Why this is worth your time
Capacity is at its tightest since the post-COVID rebound. Spot prices are up over 11% year-on-year. Contract prices are up 10%. And the gap between supply and demand keeps widening, making planning, pricing and client conversations harder than ever.
In this session, Transporeon's market experts walk you through exactly what is driving that volatility, what it means for your costs and margins through the rest of the year, and what the outlook looks like going into 2026, including a frank assessment of how recent geopolitical developments have shifted the picture.
This isn't a slide deck full of generic market commentary. It's a data-driven briefing built on Transporeon's live transaction data from over 200,000 transports per day across Europe.
What you'll learn
- Where European freight demand actually stands right now: Transport demand is at its highest level since the post-COVID peak of 2022. We break down which industries are driving it, and the two that are lagging behind.
- Why capacity isn't catching up and what that means for you: New semi-trailer registrations are rising, but not fast enough. We show you the two Transporeon indices that reveal the true size of the supply-demand gap and why it keeps widening.
- The three downstream effects of this market imbalance: Contract prices up ~10%. Spot prices up over 11%. And a third effect that determines who comes out ahead and who doesn't when the market is this tight.
- Outlook: H2 2025 and into 2026: What to expect on demand, capacity, fuel costs, and spot premiums, including an honest, live update on how the Strait of Hormuz situation and US-Iran tensions have shifted our original forecast.
- How Market Insights reaches your team's desk: A brief look at how the Transporeon–Translogica integration puts live corridor rate data directly into your existing TMS workflow; no extra login, no new platform to learn.
