2026, driven by carrier discipline.

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NaviaJAN 20, 2026

Freight Market Outlook 2026 | Ocean Freight Trends, Capacity & Planning

This source provides insights from Dave (CEO) and Yanis Papantimos on ocean freight, covering rate increases, inventory management, and volume forecasts for early 2026.

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Prof G MarketsMAR 25, 2026

Is the Oil Crisis About to Break Global Supply Chains? | Prof G Markets

This source contributes a specific data point from Ryan Peterson on the 18% market share of Middle Eastern carriers in global air cargo capacity.

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Everything is LogisticsFEB 19, 2026

Manifest 2026 Logistics Trends: AI Agents, Freight Fraud, Drones & Visibility

This source reports that large logistics firms are already using AI agents to automatically book over 70% of their freight.

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FreightonomicsOCT 30, 2025

Freight Market vs. Bulk Market: Spot Rates, Trade Wars, & 2026 Outlook | Freightonomics

This source includes Jared Flynn's bullish outlook and expectation of continued growth opportunities for the bulk freight market heading into 2026.

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The Intermodal Logistics ChannelJAN 9, 2026

2026 Freight Forecast: Rates, Demand & Volume Outlook for Trucking, Intermodal and Logistics

This source posits that the freight market will face a period of stagnation in 2026 rather than a quick recovery.

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