FedEx CEO calls current supply chain upheaval the biggest shift in 35 years as trade routes redraw globally FedEx CEO Raj Subramaniam described the current supply chain upheaval as the biggest shift in 35 years, driven by tariffs and geopolitical tensions. These forces are leading to a reevaluation and potential rewiring of global trade routes. The logistics sector in South Africa is responding to these global changes, indicating a broader impact on regional transportation networks. This story was produced through MarketScale. See how Transportation teams put it to work with Partner & Channel Enablement. Key facts, context, and what it means, in one minute. Key takeaways Tariffs and geopolitical tensions are reshaping global trade routes. FedEx CEO describes current supply chain changes as the largest in 35 years. South Africa's logistics sector is adjusting to global trade shifts. FedEx moves nearly $2 trillion worth of goods every year. That scale makes what its CEO says about trade worth taking seriously. Speaking to Fortune on July 15, 2026, Raj Subramaniam described the current period as the largest supply chain realignment he has witnessed in 35 years at the company, a reshaping driven not by one tariff or one policy decision but by a compounding of geopolitical friction, shifting sourcing strategies, and new demand growth in markets that were secondary a decade ago. Reglobalization, not deglobalization Subramaniam's framing, as reported by Fortune, is precise: this is reglobalization, not deglobalization. Trade is not contracting; it is redirecting. Growth corridors in Latin America, Southeast Asia, and India are absorbing volume that once moved along more established Asia-to-North America and Asia-to-Europe lanes. For logistics operators and the procurement teams that depend on them, that distinction matters. Routes that were reliable for years now require reassessment, and new carrier relationships and customs capabilities in emerging corridors