Freight & Intermodal
Road, rail, air-cargo and maritime freight, rate cycles, capacity utilisation, shipper-carrier dynamics, and the cross-modal substitution curves that drive spot-vs-contract mix.
MeridianConsensus
Decision-grade Market IntelligenceAny market · any geography
Industry coverageAny market in this vertical can be commissioned
Transport & Logistics.
Supply-chain economics has become investible. Our commissioned studies cover freight modes, last-mile networks, warehousing, port infrastructure, and the reshaping of global trade flows under tariff regimes. Where spreadsheet-driven sizing ends, institutional committee review begins.
Our view
Thesis on Transport & Logistics.
Supply-chain economics has become investible. Our commissioned studies cover freight modes, last-mile networks, warehousing, port infrastructure, and the reshaping of global trade flows under tariff regimes. Where spreadsheet-driven sizing ends, institutional committee review begins.
Same methodology as every other Meridian verticalCommittee-reviewed before publication
What we research
Sub-sectors of Transport & Logistics.
Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.
Interactive · live
A working transport & logistics dashboard.
Every commissioned transport & logistics study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.
Interactive dashboard · live
Third-party logistics · specimen
Overview
2025 size · 2026–2036 forecast · committee-signed
$1.09T
2019$1.13T
2020$1.18T
2021$1.22T
2022$1.27T
2023$1.33T
2024$1.38T
2025$1.92T forecast
2030$2.85T forecast
2036Revenue trajectory (historical 2020 – Q1 2026 · forecast 2026–2036)
Strategic themes · this quarter
What is moving in Transport & Logistics.
The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.
Tariff-driven re-routing
How US–China and EU tariff regimes are redirecting container flows through Mexico, Vietnam, and intermediary port hubs; our reports quantify the $/TEU cost of the new middle-leg.
Autonomous trucking commercial window
2026–2028 deployment timelines, revenue-per-mile economics, and insurance regulatory gating; the surviving stacks (Aurora / Kodiak / Plus) converge on hub-to-hub corridor routes.
Reverse-logistics margin compression
E-commerce returns handling costs exceeding outbound shipping on many categories; retailer policy responses (paid returns, final-sale SKUs) and the rise of liquidation-network pricing power.
Who uses this research
Role-tested in Transport & Logistics.
The four teams that most commonly commission transport & logistics research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.
Corporate Development · Logistics
Target screening and diligence on 3PLs, carriers, and freight-tech acquisitions.
Private Equity
Commission research
A transport & logisticsmarket we haven’t yet covered?
Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.
Adjacent coverage
Related verticals.
Intel Watchlist · from $89/mo
Track transport & logistics continuously — never miss a deal, exec move, or filing.
Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on transport & logistics. Email + Slack delivery. Cancel any time.