Project Logistics • Q4 2025 Sector Analysis

Written in Collaboration with Ti-Insight

This report highlights the pivotal role of project logistics in enabling global industrial and infrastructure development. As economies invest heavily in clean energy, digital infrastructure, and modernization, the sector is evolving through consolidation, innovation, and strategic capital flows. The report underscores how specialized logistics solutions, digital tools, and global M&A activity are shaping competitiveness, resilience, and sustainable growth across regions.

Key insights include:

• Asia leads infrastructure spending with over US$1.7 trillion invested in 2024, driven by rapid urbanization and industrialization.

• Europe dominates M&A activity, accounting for 44 of 74 deals since 2020, reflecting its concentration of specialized operators.

• Energy transition drives demand, with nearly US$2.2 trillion in global capital focused on renewables, grids, and storage.

• Strategic acquisitions by Maersk, CMA CGM, and AIT expand end-to-end capabilities and global reach.

• Digitalization and AI enhance project execution through predictive analytics, visibility, and precision in handling complex cargo.

• Emerging trends point to repurposing and sustainability, as the sector pivots from new construction toward dismantling and recycling outdated infrastructure—creating new opportunities for heavy-lift and project logistics providers.