{"id":98019,"date":"2026-07-13T08:16:57","date_gmt":"2026-07-13T08:16:57","guid":{"rendered":"https:\/\/transportjournal.com\/2026\/07\/13\/la-demanda-de-transporte-aereo-aumenta-globalmente-por-la-ia\/"},"modified":"2026-07-13T11:34:05","modified_gmt":"2026-07-13T09:34:05","slug":"la-demanda-de-transporte-aereo-aumenta-globalmente-por-la-ia","status":"publish","type":"post","link":"https:\/\/transportjournal.com\/es\/2026\/07\/13\/la-demanda-de-transporte-aereo-aumenta-globalmente-por-la-ia\/","title":{"rendered":"La demanda de transporte a\u00e9reo aumenta globalmente por la IA"},"content":{"rendered":"

La demanda mundial de carga a\u00e9rea aument\u00f3 un 7% en junio de 2026, lo que se debe principalmente a la excepcional demanda de semiconductores y productos de hardware relacionados con la inteligencia artificial. Sin embargo, seg\u00fan los \u00faltimos datos de mercado de la empresa de an\u00e1lisis Xeneta, hay signos de una desaceleraci\u00f3n en los precios spot, que est\u00e1n disminuyendo en l\u00ednea con las expectativas tras la disminuci\u00f3n del conflicto en Oriente Medio, la recuperaci\u00f3n de las capacidades en los grandes aeropuertos de la regi\u00f3n del Golfo y una ca\u00edda en los precios del queroseno.<\/p>\n

Los precios spot globales de carga a\u00e9rea aumentaron en junio un 38% en comparaci\u00f3n con el a\u00f1o anterior, alcanzando un promedio de 3,40 USD por kg. Sin embargo, Xeneta se\u00f1ala que el crecimiento se est\u00e1 desacelerando, ya que en mayo fue del 41%. Esto sugiere que el mercado se est\u00e1 estabilizando en t\u00e9rminos de precios.<\/p>\n

Demanda sostenible a trav\u00e9s de la IA<\/h3>\n

La demanda se mantiene sorprendentemente fuerte, ya que los vol\u00famenes en el \u00e1mbito de la inteligencia artificial (IA) compensan la ca\u00edda en el comercio electr\u00f3nico, que en los \u00faltimos dos a tres a\u00f1os fue el principal motor de crecimiento de la carga a\u00e9rea. Niall van de Wouw, Director de Carga A\u00e9rea de Xeneta, calific\u00f3 el crecimiento de la demanda en junio como notable y se\u00f1al\u00f3 que los vol\u00famenes actuales de carga a\u00e9rea „desaf\u00edan la gravedad“, lo que se debe principalmente al aumento de los env\u00edos relacionados con la IA en las rutas entre la regi\u00f3n de Asia-Pac\u00edfico y Am\u00e9rica del Norte.<\/p>\n

„El impacto de la IA es f\u00e1cil de subestimar, ya que representa solo una peque\u00f1a parte del volumen total de carga a\u00e9rea: menos del 10% de lo que se transporta. Pero los hechos que confirman su papel como principal motor del crecimiento de la carga a\u00e9rea son indiscutibles“, dijo van de Wouw.<\/p>\n

Las ventas mundiales de semiconductores se m\u00e1s que duplicaron en abril en comparaci\u00f3n con el a\u00f1o anterior, aumentando un 106%, lo que representa el crecimiento m\u00e1s fuerte desde que la Organizaci\u00f3n de Estad\u00edsticas del Comercio de Semiconductores del Mundo comenz\u00f3 a registrar datos en 1986. Este aumento ha convertido al espacio transpac\u00edfico en el corredor de carga a\u00e9rea m\u00e1s fuerte de este a\u00f1o, aunque los vol\u00famenes entre China y Estados Unidos han disminuido debido a los aranceles.<\/p>\n

Aunque los precios de carga a\u00e9rea global muestran signos de relajaci\u00f3n, los precios en los corredores de Asia del Este y Sudeste hacia Am\u00e9rica del Norte, que se benefician m\u00e1s de los env\u00edos relacionados con la IA, son una clara se\u00f1al de \u00e9xito en el \u00e1mbito de la IA. Estos aumentaron en la \u00faltima semana de junio un 41% y un 42% en comparaci\u00f3n con finales de febrero.<\/p>\n

Demanda sostenible y ca\u00edda del comercio electr\u00f3nico<\/h3>\n

A pesar del crecimiento desacelerado de los precios, la demanda muestra pocas se\u00f1ales de enfriamiento. El crecimiento del 7% en junio super\u00f3 las expectativas, mientras que la oferta creci\u00f3 un 3%, principalmente debido al regreso de las capacidades que hab\u00edan sido suspendidas por las interrupciones en Oriente Medio. Esta desigualdad aument\u00f3 el factor de carga din\u00e1mica en tres puntos porcentuales en comparaci\u00f3n con el a\u00f1o anterior, alcanzando el 62%.<\/p>\n

Se espera que la demanda de carga a\u00e9rea aumente un 4% en los primeros seis meses de 2026 en comparaci\u00f3n con el a\u00f1o anterior, lo que seg\u00fan Xeneta en su \u00faltimo Air Freight Outlook Update no se hab\u00eda anticipado.<\/p>\n

Sin embargo, la demanda de comercio electr\u00f3nico, que en los \u00faltimos a\u00f1os ha impulsado el crecimiento de la carga a\u00e9rea, muestra signos de declive. Las exportaciones de comercio electr\u00f3nico de China (gr\u00e1fico) y productos de bajo valor cayeron un 7% en mayo en comparaci\u00f3n con el a\u00f1o anterior, lo que representa la sexta ca\u00edda consecutiva. La situaci\u00f3n var\u00eda seg\u00fan el destino: los env\u00edos a Europa cayeron un 15%, a Asia-Pac\u00edfico un 4%, mientras que los flujos hacia Estados Unidos aumentaron un 26%, aunque permanecen por debajo de los niveles anteriores a la prohibici\u00f3n de la exenci\u00f3n de de minimis.<\/p>\n

Parte de la ca\u00edda podr\u00eda representar un cambio, ya que los paquetes individuales B2C se est\u00e1n convirtiendo en entregas de carga a\u00e9rea m\u00e1s grandes y consolidadas que no se registran en los datos de paquetes de comercio electr\u00f3nico. Sin embargo, la tendencia subyacente es clara: tras a\u00f1os como el mayor elemento de crecimiento de la carga a\u00e9rea, el motor del comercio electr\u00f3nico B2C se ha detenido.<\/p>\n

 <\/p>\n

tiaca.org<\/a><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

La demanda mundial de transporte a\u00e9reo aument\u00f3 un 7% en junio de 2026, mientras los precios muestran signos de estabilizaci\u00f3n, especialmente en los corredores hacia Am\u00e9rica del 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