North American Container Shipping Adapts to Growth Rivalry

North American Container Shipping Adapts to Growth Rivalry

JLL's report reveals the North American container shipping industry is influenced by the Panama Canal expansion, East/West Coast port competition, e-commerce growth, and railway transformation. East Coast ports are rising in prominence, driving industrial real estate demand, and logistics efficiency is a key competitive factor. Future trends include port infrastructure upgrades, the development of multimodal transport, and a thriving industrial real estate market to support the evolving needs of the shipping industry.

01/28/2026 Logistics Industry Insights
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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.

02/04/2026 Logistics Industry Insights
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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.

02/03/2026 Logistics Industry Insights
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North Americas Container Shipping Industry Faces Five Key Trends

North Americas Container Shipping Industry Faces Five Key Trends

A JLL research report reveals five transformative trends in North American container shipping: the Panama Canal expansion fuels East Coast port growth, boosting industrial real estate demand. Comprehensive port infrastructure upgrades are underway, shipping alliances are reshaping the industry, and e-commerce is revolutionizing supply chains. Railroad transportation faces a pivotal transition. Businesses must adapt their supply chain strategies accordingly to navigate these evolving dynamics and capitalize on emerging opportunities in the container shipping and industrial real estate sectors.

01/28/2026 Logistics Industry Insights
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Prologis Report Highlights Industrial Real Estates Strong Recovery

Prologis Report Highlights Industrial Real Estates Strong Recovery

The Prologis IBI report indicates a steady recovery in the US industrial real estate market despite macroeconomic headwinds. The April IBI index reached 56.2, signaling market expansion. Key characteristics include rising rents, low vacancy rates, and rebounding demand. Continued rental growth is anticipated, driven by evolving supply and demand dynamics. Investors should focus on high-quality assets, closely monitor these dynamics, leverage technological innovation, and strengthen risk management to capitalize on this golden era of industrial real estate.

02/04/2026 Logistics Industry Insights
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Airport Rents Surge As Logistics Firms Seek Competitive Edge

Airport Rents Surge As Logistics Firms Seek Competitive Edge

CBRE research indicates rising industrial real estate rents near major US airports, driven by companies relocating to mitigate high transportation costs. Third-party logistics (3PL) providers account for the largest share of leasing activity. Companies should reassess supply chain strategies, embrace 3PL, plan ahead, explore emerging markets, leverage technology, and diversify their footprint to address the challenges posed by increasing airport real estate rents. This proactive approach is crucial for maintaining competitiveness and optimizing logistical operations in the evolving landscape of airport-adjacent industrial spaces.

01/16/2026 Logistics Industry Insights
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Chinas Domestic Demand Rises Amid Global Trade Shifts in 2026

Chinas Domestic Demand Rises Amid Global Trade Shifts in 2026

The global trade environment is projected to deteriorate significantly by 2026, posing substantial challenges to China's exports. Insufficient domestic demand is the primary issue, rooted in the ongoing adjustment of the real estate market. Macroeconomic policies are expected to maintain a pro-growth stance, with a more proactive fiscal policy and a flexible monetary policy. Real estate policies will seek a balance between market stability and high-quality development. Expanding domestic demand and deepening reform and opening-up are crucial to addressing these challenges.

01/27/2026 Customs Knowledge
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Ecommerce Surge Drives Industrial Property Demand

Ecommerce Surge Drives Industrial Property Demand

JLL reports that the pandemic has accelerated e-commerce growth, projecting US e-commerce sales to reach $1.5 trillion by 2025, driving demand for an additional 1 billion square feet of industrial real estate. Online grocery and safety stock strategies are emerging as new growth drivers. Despite facing challenges related to land availability, labor, and sustainability, industrial real estate is entering a golden age fueled by this e-commerce boom. The increasing need for fulfillment centers and distribution hubs will continue to shape the industrial landscape.

02/04/2026 Logistics Industry Insights
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Bank of Korea Holds Rates Delays Cuts Until 2027

Bank of Korea Holds Rates Delays Cuts Until 2027

Influenced by the weak Korean Won, inflationary pressures, and real estate market risks, the Bank of Korea (BOK) is expected to hold interest rates steady, with rate cut expectations pushed back to 2027. Economists generally believe the BOK will remain patient until inflation is effectively controlled and the economy faces greater downside risks. Real estate market vulnerabilities and the depreciating Won are key constraints preventing earlier easing. The BOK's cautious approach reflects concerns about financial stability and maintaining price stability amidst global economic uncertainties.

02/04/2026 Exchange Rate Query
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Prologis Invests in AI and Renewable Energy for Sustainable Logistics

Prologis Invests in AI and Renewable Energy for Sustainable Logistics

Prologis discussed the connections between supply chains, AI, and energy with the U.S. Secretary of the Interior, revealing the logistics real estate giant's ambitions in the new energy sector. Prologis' energy strategy is 'energy from all sources,' emphasizing the importance of energy for AI development and actively investing in new energy to gain a leading position in future supply chain competition. The company aims to leverage its real estate assets and expertise to become a significant player in the evolving energy landscape, supporting the growth of AI and ensuring resilient supply chains.

02/03/2026 Logistics Industry Insights
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