남미의 계약 물류 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the south america contract logistics market size was valued at USD 14.51 billion in 2025 and estimated to grow from USD 15.24 billion in 2026 to reach USD 19.11 billion by 2031, at a CAGR of 4.63% during the forecast period (2026-2031).

E-commerce fulfillment, near-shoring of automotive assembly, and cold-chain mandates are reshaping service portfolios, while multiyear, dollar-denominated contracts hedge currency swings and underpin the rapid build-out of high-throughput, technology-enabled distribution centers. This report is Segmented by Service Type (Transportation, Warehousing & Distribution, and More), by Contract Duration (1-3 Years, Above 3 Years), by End-User Industry (Manufacturing & Automotive, Food & Beverage, Retail & E-Commerce, and More), and by Country (Brazil, Argentina, Chile, Colombia, Peru, Rest of South America). The Market Forecasts are Provided in Terms of Value (USD).

South America Contract Logistics Market Trends and Insights

E-Commerce Boom and Same- or Next-Day Fulfillment Demand

Platform operators converted logistics from a variable cost into a fixed asset because fulfillment speed now dictates share in corridors that host 60% of regional e-commerce volume. Mercado Libre doubled Brazilian distribution centers to 21 by 2025, adding 880,000 square meters and securing same-day delivery in Sao Paulo, Rio de Janeiro, and Belo Horizonte. Shopee followed by opening a 220,000-square-meter Sao Paulo warehouse in March 2026, cutting order-to-dispatch time below 12 hours. Amazon's 67,000-square-meter Brasilia fulfillment center, built by CEVA in eleven weeks, processes 135,000 packages daily. Argentina already delivers 30% of online orders within 24 hours, pushing inventory closer to Cordoba and Rosario. Reverse-logistics flows in Brazil earn 8-12% incremental margin for providers who inspect, repackage, and relist imports that face a combined 77% tax burden.

Automotive Production and Export Growth

Near-shoring mitigates U.S.-China tensions and ensures compliance with strict USMCA content rules. BYD's Camacari plant reached 150,000 units in 2025 and, following a USD 1.06 billion investment, will double output by the end of 2026, requiring dedicated sequencing centers within 30 minutes of the production line. Great Wall Motors is constructing a USD 20 billion complex, while Nissan invested USD 540 million to add a second shift in Resende, enabling twelve daily milk-run circuits. Rising EV tariffs in Brazil, set to reach 35% by July 2026, are accelerating local assembly and increasing the premium for battery-module installation, software flashing, and compliance labeling. Mexico's 3.95 million-unit output serves as a benchmark that regional governments aim to emulate.

Road and Port Infrastructure Bottlenecks

Santos moved 1.3 million TEU in 2025, yet still averages four to five-day dwell times, double that of Panama Canal peers, because the Tecon 10 project will only reach full capacity in 2040. Valparaiso relies on trucks for 85% of its Santiago-bound cargo, adding USD 150-200 per container and up to a full day of transit. Argentina's network downgraded during its fiscal crisis, leaving 70% of highways below acceptable standards and inflating carrier maintenance costs by up to 20%.

Other drivers and restraints analyzed in the detailed report include:

1. Infrastructure Modernization Programs
2. Near-Shoring of North American and EU Supply Chains
3. Complex Cross-Border Customs and Tax Regimes

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Transportation services accounted for 62.87% of the South America contract logistics market share in 2025, underlining the scale of a continent where 60% of cargo still moves by truck. Value-added services are poised for a 6.18% growth trajectory, benefiting from postponement strategies that cut inventory costs by up to 25%, and from new labeling mandates tied to recycled-content disclosure.

Road haulage should benefit from Argentina's allowance of bitrenes, which lowers per-pallet costs by 12%. Rail remains limited at 15% of Brazil's freight share, though modernization of the Urquiza line could redirect up to two million tonnes from road to rail by 2028. Air freight centers on pharmaceuticals and perishables moving through Guarulhos, where shippers now pre-book apron-adjacent cold rooms. Sea freight growth aligns with DP World's plan to raise Santos capacity to 1.7 million TEU by 2026, reflecting strong containerized flows tied to the South America contract logistics market.

List of Companies Covered in this Report:

1. DHL Supply Chain
2. DSV Solutions
3. Kuehne + Nagel
4. CEVA Logistics (CMA CGM)
5. Maersk Logistics & Services
6. DP World
7. JSL Logistica
8. ID Logistics
9. GEODIS
10. UPS Supply Chain Solutions
11. FedEx Logistics
12. Andreani Logistica
13. Penske Logistics
14. Hellmann Worldwide Logistics
15. Grupo TASA Logistica
16. TPC Logistica
17. Yusen Logistics
18. R0hlig Logistics
19. Expeditors
20. Crane Worldwide Logistics

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 E-Commerce Boom & Same-/Next-Day Fulfilment Demand
  • 4.2.2 Automotive Production & Export Growth
  • 4.2.3 Infrastructure Modernization Programmes
  • 4.2.4 Near-Shoring of North-American/EU Supply Chains
  • 4.2.5 Cold-Chain Needs for Agrifood & Vaccines
  • 4.2.6 Pay-As-You-Go 3PL Micro-Fulfilment in Secondary Cities
• 4.3 Market Restraints
  • 4.3.1 Road & Port Infrastructure Bottlenecks
  • 4.3.2 Complex Cross-Border Customs & Tax Regimes
  • 4.3.3 FX-Volatility Risk to Long-Term 3PL Contracts
  • 4.3.4 Skilled Warehouse-Labor Shortages
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Industry Rivalry
• 4.8 Insights on E-commerce (Domestic and Cross-Border)
• 4.9 Insights on Reverse Logistics
• 4.10 Impact of Geo-Political Events

5 Market Size & Growth Forecasts (Value)

• 5.1 By Service Type
  • 5.1.1 Transportation
    • 5.1.1.1 Road
    • 5.1.1.2 Rail
    • 5.1.1.3 Air
    • 5.1.1.4 Sea
  • 5.1.2 Warehousing & Distribution
  • 5.1.3 Value-added Services (Assembly, Labelling, Kitting)
• 5.2 By Contract Duration
  • 5.2.1 1-3 Years
  • 5.2.2 Above 3 years
• 5.3 By End-user Industry
  • 5.3.1 Manufacturing and Automotive
  • 5.3.2 Food and Beverage
  • 5.3.3 Retail and E-commerce
  • 5.3.4 Healthcare and Pharmaceuticals
  • 5.3.5 Chemicals
  • 5.3.6 Other Industries
• 5.4 By Country
  • 5.4.1 Brazil
  • 5.4.2 Argentina
  • 5.4.3 Chile
  • 5.4.4 Colombia
  • 5.4.5 Peru
  • 5.4.6 Rest of South America

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)}
  • 6.4.1 DHL Supply Chain
  • 6.4.2 DSV Solutions
  • 6.4.3 Kuehne + Nagel
  • 6.4.4 CEVA Logistics (CMA CGM)
  • 6.4.5 Maersk Logistics & Services
  • 6.4.6 DP World
  • 6.4.7 JSL Logistica
  • 6.4.8 ID Logistics
  • 6.4.9 GEODIS
  • 6.4.10 UPS Supply Chain Solutions
  • 6.4.11 FedEx Logistics
  • 6.4.12 Andreani Logistica
  • 6.4.13 Penske Logistics
  • 6.4.14 Hellmann Worldwide Logistics
  • 6.4.15 Grupo TASA Logistica
  • 6.4.16 TPC Logistica
  • 6.4.17 Yusen Logistics
  • 6.4.18 R0hlig Logistics
  • 6.4.19 Expeditors
  • 6.4.20 Crane Worldwide Logistics

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment