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European transport in 2026: A capacity reset, replacement waves, and the electrification push

European transport in 2026: A capacity reset, replacement waves, and the electrification push

  • 15 January 2026

Ageing trailers are prompting a replacement wave, road haulage recovery is lagging, and e‑trucks are just beginning to pick up speed. We see a very mixed outlook for Europe’s transport market in 2026, characterised by weak freight, continued volatility and widening gaps between countries

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In this bundle

The road haulage sector's recovery is set to stay in the slow lane
Transport & Logistics

The road haulage sector's recovery is set to stay in the slow lane

Volatility is here to stay, but that's part of a new normal

Tentative signs of recovery for the European truck market
Transport & Logistics

Tentative signs of recovery for the European truck market

The European heavy truck market has turned a corner after three years of slowing orders

Europe’s e-truck market gains speed – but the road is uneven
Transport & Logistics

Europe’s e-truck market gains speed – but the road is uneven

Cost factors and infrastructure constraints are limiting the pace of change for electric trucks

How replacements will drive the European trailer market's recovery
Transport & Logistics

How replacements will drive the European trailer market's recovery

The European trailer market has reached a turning point heading into 2026

Transport sector

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This publication has been prepared by ING solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument.
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