The logistics and transport sector will moderate its growth in Europe

The global transport and logistics sector will continue its growth path in 2025, albeit with a moderation in the eurozone. According to the latest report by Credit and Collateral, global output in this sector will increase by 4.1% this year, while growth in Europe will be 2%.

This global growth will be driven by manufacturing expansion in the Americas, Asia-Pacific and Europe as well as increased consumer demand. However, credit risk remains high in key countries such as Germany, France, Italy, Spain, the United Kingdom and Turkey, which could affect the stability of firms in the sector.

Air transport will continue to rise

The report notes that land transport and storage will be the least growing segments, with an increase of 3.7%, while air transport will show a more dynamic recovery, with growth of 6%. This latest boost is due to the boom in electronic commerce and increased demand for air freight.

In contrast, maritime transport faces a more uncertain scenario due to higher operating costs, especially due to the Red Sea crisis and rising prices on key routes.

Trump and oil worry the sector

One of the factors of uncertainty for the sector is the US trade policy, which has raised the possibility of imposing reciprocal tariffs on countries that tax US imports. If implemented, these measures could affect international trade and reduce the dynamism of shipping. In addition, oil price volatility also poses a significant risk to companies in the logistics and transport sector as it has a direct impact on their profit margins.