2022-03-10-莱坊-Infrastructure-led_opportunities_for_European_logistics_On_the_right_track_7页_2mb

报告摘要

EMEA Infrastructure and Logistics Analysis Summary

Key Insights

Infrastructure is Critical: Well-functioning infrastructure is essential for logistics, especially as decarbonization policies promote greener transport.
Modal Shift: Logistics hubs are evolving to multi-modal facilities with improved rail and waterway connections. This shift reduces road freight dependency and aligns with decarbonization goals.

Logistics Hubs & Opportunities

Blue Banana Corridor: Extending from London through Belgium, Netherlands, Germany to Milan, this hub is expanding due to rising demand.
Golden Banana Corridor: Includes cities in Southern Europe (Milan, Barcelona) focusing on e-commerce growth.
Infrastructure Projects: Projects like Fehmarn Belt Tunnel (Germany/Denmark), Canal Seine-Nord Europe (France), and Terzo Valico (Italy) are key drivers.

Investment Focus

Near Major Urban Centres: Lower carbon alternatives such as multi-modal warehouses located near cities (Amsterdam, Rotterdam, Paris).
Expansion in C and B-Cities: Land constraints in dense cities push investments toward secondary urban areas.

Decarbonization Impact

Policy Support: Policies encourage shift from road to rail and water. Trains emit three times less than road freight, contributing to sustainability goals.
Future Projection: Rail shipments are projected to grow fastest by 2030, guided by decarbonization efforts.

National Notes

Germany & Netherlands: High multi-modal investments fueling logistics growth via dense industrial sectors.
France: Expansion of ports (Le Havre, Rouen) and focus on modal shift driven by canal projects.
Italy: Works on Terzo Valico (Genoa-Milan high-speed rail) to expand port access.
Spain: Integrating into European TEN-T network to support cargo distribution; strong logistics activity driven by e-commerce.
UK: Beltway reforms, Freeports (Teesside included) stimulating logistics activity. Transitioning supply chains from across Europe to UK ports.
Poland & Czech Republic: Central European countries well-positioned for the BRI, leveraging lower labor costs and proximity to Germany.

Data Highlights

Industrial Investment Volumes: EUR6 billion (Netherlands), EUR7.9 billion (Germany in 2021).
Warehouse Take-Up: In Poland, UK reported highest take-up levels in warehouse space (e.g., Poland increased to 3.3 million sqm).

Sustainability Focus

Freight traffic growth by rail/water supports sustainability agendas. Maritime remains dominant due to cost efficiency.
Estimated demand for inland waterways to increase via specific projects like Zeebrugge-Greenport connection.

Conclusion

Logistics investments across EMEA are aligning with decarbonization trends, shifting to multi-modal hub projects. Prioritizing infrastructure projects, urban logistics adaptability, and risk aversion through multiple transport modes creates strong residual value.

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