Amazon opens up its logistics network to businesses: what this means for Ukrainian exporters

On May 4, 2026, Amazon announced the launch of Amazon Supply Chain Services (ASCS). The market reacted immediately: UPS shares fell by 8%, FedEx — by 6.5% (according to Reuters). ASCS allows companies to hand over the entire logistics cycle to Amazon — from transportation and storage to the delivery of finished products, using a global network of sea, air, rail, and road transportation.

This is not just another expansion of services. It is a signal of a shift in Amazon’s role in the market — from an e-commerce platform to a full-fledged global logistics operator.

What is Amazon Supply Chain Services (ASCS)

For decades, Amazon has been building its own logistics infrastructure — primarily for its internal operations and to support marketplace sellers. Today, this infrastructure includes:

• more than 100 cargo aircraft
• 80,000 trailers and 24,000 intermodal containers
• an extensive network of warehouses and sorting hubs worldwide

Until May 4, 2026, access to this infrastructure was limited to Amazon and its marketplace sellers. Now — third-party businesses.

ASCS covers the entire logistics cycle:

• International freight (sea, air, rail, road)
• Warehousing and goods handling
• Fulfillment (picking, packing, shipping)
• Last-mile delivery

Among the first companies that have already signed agreements are Procter & Gamble, 3M, Lands’ End, and American Eagle Outfitters. Not startups testing a hypothesis — but corporations with global supply chains.

What changes in the market

Amazon is one of the largest parcel operators in the United States, and the launch of ASCS marks a direct entry into B2B logistics, a space traditionally dominated by UPS and FedEx.

Increased competition puts pressure on pricing and service quality. For businesses that ship regularly, this means better rates, improved service, and more predictable delivery times in the medium term.

What it means for Ukrainian exporters

Direct access to ASCS for Ukrainian companies depends on having operational infrastructure in the US or the EU. Some exporters already operate through warehouses in these regions, but the service is primarily designed for businesses with large volumes and stable logistics flows. However, there are three practical implications to consider already now.

1. If you sell on Amazon
Sellers already operate through FBA. ASCS expands this model: Amazon can also handle orders outside the marketplace. This opens up the possibility of consolidating logistics across different sales channels.

2. If you ship to the US or the EU via DHL, FedEx, UPS
The emergence of Amazon as a full-fledged competitor changes the negotiating position of major carriers. Over the next 12–18 months, increased flexibility should be expected from their side — especially in the B2B segment and on high-density routes (US, United Kingdom, Germany).

3. If you are planning fulfillment in the EU
The model with a warehouse inside the EU remains relevant: it ensures faster and more cost-effective delivery to end customers in Europe. Amazon’s entry into this space does not отменяет this logic — but raises the bar for choosing a logistics partner.

The Role of GlobalPost in the New Market Conditions

Amazon is gradually transforming into a global logistics operator. This increases competition but does not replace specialized solutions. For businesses, the key is not just choosing a carrier, but building an efficient logistics model that takes into account the market, volumes, and sales channels.

We are monitoring how the launch of ASCS will impact the pricing policies of our partners — DHL, FedEx, UPS, DPD. As soon as specific changes appear, we will promptly inform our clients!

We will help evaluate your current logistics and select the optimal solution for shipments to the US and the EU — contact a manager via Telegram or submit a request on globalpost.ua.