Europe’s logistics landscape reshaped by energy shocks and climate disruption

Central, well-connected logistics locations are becoming more resilient as energy volatility and climate disruption reshape European distribution networks.

• LaSalle’s 2026 Paths of Distribution score ranks Paris East as Europe’s leading logistics location, while London and Rotterdam share first place at the metropolitan level.
• The analysis also identifies the Breda-Tilburg-Eindhoven corridor, Paris, Hamburg, Frankfurt and Düsseldorf as highly important logistics markets because of their centrality and connectivity.
• Diesel prices reached near all-time highs in September 2026, more than 50% above their level five years earlier, increasing the value of proximity to consumer demand centres.
• France and the UK are relatively resilient because fuel represents a smaller share of total logistics costs; the UK’s Golden Triangle captured 40% of UK logistics leasing in 2026, versus a 10-year average of 30%.
• A neural network classified 163,313 aerial images across five major European countries; supply-demand correlations were strongest in the Netherlands at 0.88, the UK at 0.83 and Germany at 0.80, but weaker in Poland at 0.69 and France at 0.66.

Takeaway: Investors should favour constrained, central logistics markets with strong links to consumers, while treating peripheral locations as increasingly exposed to energy shocks and climate disruption.