{"id":98021,"date":"2026-07-13T08:16:57","date_gmt":"2026-07-13T08:16:57","guid":{"rendered":"https:\/\/transportjournal.com\/2026\/07\/13\/demanda-por-transporte-aereo-aumenta-globalmente-devido-a-ia\/"},"modified":"2026-07-13T11:34:08","modified_gmt":"2026-07-13T09:34:08","slug":"demanda-por-transporte-aereo-aumenta-globalmente-devido-a-ia","status":"publish","type":"post","link":"https:\/\/transportjournal.com\/pt-pt\/2026\/07\/13\/demanda-por-transporte-aereo-aumenta-globalmente-devido-a-ia\/","title":{"rendered":"Demanda por transporte a\u00e9reo aumenta globalmente devido \u00e0 IA"},"content":{"rendered":"

A demanda global por frete a\u00e9reo aumentou 7% em junho de 2026, principalmente devido \u00e0 demanda excepcional por semicondutores e produtos de hardware relacionados \u00e0 IA. No entanto, segundo os mais recentes dados de mercado da empresa de an\u00e1lise Xeneta, h\u00e1 sinais de uma desacelera\u00e7\u00e3o nos pre\u00e7os \u00e0 vista, que est\u00e3o caindo em linha com as expectativas ap\u00f3s a diminui\u00e7\u00e3o do conflito no Oriente M\u00e9dio, a recupera\u00e7\u00e3o das capacidades nos grandes aeroportos da regi\u00e3o do Golfo e uma queda nos pre\u00e7os do querosene.<\/p>\n

Os pre\u00e7os globais \u00e0 vista para frete a\u00e9reo subiram 38% em junho em compara\u00e7\u00e3o ao ano anterior, alcan\u00e7ando uma m\u00e9dia de 3,40 USD por kg. No entanto, segundo a Xeneta, o crescimento est\u00e1 desacelerando, j\u00e1 que em maio foi de 41%. Isso sugere que o mercado est\u00e1 se estabilizando em rela\u00e7\u00e3o \u00e0 precifica\u00e7\u00e3o.<\/p>\n

Demanda sustent\u00e1vel por IA<\/h3>\n

A demanda permanece surpreendentemente forte, pois os volumes no setor de Intelig\u00eancia Artificial (IA) compensam a queda no com\u00e9rcio eletr\u00f4nico, que nos \u00faltimos dois a tr\u00eas anos foi o principal motor de crescimento do frete a\u00e9reo. Niall van de Wouw, Chief Airfreight Officer da Xeneta, classificou o crescimento da demanda em junho como not\u00e1vel e destacou que os volumes atuais de frete a\u00e9reo „desafiam a gravidade“, principalmente devido ao aumento das remessas relacionadas \u00e0 IA nas rotas entre a regi\u00e3o da \u00c1sia-Pac\u00edfico e a Am\u00e9rica do Norte.<\/p>\n

„As consequ\u00eancias da IA s\u00e3o f\u00e1ceis de subestimar, pois representam apenas uma pequena parte do volume total de frete a\u00e9reo \u2013 menos de 10% do que \u00e9 transportado. Mas os fatos que confirmam seu papel como principal motor do crescimento do frete a\u00e9reo s\u00e3o ineg\u00e1veis“, disse van de Wouw.<\/p>\n

As vendas globais de semicondutores mais que dobraram em abril em compara\u00e7\u00e3o ao ano anterior, aumentando 106%, o que representa o maior crescimento desde o in\u00edcio dos registros pela World Semiconductor Trade Statistics Organization em 1986. Esse aumento fez da regi\u00e3o transpac\u00edfica o corredor de frete a\u00e9reo mais forte deste ano, mesmo que os volumes entre a China e os EUA tenham diminu\u00eddo devido a tarifas.<\/p>\n

Embora os pre\u00e7os do frete a\u00e9reo global mostrem sinais de relaxamento, os pre\u00e7os nos corredores do Nordeste e Sudeste Asi\u00e1tico para a Am\u00e9rica do Norte, que mais se beneficiam das remessas relacionadas \u00e0 IA, s\u00e3o um sinal claro do sucesso na \u00e1rea de IA. Esses pre\u00e7os subiram 41% e 42% na \u00faltima semana de junho em compara\u00e7\u00e3o ao final de fevereiro.<\/p>\n

Demanda sustent\u00e1vel e queda no com\u00e9rcio eletr\u00f4nico<\/h3>\n

Apesar do crescimento desacelerado dos pre\u00e7os, a demanda mostra poucos sinais de esfriamento. O crescimento de 7% em junho superou as expectativas, enquanto a oferta cresceu 3%, principalmente devido ao retorno das capacidades que estavam suspensas devido a dist\u00farbios no Oriente M\u00e9dio. Essa desigualdade aumentou o fator de carga din\u00e2mica em tr\u00eas pontos percentuais em compara\u00e7\u00e3o ao ano anterior, alcan\u00e7ando 62%.<\/p>\n

A demanda por frete a\u00e9reo deve aumentar 4% nos primeiros seis meses de 2026 em compara\u00e7\u00e3o ao ano anterior, o que, segundo a Xeneta em sua mais recente atualiza\u00e7\u00e3o do Air Freight Outlook, n\u00e3o era esperado.<\/p>\n

No entanto, a demanda do com\u00e9rcio eletr\u00f4nico, que nos \u00faltimos anos impulsionou o crescimento do frete a\u00e9reo, mostra sinais de queda. As exporta\u00e7\u00f5es da China no setor de com\u00e9rcio eletr\u00f4nico (gr\u00e1fico) e produtos de baixo valor ca\u00edram 7% em maio em compara\u00e7\u00e3o ao ano anterior, marcando a sexta queda consecutiva. A situa\u00e7\u00e3o varia conforme o destino: as remessas para a Europa ca\u00edram 15%, para a \u00c1sia-Pac\u00edfico 4%, enquanto os fluxos para os EUA aumentaram 26%, mas permanecem abaixo dos n\u00edveis anteriores \u00e0 proibi\u00e7\u00e3o da isen\u00e7\u00e3o de de minimis.<\/p>\n

Parte da queda pode representar uma mudan\u00e7a, j\u00e1 que pacotes individuais B2C est\u00e3o sendo convertidos em remessas de frete a\u00e9reo maiores e consolidadas, que n\u00e3o s\u00e3o capturadas nos dados de pacotes de com\u00e9rcio eletr\u00f4nico. No entanto, a tend\u00eancia subjacente \u00e9 clara: ap\u00f3s anos como o maior elemento de crescimento do frete a\u00e9reo, o motor do com\u00e9rcio eletr\u00f4nico B2C chegou a um impasse.<\/p>\n

 <\/p>\n

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

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

A demanda global por transporte a\u00e9reo aumentou em 7% em junho de 2026, enquanto os pre\u00e7os mostram sinais de estabiliza\u00e7\u00e3o, especialmente nos corredores para a Am\u00e9rica do Norte.<\/p>\n","protected":false},"author":12,"featured_media":98016,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1625,44421,1626,1622,44337,1623,1617,44463,1624,44519,1618],"tags":[71763,3447,71764,5214,23783,71765,33162,2255,71766,5396,2737,20203,71767,71768,71769,2265,2115,2116,15056,15059,2122,6947,71770,33166,7930,7932,2125,5408,71771,3561,2373,2133,1831,2622,71772,33168,71773,3472,2284,2287,3475,71774,71775,1800,32340,32341,3157,2145,71776,2148,23581,2781,71777,7936,5236,2641,71778,71779,2155,1837,2299],"class_list":["post-98021","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-africa","category-alta-tecnologia","category-americas","category-asia-pacifico","category-cep-correio-expresso-encomendas","category-europa","category-expedicao-e-logistica","category-mcg","category-medio-oriente","category-produtos-de-consumo","category-transporte-aereo-de-mercadorias","tag-air-freight-corridors","tag-air-freight-market","tag-air-freight-price-trends","tag-air-freight-prices","tag-air-freight-spot-rates","tag-air-freight-to-asia-francais-fret-aerien","tag-air-freight-to-europe","tag-air-freight-volumes","tag-analyse-de-marche-xeneta","tag-artificial-intelligence","tag-asia-pacific-region","tag-asiatisch-pazifischer-raum","tag-capacity-recovery","tag-corridors-de-fret-aerien","tag-declin-du-commerce-electronique","tag-deutsch-luftfracht","tag-digitalisierung-in-der-logistik","tag-digitalization-in-logistics","tag-e-commerce-decline","tag-e-commerce-rueckgang","tag-fachkraeftemangel-logistik","tag-fret-aerien-vers-lamerique-du-nord","tag-fret-aerien-vers-lasie","tag-fret-aerien-vers-leurope","tag-halbleiterindustrie","tag-industrie-des-semi-conducteurs","tag-industrie-du-transport","tag-intelligence-artificielle","tag-kapazitaetsrueckkehr","tag-kuenstliche-intelligenz","tag-labor-shortage-logistics","tag-logistics-service-providers","tag-logistikdienstleister","tag-logistique-durable","tag-luftfracht-nach-asien-english-air-freight","tag-luftfracht-nach-europa","tag-luftfrachtkorridore","tag-luftfrachtmarkt","tag-luftfrachtpreise","tag-luftfrachtvolumina","tag-marche-du-fret-aerien","tag-market-analysis-xeneta","tag-marktanalyse-xeneta","tag-nachhaltige-logistik","tag-nordamerika-luftfracht","tag-north-america-air-freight","tag-numerisation-dans-la-logistique","tag-penurie-de-main-doeuvre-logistique","tag-preistrends-luftfracht","tag-prestataires-de-services-logistiques","tag-prix-du-fret-aerien","tag-region-asie-pacifique","tag-retour-de-capacite","tag-semiconductor-industry","tag-spotpreise-luftfracht","tag-sustainable-logistics","tag-tarifs-spot-du-fret-aerien","tag-tendances-des-prix-du-fret-aerien","tag-transport-industry","tag-transportwirtschaft","tag-volumes-de-fret-aerien"],"acf":[],"yoast_head":"\nDemanda 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