The logistics market is constantly evolving. With our AGL Market Pulse, we provide a compact overview of the key developments currently shaping the logistics industry.
Each month, our AGL Market Pulse provides an overview of relevant market trends, capacity developments and key changes across Sea Freight, Air Freight, Road Freight and Project Cargo.
Sea Freight
Global ocean freight remains highly dynamic in September and continues to be affected by geopolitical risks.
Ongoing disruptions in the Middle East are still causing route changes, longer transit times, and higher costs. At the same time, strong demand on important trade routes and controlled capacity by shipping lines are leading to limited space in some areas.
Port selection is also becoming more difficult. To avoid congestion at western ports, more cargo is being moved through northern German ports. This is also increasing pressure there, with lead times of up to two weeks in some cases.
With the start of the peak season, additional Peak Season Surcharges may also apply on some trade routes. Early booking and careful port planning are therefore still recommended to secure capacity, keep transit times predictable, and avoid unnecessary cost increases.
Air Freight
Air freight remains stable in September, with steady demand and slightly higher freight rates in some areas.
Demand from Asia remains strong, especially from the technology and industrial sectors, which is keeping capacity well utilized.
E-commerce also continues to play an important role in the air freight market. However, volumes are changing, especially in trade with China, due to the new EU import rules that have been in place since July.
Geopolitical tensions and adjusted flight routes are also causing restrictions on some connections between Asia and Europe.
As demand traditionally increases in autumn, available capacity may become tighter at short notice. Early planning and booking can therefore provide more security and better predictability.
Road Freight
European road freight continues to face higher cost and capacity pressure in September.
Currently high and changing diesel prices are having an increasing impact on transport costs. At the same time, transport demand remains stable or is increasing on many routes. Driver shortages, toll costs, and regional capacity limits continue to put pressure on the market.
Weather-related problems can also affect supply chains. For example, low water levels on important European waterways can cause delays and additional pressure.
As a result, freight rates are expected to remain high and may continue to change. Early transport planning helps to secure capacity and keep supply chains reliable.
Project Cargo
Project logistics remains stable in September, with demand becoming more diverse.
The expansion of energy infrastructure, power grids, renewable energy projects, and data centers is increasing the need to transport large and heavy components.
At the same time, limited availability of special components and equipment, as well as higher requirements for permits and transport routes, are making planning more complex.
The growing size and complexity of project cargo also create additional challenges for route planning and infrastructure. Early coordination of transport routes, permits, equipment, and time schedules therefore remains essential to complete complex projects on time and efficiently.
Get in touch
Do you have questions about the latest market devlopments or what they could mean for your shipments? Our Market Pulse Experts are here to help.
Our Experts:
Head of Export Department
Mathis Hoffmann:
European Land Transport Manager
Marcos Inacio:
Head of Sales Germany
Steven von der Wege:
Head of Import Department
Alexander Tuleweit:
Alexander Global Logistics
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