封面
市场调查报告书
商品编码
1685675

北美货运和物流:市场占有率分析、行业趋势和成长预测(2025-2030 年)

North America Freight And Logistics - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 713 Pages | 商品交期: 2-3个工作天内

价格

本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

北美货运和物流市场规模预计在 2025 年达到 1.64 兆美元,预计到 2030 年将达到 2 兆美元,预测期内(2025-2030 年)的复合年增长率为 4.02%。

北美货运和物流市场-IMG1

印尼、泰国和印度对从北美进口的外国商品的需求不断增长,推动了运输业的成长。

  • 自2024年10月1日起,加拿大将对中国生产的电动车征收100%的关税,理由是中国采取的不公平贸易行为损害了全球电动车市场。此外,自2024年10月15日起,将对中国钢铁和铝进口征收25%的关税。这些关税针对的是中国生产的混合动力汽车、卡车和巴士。加拿大政府认为,中国的产能过剩以及薄弱的劳工和环境标准正在损害全球电动车劳动力,并威胁加拿大未来的繁荣。加拿大政府认为这些措施对于保护加拿大产业和确保公平竞争至关重要。加拿大的决定与拜登政府 5 月宣布的对中国产电动车征收 100% 关税的决定如出一辙,也是西方国家反对不公平贸易行为的更广泛倡议的一部分。
  • 2022年,美国承诺2030年实现零排放卡车占全国销售量的30%,到2040年达到100%。为此,领先的废弃物管理和环境服务公司共和服务公司于2023年推出了首款全电动回收和废弃物收集卡车。该公司计划在 2023 年推出另外两款完全整合的电动回收和垃圾收集卡车原型。

美国(3,100 万美元)、加拿大(23 亿美元)和墨西哥(440 亿美元)政府投资,以加强北美货运和物流业

  • 至2023年12月,北美所有运输方式的跨国货运量将达1,216亿美元,较去年同期与前一年同期比较下降0.1%。其中,美国与加拿大之间的贸易额为611亿美元,比去年同期增长0.7%;美国与墨西哥之间的贸易额为604亿美元,比去年同期下降0.9%。在总货运量中,卡车货运量为732亿美元,铁路货运量为164亿美元,船舶货运量为110亿美元,管道货运量为91亿美元,空运货运量为46亿美元。
  • 2022年10月,美国运输部拨款约3,100万美元,用于加强货运基础设施及强化供应链。美国政府已承诺2022年将投入14亿美元用于铁路基础建设的现代化。墨西哥政府宣布了一项 2020-2024 年 440 亿美元的计划,重点用于交通基础设施建设,这是国家私营部门基础设施投资协议的一部分。加拿大政府已向国家贸易走廊基金投入超过23亿美元,用于加强货运。

北美货运和物流市场趋势

美国是该地区 GDP 的最大贡献者,这得益于加强港口和供应链的基础设施计画。

  • 高效可靠的交通系统对经济至关重要。透过国家贸易走廊基金,加拿大政府正在投资改善供应链、减少贸易壁垒和孵化企业以寻找未来的经济机会。 2024年5月,交通部长宣布该基金将向19个数位基础设施计划提供高达5,120万美元的资金。加拿大政府正在利用创新技术加强供应链,以便为加拿大人提供更快、更便宜的送货服务。该计划将促进与全国各地相关人员在数计划上的合作,以有效解决运输瓶颈、脆弱性和港口拥堵问题。
  • 在美国,由于基础设施建设和电子商务的兴起,运输和仓储行业的就业预计将增长。根据美国劳工统计局 (BLS) 的数据,预计该行业从 2022 年到 2032 年将以每年 0.8% 的增长率增长,从而在此期间增加近 57 万个就业机会。预计宅配和信使行业以及仓储和储存业将对该行业预计就业成长的 80% 左右做出重大贡献。

中东地区紧张局势加剧影响了石油供应,导致该地区油价大幅上涨。

  • 到2024年10月,也就是总统大选前,美国汽油价格预计将在三年多来首次跌破每加仑3美元。燃料价格下跌主要由于需求放缓和原油价格下跌,为成本上涨而引发通货膨胀的消费者带来了一丝安慰。此类事态发展可能会增强包括副总统卡马拉·哈里斯在内的民主党人的支持,因为他们正在回应共和党对油价飙升的批评。截至2024年9月,普通汽油平均价格为每加仑3.25美元,比上月下降19美分,比去年同期下降58美分。
  • 预计2024年加拿大油砂厂的年度维护将照常进行。但工会领导人警告称,由于两个新的行业计划,亚伯达将在 2025 年的转折季节面临劳动力短缺。亚伯达的生产商每年都会僱用数千名技术纯熟劳工,用于油砂升级工厂、火力发电发电工程和炼油厂的关键维护。加拿大是世界第四大石油生产国,每天生产的 490 万桶原油中约有三分之二来自亚伯达北部的油砂。短缺可能导致燃料价格最快在 2025 年上涨。

北美货运及物流业概况

北美货运和物流市场较为分散,主要有五家市场参与者:伯克希尔哈撒韦公司(旗下包括 BNSF 铁路公司)、DHL 集团、联邦快递、联合太平洋铁路和美国主要企业包裹服务公司 (UPS)。

其他福利:

  • Excel 格式的市场预测 (ME) 表
  • 3个月的分析师支持

目录

第一章执行摘要和主要发现

第二章 报告要约

第三章 引言

  • 研究假设和市场定义
  • 研究范围
  • 调查方法

第四章 产业主要趋势

  • 人口统计
  • 按经济活动分類的GDP分布
  • 按经济活动分類的GDP成长
  • 通货膨胀率
  • 经济表现及概况
    • 电子商务产业趋势
    • 製造业趋势
  • 交通运输仓储业GDP
  • 出口趋势
  • 进口趋势
  • 燃油价格
  • 卡车运输成本
  • 卡车持有量(按类型)
  • 物流绩效
  • 主要卡车供应商
  • 模态共享
  • 海运能力
  • 班轮连结性
  • 停靠港和演出
  • 货运趋势
  • 货物吨位趋势
  • 基础设施
  • 法律规范(公路和铁路)
    • 加拿大
    • 墨西哥
    • 美国
  • 法律规范(海空)
    • 加拿大
    • 墨西哥
    • 美国
  • 价值炼和通路分析

第五章市场区隔

  • 最终用户产业
    • 农业、渔业和林业
    • 建设业
    • 製造业
    • 石油和天然气、采矿和采石
    • 批发和零售
    • 其他的
  • 物流功能
    • 快递、快递和小包裹(CEP)
      • 目的地
      • 国内的
      • 国际的
    • 货物
      • 按交通方式
      • 航空
      • 海上和内陆水道
      • 其他的
    • 货物
      • 交通方式
      • 航空
      • 管道
      • 铁路
      • 海上和内陆水道
    • 仓库存放
      • 温度管理
      • 无温度控制
      • 温度管理
    • 其他服务
  • 国家
    • 加拿大
    • 墨西哥
    • 美国
    • 北美其他地区

第六章 竞争格局

  • 关键策略趋势
  • 市场占有率分析
  • 商业状况
  • 公司简介.
    • AP Moller-Maersk
    • AIT Worldwide Logistics
    • Americold
    • ArcBest
    • Arrive Logistics
    • Ascent Global Logistics
    • Berkshire Hathaway Inc.(including BNSF Railway Company)
    • Brookfield Infrastructure Partners LP(including Genesee & Wyoming Inc.)
    • Burris Logistics
    • CH Robinson
    • Canada Post Corporation(including Purolator)
    • Canadian National Railway Company
    • Canadian Pacific Kansas City Ltd.
    • Capstone Logistics LLC
    • Congebec
    • CSX Corporation
    • Deutsche Bahn AG(including DB Schenker)
    • DHL Group
    • DSV A/S(De Sammensluttede Vognmaend af Air and Sea)
    • Excel Group
    • Expeditors International of Washington, Inc.
    • Fastfrate Inc.
    • FedEx
    • Fomento Economico Mexicano, SAB de CV(including Solistica)
    • GEODIS
    • Grupo Mexico
    • GXO Logistics
    • Hub Group Inc.
    • JB Hunt Transport, Inc.
    • Knight-Swift Transportation Holdings Inc.
    • Kuehne+Nagel
    • Landstar System Inc.
    • Lineage, Inc.
    • M3 Transport LLC
    • Mactrans Logistics
    • MODE Global LLC
    • NFI Industries
    • Nippon Express Holdings
    • Norfolk Southern Railway
    • Old Dominion Freight Line
    • Omni Logistics
    • OnTrac
    • Patriot Rail Company
    • Penske Corporation(including Penske Logistics)
    • Polaris Development Corporation
    • Ryder System, Inc.
    • Schneider National, Inc.
    • SEKO Bansard
    • SF Express(KEX-SF)
    • TFI International Inc.
    • Total Quality Logistics, LLC
    • Transportation Insight Holding Company
    • Traxion
    • Uber Technologies Inc.
    • Union Pacific Railroad
    • United Parcel Service of America, Inc.(UPS)
    • Werner Enterprises Inc.
    • XPO, Inc.

第七章:CEO面临的关键策略问题

第 8 章 附录

  • 世界概况
    • 概述
    • 五力分析框架
    • 全球价值链分析
    • 市场动态(市场驱动因素、限制因素、机会)
    • 技术进步
  • 资讯来源及延伸阅读
  • 图表清单
  • 关键见解
  • 资料包
  • 词彙表
  • 外汇
简介目录
Product Code: 46190

The North America Freight And Logistics Market size is estimated at 1.64 trillion USD in 2025, and is expected to reach 2 trillion USD by 2030, growing at a CAGR of 4.02% during the forecast period (2025-2030).

North America Freight And Logistics - Market - IMG1

Rising demand for foreign goods in Indonesia, Thailand, and India imported from North America is driving the growth of the transport sector

  • Starting October 01, 2024, Canada will impose a 100% tariff on electric vehicles manufactured in China, citing unfair trade practices detrimental to the global EV market. Also, a 25% tariff on imports of Chinese steel and aluminum was set to take effect on October 15, 2024. These tariffs encompass hybrid vehicles, trucks, and buses produced in China. The Canadian government argues that China's overproduction and weak labor and environmental standards harm global EV workers and threaten Canada's future prosperity. The government sees these measures as crucial to protecting domestic industries and ensuring fair competition. Canada's decision mirrors the Biden administration's May announcement of a 100% tariff on Chinese EVs, part of a broader Western push against unfair trade practices.
  • In 2022, the US committed to achieving 30% nationwide sales of zero-emission trucks by 2030, with a further goal of 100% by 2040. In line with this, in 2023, Republic Services, a leading waste disposal and environmental services firm, unveiled its first fully integrated electric recycling and waste collection truck. The company had plans to introduce two more fully integrated electric recycling and garbage truck prototypes in 2023.

Enhancing the North American freight & logistics industry through government investments from the United States (USD 31 million), Canada (USD 2.3 billion), and Mexico (USD 44 billion)

  • By December 2023, the transborder freight value in North America, across all transportation modes, reached USD 121.6 billion, marking a marginal 0.1% YoY decline. Freight between the US and Canada amounted to USD 61.1 billion, showing a 0.7% YoY increase, while freight between the US and Mexico totaled USD 60.4 billion, experiencing a 0.9% YoY dip. Of the overall freight, trucks accounted for USD 73.2 billion, railways moved USD 16.4 billion, vessels transported USD 11 billion, pipelines carried USD 9.1 billion, and air freight amounted to USD 4.6 billion.
  • In October 2022, the US Department of Transportation allocated about USD 31 million to bolster cargo infrastructure and fortify the supply chain. In a bid to modernize rail infrastructure, the US government pledged USD 1.4 billion in 2022. Mexico's government unveiled a USD 44 billion plan for 2020-2024, with a key focus on transportation infrastructure, as part of the National Private Sector Infrastructure Investment Agreement. Canada's government channeled over USD 2.3 billion into the National Trade Corridors Fund to bolster freight transportation.

North America Freight And Logistics Market Trends

The US dominates with maximum regional GDP contribution, fueled by an infrastructure program that boosts ports and supply chains

  • An efficient and reliable transportation system is crucial for the economy. Through the National Trade Corridors Fund, the Government of Canada invests in improving supply chains, reducing trade barriers, and fostering business growth for future economic opportunities. In May 2024, the Minister of Transport announced up to USD 51.2 million for 19 digital infrastructure projects under this fund. The Canadian government aims to enhance supply chains with innovative technologies to expedite and reduce costs for Canadians. This initiative will drive collaboration with stakeholders nationwide on digital projects to address transportation bottlenecks, vulnerabilities, and port congestion effectively.
  • In United States, infrastructure development and the rise of e-commerce are anticipated to boost employment in the transportation and storage sector. According to the Bureau of Labor Statistics (BLS), this sector is projected to grow at a rate of 0.8% annually from 2022 to 2032, resulting in the addition of nearly 570,000 jobs during that timeframe. The couriers and messengers industry, along with warehousing and storage, are expected to contribute significantly to about 80% of the sector's projected job growth.

Rising tensions in the Middle East are expected to affect crude oil supplies and lead to sudden price hikes in the region

  • By October 2024, just ahead of the presidential election, gasoline prices in the US were projected to dip below USD 3 a gallon for the first time in over 3 years. This decline in fuel prices, primarily driven by waning demand and decreasing oil prices, offered a reprieve to consumers who had been grappling with elevated costs contributing to inflation. Such a development could have bolstered Vice President Kamala Harris and other Democrats in addressing Republican critiques regarding soaring gas prices. As of September 2024, regular gas averaged USD 3.25 a gallon, marking a 19-cent drop from the previous month and a 58-cent YoY decrease.
  • Annual maintenance on Canada's oil sands plants in 2024 is expected to proceed normally. However, trade union officials warn of a labor shortage in Alberta's 2025 turnaround season due to two new industrial projects. Alberta producers annually hire thousands of skilled workers for essential maintenance on oil sands upgraders, thermal projects, and refineries. As the world's fourth-largest oil producer, Canada gets about two-thirds of its 4.9 million barrels per day of crude from the northern Alberta oil sands. This shortage might raise fuel prices in 2025.

North America Freight And Logistics Industry Overview

The North America Freight And Logistics Market is fragmented, with the major five players in this market being Berkshire Hathaway Inc. (including BNSF Railway Company), DHL Group, FedEx, Union Pacific Railroad and United Parcel Service of America, Inc. (UPS) (sorted alphabetically).

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

  • 3.1 Study Assumptions & Market Definition
  • 3.2 Scope of the Study
  • 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

  • 4.1 Demographics
  • 4.2 GDP Distribution By Economic Activity
  • 4.3 GDP Growth By Economic Activity
  • 4.4 Inflation
  • 4.5 Economic Performance And Profile
    • 4.5.1 Trends in E-Commerce Industry
    • 4.5.2 Trends in Manufacturing Industry
  • 4.6 Transport And Storage Sector GDP
  • 4.7 Export Trends
  • 4.8 Import Trends
  • 4.9 Fuel Price
  • 4.10 Trucking Operational Costs
  • 4.11 Trucking Fleet Size By Type
  • 4.12 Logistics Performance
  • 4.13 Major Truck Suppliers
  • 4.14 Modal Share
  • 4.15 Maritime Fleet Load Carrying Capacity
  • 4.16 Liner Shipping Connectivity
  • 4.17 Port Calls And Performance
  • 4.18 Freight Pricing Trends
  • 4.19 Freight Tonnage Trends
  • 4.20 Infrastructure
  • 4.21 Regulatory Framework (Road and Rail)
    • 4.21.1 Canada
    • 4.21.2 Mexico
    • 4.21.3 United States
  • 4.22 Regulatory Framework (Sea and Air)
    • 4.22.1 Canada
    • 4.22.2 Mexico
    • 4.22.3 United States
  • 4.23 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes 1. Market value in USD for all segments 2. Market volume for select segments viz. freight transport, CEP (courier, express, and parcel) and warehousing & storage 3. Forecasts up to 2030 and analysis of growth prospects)

  • 5.1 End User Industry
    • 5.1.1 Agriculture, Fishing, and Forestry
    • 5.1.2 Construction
    • 5.1.3 Manufacturing
    • 5.1.4 Oil and Gas, Mining and Quarrying
    • 5.1.5 Wholesale and Retail Trade
    • 5.1.6 Others
  • 5.2 Logistics Function
    • 5.2.1 Courier, Express, and Parcel (CEP)
      • 5.2.1.1 By Destination Type
      • 5.2.1.1.1 Domestic
      • 5.2.1.1.2 International
    • 5.2.2 Freight Forwarding
      • 5.2.2.1 By Mode Of Transport
      • 5.2.2.1.1 Air
      • 5.2.2.1.2 Sea and Inland Waterways
      • 5.2.2.1.3 Others
    • 5.2.3 Freight Transport
      • 5.2.3.1 By Mode Of Transport
      • 5.2.3.1.1 Air
      • 5.2.3.1.2 Pipelines
      • 5.2.3.1.3 Rail
      • 5.2.3.1.4 Road
      • 5.2.3.1.5 Sea and Inland Waterways
    • 5.2.4 Warehousing and Storage
      • 5.2.4.1 By Temperature Control
      • 5.2.4.1.1 Non-Temperature Controlled
      • 5.2.4.1.2 Temperature Controlled
    • 5.2.5 Other Services
  • 5.3 Country
    • 5.3.1 Canada
    • 5.3.2 Mexico
    • 5.3.3 United States
    • 5.3.4 Rest of North America

6 COMPETITIVE LANDSCAPE

  • 6.1 Key Strategic Moves
  • 6.2 Market Share Analysis
  • 6.3 Company Landscape
  • 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Business Segments, Financials, Headcount, Key Information, Market Rank, Market Share, Products and Services, and Analysis of Recent Developments).
    • 6.4.1 A.P. Moller - Maersk
    • 6.4.2 AIT Worldwide Logistics
    • 6.4.3 Americold
    • 6.4.4 ArcBest
    • 6.4.5 Arrive Logistics
    • 6.4.6 Ascent Global Logistics
    • 6.4.7 Berkshire Hathaway Inc. (including BNSF Railway Company)
    • 6.4.8 Brookfield Infrastructure Partners L.P. (including Genesee & Wyoming Inc.)
    • 6.4.9 Burris Logistics
    • 6.4.10 C.H. Robinson
    • 6.4.11 Canada Post Corporation (including Purolator)
    • 6.4.12 Canadian National Railway Company
    • 6.4.13 Canadian Pacific Kansas City Ltd.
    • 6.4.14 Capstone Logistics LLC
    • 6.4.15 Congebec
    • 6.4.16 CSX Corporation
    • 6.4.17 Deutsche Bahn AG (including DB Schenker)
    • 6.4.18 DHL Group
    • 6.4.19 DSV A/S (De Sammensluttede Vognmaend af Air and Sea)
    • 6.4.20 Excel Group
    • 6.4.21 Expeditors International of Washington, Inc.
    • 6.4.22 Fastfrate Inc.
    • 6.4.23 FedEx
    • 6.4.24 Fomento Economico Mexicano, S.A.B. de C.V. (including Solistica)
    • 6.4.25 GEODIS
    • 6.4.26 Grupo Mexico
    • 6.4.27 GXO Logistics
    • 6.4.28 Hub Group Inc.
    • 6.4.29 J.B. Hunt Transport, Inc.
    • 6.4.30 Knight-Swift Transportation Holdings Inc.
    • 6.4.31 Kuehne+Nagel
    • 6.4.32 Landstar System Inc.
    • 6.4.33 Lineage, Inc.
    • 6.4.34 M3 Transport LLC
    • 6.4.35 Mactrans Logistics
    • 6.4.36 MODE Global LLC
    • 6.4.37 NFI Industries
    • 6.4.38 Nippon Express Holdings
    • 6.4.39 Norfolk Southern Railway
    • 6.4.40 Old Dominion Freight Line
    • 6.4.41 Omni Logistics
    • 6.4.42 OnTrac
    • 6.4.43 Patriot Rail Company
    • 6.4.44 Penske Corporation (including Penske Logistics)
    • 6.4.45 Polaris Development Corporation
    • 6.4.46 Ryder System, Inc.
    • 6.4.47 Schneider National, Inc.
    • 6.4.48 SEKO Bansard
    • 6.4.49 SF Express (KEX-SF)
    • 6.4.50 TFI International Inc.
    • 6.4.51 Total Quality Logistics, LLC
    • 6.4.52 Transportation Insight Holding Company
    • 6.4.53 Traxion
    • 6.4.54 Uber Technologies Inc.
    • 6.4.55 Union Pacific Railroad
    • 6.4.56 United Parcel Service of America, Inc. (UPS)
    • 6.4.57 Werner Enterprises Inc.
    • 6.4.58 XPO, Inc.

7 KEY STRATEGIC QUESTIONS FOR FREIGHT AND LOGISTICS CEOS

8 APPENDIX

  • 8.1 Global Overview
    • 8.1.1 Overview
    • 8.1.2 Porter's Five Forces Framework
    • 8.1.3 Global Value Chain Analysis
    • 8.1.4 Market Dynamics (Market Drivers, Restraints & Opportunities)
    • 8.1.5 Technological Advancements
  • 8.2 Sources & References
  • 8.3 List of Tables & Figures
  • 8.4 Primary Insights
  • 8.5 Data Pack
  • 8.6 Glossary of Terms
  • 8.7 Currency Exchange Rate