Ever more uncertainty: European road freight dynamics 2024 to 2026 and beyond – Key insights and strategic levers

30 Mar 2026

Ever more uncertainty: European road freight dynamics 2024 to 2026 and beyond – Key insights and strategic levers

This Intelligence Briefing examines the growing uncertainty facing European road freight in 2026, driven by geopolitical tensions, rising costs, and shifting global trade dynamics.

It highlights how structural constraints and regulatory changes are reshaping the sector, with resilience, efficiency, and adaptability emerging as critical success factors.

Why this Briefing stands out

  • Built on operational volume (tkm), not market value: Most reports focus on revenue. This briefing uses tonne-kilometres — a direct measure of transport activity – making it actionable for capacity planning, fleet sizing and network decisions.
  • Grounded in historical precedent: The briefing draws on lessons from the 1990 Gulf War, the 2008 financial crisis, and the 2022 Ukraine energy shock to contextualise the current disruption and frame what recovery could look like.
  • Institutional vantage point: Produced by IRU, the world road transport organisation, this analysis reflects a unique position between industry and governments, combining public data, regulatory expertise, and on-the-ground sector insight into a neutral, credible perspective.

Who is it for?

What is it for?

Understand where freight demand is heading

Understand where freight demand is heading: Combine historical crisis analysis, macroeconomic projections and IRU's interactive scenario modelling tool to frame what 2026 and 2027 could look like under different energy price and GDP growth assumptions.

Make better long-term investment decisions:

Make better long-term investment decisions: Apply lessons from past energy and demand shocks to the current environment, giving investors and planners a framework for scenario-based decision-making grounded in structural market drivers.

Improve operational efficiency:

Improve operational efficiency: Benchmark empty miles, average payload and fuel intensity against EU and country-level data, and identify where the largest optimisation gains remain available across your operations.

Plan routes and modal strategies with confidence

Plan routes and modal strategies with confidence: Identify which corridors are competitive and viable and which face headwinds under evolving conditions, and position your network around the freight flows most likely to hold.

Full 46-page briefing contents:

  • Chap 1: Freight markets in times of energy and geopolitical shocks
  • Chap 2: 2024 road freight volumes based on latest available data
  • Chap 3: Road transport efficiency as a key lever

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