Transport remains one of the sectors most at risk in Europe

AI translation from Polish – DeepL.

In a forecast published on 27 October, Allianz Trade predicts a 4 per cent rise in insolvencies in Western Europe in 2026, including an 8 per cent rise in Germany and a 3 per cent rise in France. Transport was identified as one of the sectors in which the relative deterioration is most evident. A record number of large-company insolvencies were recorded over the nine-month period: 376 worldwide, of which 229 were in Western Europe.

Allianz estimates that energy cost pressures could reduce the net margin of European road hauliers by as much as 10 percentage points. This represents the upper limit of the scenario: hauliers will pass on some of the costs to their rates or offset them through cost savings.

Lorry registrations in the EU are rising, but this does not yet indicate a surplus of transport capacity. ACEA reported that the number of new lorry registrations in the EU between January and September rose by 7.5 per cent to 245,079 vehicles, and by 8.5 per cent in the heavy lorry segment. The largest increases were recorded in Poland (+20.5 per cent) and Spain (+13.2 per cent). In Germany, the increase was 2.5 per cent, whilst in France there was a fall of 1.6 per cent.

ACEA clearly points out that new registrations may indicate the replacement of old vehicles rather than an increase in available transport capacity. Nor do the figures reflect the availability of drivers or the readiness of hauliers to operate on specific routes.

Source: allberg.pl