Transport and logistics companies are grappling with rising costs and supply chain disruption. Meanwhile, a growing trade imbalance with China is creating new challenges across Europe's logistics network
In this bundle
Persistent geopolitical tensions and supply chain disruptions are causing a major cost shock across the transport and logistics sector. Fuel prices have risen sharply, while waiting times in ports continue to increase. Higher wages, rising interest rates and the truck charging scheme are also driving up costs. As a result, the sector’s average revenue growth of 10% in 2026 largely reflects higher rates rather than stronger underlying activity. In road freight transport, operators are unlikely to pass on all additional costs immediately, putting pressure on profitability. Shipping and logistics service providers face a different situation, as they also benefit from the global disruptions. (....)