This article analyzes the widening gap between rising nominal industrial vacancy rates (6.7%–7.2%) and resilient premium rent growth, driven by functional obsolescence, a 2026 construction supply cliff, and high-power infrastructure demands.

Global airfreight spot rates reached $3.40 per kilogram in May 2026, up 41% year over year, according to Xeneta. However, Middle Eastern airline capacity is recovering, summer passenger flights are increasing, and air cargo demand usually slows during the Northern Hemisphere summer. These factors may reduce rate pressure in June. Why Did Airfreight Rates Rise So Fast? Global air cargo volume increased only 4%, but the dynamic load factor rose to 61%. The dynamic load factor measures how much...

On May 26, 2026, Walmart launched a new prepaid transportation program to help suppliers combine LTL freight into fuller truckloads before goods enter Walmart’s distribution network. The reason is simple: Walmart’s private fleet mainly moves goods from distribution centers to stores. Most inbound freight from suppliers still depends on third-party carriers. When suppliers cannot fill a full trailer, they often rely on LTL, which means more handling, longer lead times, and higher cost. Walmart...