Prologis Warns of Warehouse Shortage As Demand Soars

Prologis Warns of Warehouse Shortage As Demand Soars

Prologis CEO warns that soaring warehouse demand and community opposition could lead to a market 'sell-out'. E-commerce and supply chain reshaping are driving demand, while location concerns are exacerbating supply constraints. This combination of factors is creating a challenging environment for logistics real estate, with developers struggling to find suitable sites and facing increased pressure from local communities. The long-term implications of this trend could include higher rents and reduced availability of warehouse space.

US Import Demand Overwhelms Supply Chains During Peak Season

US Import Demand Overwhelms Supply Chains During Peak Season

Panjiva data indicates that US imports remained high in May, showing significant year-over-year growth, albeit at a slower pace. Consumer goods demand is robust, while raw materials face pressure. Imports from China experienced notable growth, but face challenges due to the pandemic. Experts attribute the growth to demand, congestion, and shifting consumption habits. Looking ahead, the import market is expected to adjust as the pandemic eases and consumption patterns evolve, requiring businesses to adapt flexibly.

US Service Sector Growth Slows in February ISM

US Service Sector Growth Slows in February ISM

The ISM report indicates continued growth in the US service sector in February, albeit at a slower pace. Most industries experienced growth, while real estate faced pressure. Sub-indicators presented a mixed picture, leading to cautious optimism among experts. The report highlights the ongoing impacts of the pandemic, supply chain challenges, and labor shortages. It provides valuable economic signals for investors, reflecting a nuanced picture of the current economic landscape and potential future trends in the service sector.

Usmexico Trucking Strains Under Driver Shortage As Nearshoring Grows

Usmexico Trucking Strains Under Driver Shortage As Nearshoring Grows

The US-Mexico trucking market in 2026 presents both opportunities and challenges. Nearshoring drives trade growth and foreign investment, but capacity shortages, security risks, and policy changes create a 'triple pressure'. Rates are expected to rebound, but driver shortages and customs reforms require attention. Technology enablement and regional cooperation are key to overcoming these obstacles. Companies need to be proactive and adaptable to navigate this evolving landscape, leveraging innovation and strategic partnerships to capitalize on growth while mitigating risks.

Project44 Report Delivery Economy Faces Resilience Sustainability Hurdles

Project44 Report Delivery Economy Faces Resilience Sustainability Hurdles

A project44 report reveals that consumers still expect fast delivery during economic downturns, but supply chains are unprepared. The report emphasizes the importance of sustainable delivery, with 78% of consumers preferring companies focused on sustainability. Additionally, 82% of consumers believe companies need to strengthen data security. Automation is seen as key to improving supply chain efficiency and addressing these challenges. Consumers are prioritizing both speed and ethical considerations, putting pressure on businesses to adapt their supply chain strategies.

Container Shipping Market to Stabilize Within Two Years Hapaglloyd

Container Shipping Market to Stabilize Within Two Years Hapaglloyd

Hapag-Lloyd predicts the container market will reach supply and demand balance in two years, emphasizing the importance of controlling capacity growth, industry consolidation, and the scrapping of older vessels. While overcapacity pressure persists in the short term, the market is expected to gradually recover. The key factors influencing this recovery are disciplined capacity management and the removal of older, less efficient ships from the active fleet, leading to a more balanced and sustainable shipping environment.

Asiapacific Air Cargo Faces Challenges Amid Longterm Growth Prospects

Asiapacific Air Cargo Faces Challenges Amid Longterm Growth Prospects

The Asia-Pacific air cargo market is facing short-term pressure due to the global economic slowdown and supply chain disruptions. However, long-term prospects remain positive, driven by Asian economic growth, a rising middle class, the expansion of cross-border e-commerce, and infrastructure improvements. Airlines need to optimize routes, improve efficiency, strengthen partnerships, and focus on sustainable development to capitalize on these opportunities and unlock future growth potential. The region presents significant potential despite current challenges.

WCO Boosts Tech Committee Focus on Ecommerce and Green Customs

WCO Boosts Tech Committee Focus on Ecommerce and Green Customs

The World Customs Organization's Permanent Technical Committee (PTC) held its first in-person meeting after a three-year hiatus, focusing on updates to the E-commerce Package, the development of a global customs data exchange platform, and green customs initiatives. The meeting revised the E-commerce Package maintenance mechanism, approved pressure testing guidelines, and discussed data models and cooperation guidelines. These efforts aim to enhance customs' ability to address global trade challenges and promote trade facilitation and security.

Amazon Tightens Review Policy Affecting Seller Listings

Amazon Tightens Review Policy Affecting Seller Listings

Amazon will adjust its variation review sharing policy starting February 12, 2026. Only variations with minor differences and complete functional consistency can share reviews. Variations with substantial differences will have their reviews forcibly separated. This change aims to enhance review authenticity. In the short term, sellers may face challenges such as reduced reviews and conversion pressure. However, it is expected to benefit the platform's ecosystem in the long run by providing more reliable and accurate product information to customers.

Q1 Trucking Gains As LTL Sector Struggles Parcel Prices Rise

Q1 Trucking Gains As LTL Sector Struggles Parcel Prices Rise

The TD Cowen-AFS Freight Index Q1 report indicates emerging light in trucking, with spot rates rising, though contract rates remain under pressure. Parcel pricing strategies are proving effective, but competition is fierce. LTL pricing discipline is loosening, leaving the future uncertain. The report provides valuable insights for freight professionals and investors, highlighting key trends in the trucking, parcel, and LTL sectors. It offers a comprehensive overview of the current market conditions and potential future developments.