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European military mobility investment will supercharge freight industry. Plus China Railway over-investment

TIER 4   Fri, 19 Sep 2025 23:01:39 +1000

Logistics Briefing Daily | Industry news & high level analysis from Ti's expert researchers & analysts ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  
  
Logistics Briefing Daily | Industry news & high level analysis from Ti's expert researchers & analysts   _Friday 19th September 2025:_ **European military mobility investment will supercharge freight industry, says new paper** By John Manners-Bell, TiWithout the ability to deploy military force quickly and effectively on its eastern flank, NATO's deterrence against Russian aggression counts for little. Recognising this, European politicians have announced massive investment in transport infrastructure, making up for years of neglect. **Read more.** Read more   **China Railway continues to invest massively** By Thomas Cullen, TiThe World is becoming more familiar with the issues around over-investment in the Chinese economy. Sectors such as the production of Electric Vehicles are increasing production faster than the Chinese economy, or indeed the rest of the world, can absorb. **Read more.** Read more   All briefs All whitepapers All news   📊 **Daily data take:** Eurostat has released its latest data comparing transport and storage labour costs for Q2 2025. The long term trend for labour cost inflation continued, but data across France, Belgium, Germany, Poland, Czechia and Hungary shows wall to wall increases in Q2. However, an emerging trend is the higher speed of cost growth in Eastern Europe when compared to Western Europe.   The labour cost index for Hungary is now up to 165.6 in Q2 2025, while in Poland the index hit 166.6 in Q2, both from a base of 100 in 2020. If we compare that to France, the index has risen to 117.1 over the same period, whereas in Germany it hit 121.2 in Q2. There has been an ongoing trend for new logistics hubs to be created in Eastern Europe in recent years, largely driven by access to cheaper land and labour. However, if this divergence in the pace of labour cost growth continues, it may threaten the economics of some of those decisions.This data is available to GSCi subscribers.   Read Ti's Research Picks of the Week   _Click here  to forward to a friend._ _Emailed this by a friend?  Sign up here._   You have been sent this email as you have given marketing consent to Ti - to manage your preferences - please click here or to view our privacy policy click here.You may unsubscribe at any time by clicking the link at the bottom of this email.       Share    Tweet    Share    Forward  |  Transport Intelligence Ltd  
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