In this update…
In this update, you’ll find fresh insights on economic developments, transport capacity, and fuel prices, plus a look at sector bankruptcies, DSV’s evolving electric fleet, and upcoming changes to road tolls and emissions trading. Stay informed and get ahead with the trends that matter most for your business.
General economic development: Euro area
- Euro area consumer price inflation eased to 2.1% in October 2025, in line with market expectations and down from 2.2% in September, edging closer to the ECB’s 2% target, according to preliminary data.
- Food, alcohol, and tobacco prices rose more slowly at 2.5%, versus 3.0% the previous month, led by both processed (2.4% vs 2.6%) and unprocessed food (3.2% vs 4.7%).
- Non-energy industrial goods inflation eased to 0.6% from 0.8%, while energy costs fell more sharply at -1.0% versus -0.4%.
- In contrast, services inflation accelerated for a second straight month to 3.4%, the highest since April, while core inflation, excluding energy, food, alcohol, and tobacco, remained stable at 2.4%, slightly above forecasts of 2.3%.
Source: Eurostat
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Capacity index
Increased slightly to 95.9 in October 2025, up from 93.6 in Q3 2025 and nearly unchanged year-on-year (96.0 in October 2024), indicating continued but gradually easing capacity constraints. -
Diesel price
Decreased to €1,552.66 in October 2025, down from €1,557.41 in Q3 2025 and from approximately €1,600 in October 2024, reflecting a positive trend for the industry with both quarterly and year-on-year cost reductions.
Examples from European countries
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Germany
Germany’s transport and logistics sector has the highest relative bankruptcy rate among all industries.
Source: europa.eu -
France
A severe liquidity crisis has led to 645 transport company bankruptcies in Q2 2025 with 10 closures daily, according to Union TLF.
Source: trans.info -
Poland
Poland is facing its deepest transport crisis in 25 years, with small and medium-sized carriers most affected.
Source: trans.info -
Denmark
44 Danish transport firms went bankrupt in May 2025, nearly double the number from May 2024, making it one of the hardest-hit sectors nationally.
Source: europa.eu -
Belgium
Belgium recorded 724 bankruptcies in transport and warehousing in 2024, surpassing previous record year.
Source: trans.info
Key factors driving insolvencies
- Economic slowdown across Europe and reduced manufacturing activity have led to lower freight volumes and disrupted typical seasonal recovery trends.
- Operating expenses, including truck maintenance and fuel, continue to rise, impacting profitability.
- Low profit margins and aging vehicle fleets limit investment capacity for many hauliers.
- Increasing requirements for environmental compliance and taxation are complicating long-term planning and investment.
- Persistent driver shortages and rising wages across the EU are constraining operational capacity.
Bulgaria
Apr/Sep 2025: Two-step toll increase in 2025 (+10% in April, +10% in September). Rates now based on weight and emission class, up to 0.42 BGN/km for large trucks.
More info: bgtoll.bg
Austria
Exp. Jan 2026: The Austrian ministry proposes an increase of 7.7 % in tolls for 2026, based on the vehicle category. No official confirmation yet, and 2026 rates are not published.
More info: trans.info
The Netherlands
Jul 2026: Kilometre-based toll for heavy goods vehicles starts 1 July 2026. Applies to highways and selected regional roads, with rates varying by emission class. Eurovignette ends 30 June 2026.
More info: trucktol.nl
Note: Road taxes or similar imposed by governments impacts the total transportation cost, and are beyond the control of DSV.
Please be advised inflationary road toll increases are expected across several European countries as of January 1st, 2026. At this stage, specific details have not yet been confirmed.
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Stricter VECTO Classes to Raise Tolls
A second update to the CO₂ emission classes in the VECTO system will take effect on July 1, 2026. The new, stricter criteria mean that many truck models will no longer qualify for the more favorable classes with discounts. As a result, some trucks may move to higher emission categories, leading to higher toll rates for hauliers.
More info: europa.eu -
Final ETS expansion
Starting January 2026, the EU Emissions Trading System (ETS) will require shipping companies to offset 100% of their verified greenhouse gas emissions with emission allowances. These costs, which include charges for CO₂ and other greenhouse gases, will continue to be passed on to customers and adjusted monthly based on ferry usage and actual emissions.
For more info see our Sustainability Explainer video on ETS here.
DSV operates one of the largest fleet of heavy-duty battery electric vehicles (BEVs) in Europe, with more than 400 trucks already in service across multiple countries and a target of 2,000 by 2030.
Decarbonise anywhere
- Book & Claim model: CO₂ reductions from DSV’s own road operations.
- Global availability: Take action regardless of location.
- Certified & audited: Fully traceable for credible reporting.
- No operational changes needed: Reductions without disrupting transport setup.
- Supports your sustainability goals: Start reducing emissions today.
Read more about DSV’s Indirect Reductions
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