In the second quarter of 2023, the U.S. industrial real estate market demonstrated stable resilience with a net absorption of approximately 29.9 million square feet. The demand growth was driven by new logistics products, despite rising vacancy rates and consolidation pressures in some regions. By 2025, new supply is expected to exceed absorption, while absorption is projected to surpass supply by 2027.
Yang Ming Marine Transport announced its Q1 2025 financial results, reporting revenue of $1.39 billion and net profit of $290 million. Facing the challenges of global economic downturn and slowing container demand growth, Yang Ming will continue to optimize its service network, flexibly deploy its fleet, and advance its fleet and container renewal plans to enhance operational capabilities and respond to market changes.
DHL Group is deepening its partnership with Neste to significantly reduce carbon emissions in air and land transport by using Sustainable Aviation Fuel (SAF) and renewable diesel, supporting DHL's goal of achieving net-zero emissions by 2050. This marks a significant step towards a green transition in the logistics industry, which requires the collective efforts of governments, businesses, and consumers.
The Prologis IBI Index indicates a turning point in logistics real estate demand, with the Q3 activity index reaching 53. Net absorption, new lease signings, and project pipelines all show healthy growth. E-commerce and large enterprises are driving the increase, but trade volatility introduces uncertainty. The market recovery is non-linear, and businesses need to pay close attention to international trade developments.
The GLP IBI Index indicates a turning point in logistics real estate demand, with a Q3 activity index of 53. Net absorption, new lease signings, and project pipeline all increased. The market recovery is led by large corporations and e-commerce companies, but the overall recovery is non-linear. This index provides important reference for corporate decision-making and government policy formulation.
The International Air Transport Association (IATA) is committed to achieving net zero CO2 emissions by 2050. It promotes sustainability in the aviation sector through measures such as combating wildlife smuggling, reducing noise, and managing waste. IATA will host a series of conferences, including the World Sustainable Development Symposium and the Aviation Energy Forum, to facilitate industry communication and collaboration, collectively moving towards a greener future.
Andon Health experienced a surge in performance and soaring net profits due to the high sales of its iHealth products in the United States during the pandemic. Its success was driven by a combination of favorable timing, advantageous location, and strong internal factors. Cross-border e-commerce businesses can learn from Andon Health's experience, particularly in identifying market opportunities and scaling operations to meet unexpected demand.
IATA forecasts the airline industry to achieve a net profit of $41 billion in 2026. Despite ongoing challenges, profitability remains robust. Cargo performance is strong, but overall earnings are still insufficient to cover the industry's cost of capital. The forecast highlights the resilience of the aviation sector while acknowledging the need for further improvements in efficiency and cost management to ensure long-term financial sustainability.
FedEx's Q2 earnings exceeded expectations, with net profit increasing by 4% year-over-year and adjusted EPS surpassing Wall Street estimates. Performance across departments was mixed. E-commerce drove growth in the Ground segment, while fuel prices had a significant impact. Looking ahead, key areas to watch include the global economic recovery, emerging market opportunities, and geopolitical risks. Embracing technological innovation is crucial for achieving sustainable development.
IATA will host the WSS in Brussels in 2026, focusing on decarbonization strategies for the aviation industry. The event aims to contribute to achieving the industry's 2050 net-zero emissions target. Discussions will likely cover sustainable aviation fuels, operational efficiencies, and innovative technologies to reduce carbon footprint and promote a greener future for air travel. This WSS is a key step towards a more sustainable and environmentally responsible aviation sector.
