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Middle East Tensions Boost European Freight Firms

August 26, 2025

1 min read

Key Takeaways

European freight firms benefit from supply chain disruption.
Heightened complexity may boost profits for firms like DHL and Kuehne+Nagel.
Energy shock and economic fallout could weaken demand later this year.
Airfreight volumes expected to grow at a high single-digit rate.

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Strategic Implications

The conflict may indicate a shift in global supply chain dynamics, which could benefit European logistics companies in the short term. However, the energy shock and broader economic fallout may weaken demand later this year, suggesting a need for logistics firms to diversify and adapt to changing market conditions.

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What Happened

Logistics Companies See Short-Term Gains Amid Supply Chain Disruption

European logistics companies, such as DHL and Kuehne+Nagel, are expected to report higher first-quarter profits due to the turmoil created by the US-Israeli war with Iran. The conflict has led to heightened supply-chain complexity, which typically supports profitability for logistics companies. However, analysts warn that the longer-term effects of the energy shock and broader economic fallout could weigh on demand later in the year, according to a report by The Jerusalem Post.

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Companies Mentioned