Reuters analysis highlights challenges facing European logistics providers as freight rates decline amid economic uncertainty. Container shipping rates from Asia drop 35% year-over-year while road freight rates fall 12% in Q3 2025. Major German carriers including DHL, DSV, and Kuehne+Nagel report margin pressures and implement cost reduction initiatives. Reduced freight costs improve landed costs for European warehouse operations. Shippers gain negotiating leverage for contract rates. However, sustained low rates may lead to carrier consolidation and service reductions. Recommend securing capacity commitments for critical routes while taking advantage of favorable pricing environment.
-opportunity, delay (DE)