1. Domestic Freight – Strong Growth Momentum
In Q2 2025, we observed a significant revival in the domestic freight sector.
The number of freight offers on domestic routes increased by 63% year-on-year, and in April it even doubled compared to the same month last year.
This is a clear sign that domestic logistics demand is rebounding and regaining momentum.
2. International Trade – Stable Exports, Stronger Imports
Exports
- Germany: +2% YoY
- Italy: +23% YoY
- Spain: +31% QoQ
- Germany (QoQ): +10%
- United Kingdom: –47% YoY
Imports
- United Kingdom: +138% YoY
- France: +45% YoY
- Germany: +42% YoY
- Italy: +108% QoQ
- Germany: +30% QoQ
- Spain: –15% QoQ
3. Vehicle Availability – Still Under Pressure
Despite the rising number of freight offers, the availability of free transport vehicles has dropped by around 5% YoY.
This indicates increasing competition for available capacity and poses challenges for flexible response to new transport orders.
4. Industry Sentiment – Smaller Companies Under Strain
Business climate research highlights notable disparities:
- Micro-enterprises (1–9 employees): –6.9
- Small companies (10–49 employees): –8.1
- Large enterprises (250+ employees): +6.0
Bigger players cope better with rising costs and staffing challenges, while smaller businesses continue to struggle.
5. Optimism in the TSL Sector
An increasing number of TSL companies expect higher sales – in Q2 the share rose from 16% at the beginning of the year to 24%.
The business climate sub-index reached 53 points, confirming that the sector is above the growth threshold.
6. Warehouse Market – Consolidation with Moderate Recovery
- Approximately 468,000 m² of modern warehouse space was delivered (–40% YoY).
- Total supply: 36 million m², with the largest concentration in the Mazowieckie, Silesian and Lower Silesian regions.
- Under construction: 1.47 million m² (–26% YoY).
- Vacancy rate: 8.2% (slight decrease compared to previous periods).
- Gross demand increased by 7% YoY, particularly in warehouses located in Lower Silesia, Silesia and Mazovia.
Our Conclusions
- Domestic transport is rebounding quickly – rising demand is fueling the market.
- Exports remain stable, while imports are booming – Poland is strengthening its role as a logistics hub.
- Lack of vehicle availability may push rates higher and complicate order fulfillment.
- Larger companies gain an advantage, while smaller ones still fight for profitability.
- Optimism in the TSL industry is growing, offering positive prospects for upcoming quarters.
- The warehouse market is consolidating – although new developments are slowing down, demand remains strong and vacancy rates are low.