As global shipping markets show signs of stabilization after a period of geopolitical disruption, freight forwarders are anticipated to face new commercial pressures in the second half of 2026. This outlook, shared by Oliver Gritz, CEO of OntegosCloud, suggests a transition from disruption-driven profits to a more competitive environment.
For freight forwarders and operations managers, this means a potential squeeze on profitability. The easing of geopolitical tensions, particularly the prospect of peace between the United States and Iran, could lead to a reduction in war risk premiums and a return to more predictable shipping routes and schedules. This stability, while beneficial for overall supply chain reliability, often translates to increased competition among forwarders and downward pressure on freight rates. Forwarders may need to re-evaluate their pricing strategies, focus on operational efficiencies, and enhance value-added services to maintain margins. Capacity management and carrier contract negotiations will become even more critical in a less volatile market.
