Real estate investors in China braced for a bumpy ride as warehousing slumps
China’s warehousing sector – in recent years one of the bright spots in its struggling ...
XPO: MEXICAN WAVEXPO: TALKING TURKEYDSV: SCHENKER BOOST ERODINGPLD: EARNINGS DAY JBHT: IN PRIOR CYCLES JBHT: CONF CALL QUESTION TIMEJBHT: BNSF LOGISTICS INTEGRATION JBHT: INTERMODAL 'SEASONALITY' JBHT: PRESSURE ON SALES JBHT: CEO SIMPSON REMARKSJBHT: CONF CALL WITH SELL-SIDE STARTINGJBHT: HERE COMES THE PAINJBHT: EARNINGS DAYGXO: WINCANTON LOSSESR: ALL RISE
XPO: MEXICAN WAVEXPO: TALKING TURKEYDSV: SCHENKER BOOST ERODINGPLD: EARNINGS DAY JBHT: IN PRIOR CYCLES JBHT: CONF CALL QUESTION TIMEJBHT: BNSF LOGISTICS INTEGRATION JBHT: INTERMODAL 'SEASONALITY' JBHT: PRESSURE ON SALES JBHT: CEO SIMPSON REMARKSJBHT: CONF CALL WITH SELL-SIDE STARTINGJBHT: HERE COMES THE PAINJBHT: EARNINGS DAYGXO: WINCANTON LOSSESR: ALL RISE
TRANSPORT INTELLIGENCE reports:
Warehouse costs rising steadily since Q1 2022, but y-o-y cost growth slowing substantially into Q4. Will warehousing costs continue to grow?
(…)
Ti’s latest warehousing tracker report tracks key metrics and maps out expectations for warehousing dynamics over the upcoming quarters. Use the report to plan for cost changes, anticipate capacity requirements and optimise your contract strategy.
Warehousing Tracker Q4 2023: Key Findings:
– Costs rising steadily since 2022 but y-o-y cost growth slows into Q4 2023.
– Vacancy rates remain significantly higher in Q4 2023 than Q4 2022.
– Demand cools substantially in 2023.
Outlook:
– Warehousing costs are likely to remain elevated in comparison with historic norms.
– In 2024 the market is expected to see tentative demand recovery.
– To mid/late 2024 Ti expects to see lower vacancy rates & supply levels.
To download the full report, please click here.
Comment on this article