Prologis US Interior Dept Plan Energy AI for Supply Chain Revamp

Prologis US Interior Dept Plan Energy AI for Supply Chain Revamp

GLP discussed the impact of energy and AI on supply chains with the U.S. Department of the Interior, emphasizing energy security as the cornerstone of AI. GLP is transitioning into the energy sector and deploying AI data center inference. The discussion likely covered how energy strategy affects AI development and its integration within supply chains, as well as the role of logistics real estate in supporting these advancements. GLP's move reflects a growing recognition of the interconnectedness of energy, AI, and logistics in the modern economy.

3PL Firms Drive US Industrial Leasing Growth in Early 2025

3PL Firms Drive US Industrial Leasing Growth in Early 2025

A CBRE report indicates a surge in demand from Third-Party Logistics (3PL) companies in the first half of 2025 within the US industrial real estate leasing market, surpassing traditional retail and e-commerce. This growth is primarily driven by increased corporate outsourcing, e-commerce transformation, and supply chain uncertainties. 3PL providers need to embrace technological innovation and enhance service quality to capitalize on the opportunities presented by this evolving market. The sector's expansion highlights the crucial role of logistics in the modern economy.

Global Logistics Rents Surge Amid Ecommerce Growth

Global Logistics Rents Surge Amid Ecommerce Growth

A CBRE report indicates continued rental growth in prime global logistics real estate, primarily driven by supply-demand imbalances and e-commerce expansion. The Americas region leads the way, followed closely by Asia Pacific. Experts believe there is still room for growth in this cycle. Investors should focus on high-growth areas, quality assets, and embrace the e-commerce trend. The increasing demand for efficient distribution networks, fueled by online retail, is a key factor contributing to the sustained upward pressure on rents in strategically located logistics facilities.

01/27/2026 Logistics
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Ecommerce Surge Strains Supply Chains Spurs Omnichannel Shifts

Ecommerce Surge Strains Supply Chains Spurs Omnichannel Shifts

The rapid growth of e-commerce is profoundly reshaping the supply chain landscape, making omnichannel fulfillment a necessity. This report analyzes the impact of e-commerce on transportation, commercial real estate, parcel delivery, and warehousing. It emphasizes the importance of optimizing transportation modes, constructing large-scale logistics facilities, improving internal efficiency, and establishing unified management systems. Furthermore, it explores future development directions such as sustainable development, risk management, and talent cultivation.

Prologis US Interior Secretary Tackle Energy AI in Logistics

Prologis US Interior Secretary Tackle Energy AI in Logistics

Prologis discussed the impact of energy and artificial intelligence on the future of supply chains with the U.S. Secretary of the Interior. Prologis is transitioning from a logistics real estate provider to an infrastructure provider, meeting customers' needs for economical and reliable energy through diversified energy strategies and data center construction. The company aims to capitalize on the new opportunities brought about by the development of artificial intelligence.

Chinas Q4 GDP Growth Exceeds Forecasts Despite Sector Weakness

Chinas Q4 GDP Growth Exceeds Forecasts Despite Sector Weakness

China's GDP grew by 4.5% year-on-year in Q4 2025, slightly exceeding expectations, but retail sales growth fell short, indicating structural issues in economic growth. Industrial production was strong, but consumer spending remained weak, and real estate investment continued to decline. Policy recommendations include increasing support for SMEs, developing emerging industries, deepening reforms, strengthening social security, and stabilizing the real estate market to achieve more balanced and sustainable growth.

Prologis Summit Explores AI Energy in Future Supply Chains

Prologis Summit Explores AI Energy in Future Supply Chains

The Prologis Summit focused on the impact of energy and AI on supply chains. The U.S. Secretary of the Interior emphasized the importance of energy security, while the Prologis CEO outlined their energy transition strategy, highlighting the utilization of all energy sources and exploring new opportunities in data centers and edge computing. Both parties envisioned the synergistic development of AI factories and energy production, as well as the crucial role of logistics real estate in the future digital economy. The summit underscored the convergence of energy, AI, and logistics in shaping the next generation of supply chains.

Ecommerce Surge Slashes US Industrial Property Vacancies

Ecommerce Surge Slashes US Industrial Property Vacancies

A CBRE report indicates a continued decline in US industrial real estate vacancy rates, primarily driven by e-commerce demand. Despite increased supply, the market remains tight. A favorable macroeconomic environment may extend the boom cycle. E-commerce not only increases demand but also transforms warehouse functionality and layouts. Risks such as rising interest rates and labor shortages should be monitored. E-commerce is profoundly reshaping the US industrial real estate landscape.

US Warehouse Shortage Hits Record Low CBRE Reports

US Warehouse Shortage Hits Record Low CBRE Reports

A CBRE report indicates that the US industrial real estate vacancy rate continues to decline to a historic low, exacerbating the supply-demand imbalance. E-commerce growth and economic expansion are key drivers, with future supply expected to catch up with demand. Businesses need to pay attention to market segmentation differences, technological innovation, and policy impacts. By seizing opportunities and addressing challenges, companies can achieve long-term growth in the industrial real estate sector.

Rail Logistics Financial Services Upgraded to Support High-quality Development of the Real Economy

Rail Logistics Financial Services Upgraded to Support High-quality Development of the Real Economy

China Railway Group has partnered with China Construction Bank to launch a pilot program for railway logistics financial services. The initiative introduces three financial products: 'Railway Freight Loan', 'Letter of Credit Settlement', and 'Railway Document Financing', aimed at reducing logistics costs and supporting the development of the real economy. The pilot will cover regions including Sichuan, Chongqing, Yunnan, Guangxi, and Hubei, benefiting various market participants.

07/23/2025 Logistics
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