Amazon, Defence and Chinese Firms Drive UK Warehouse Demand Recovery

Industry
โดย Business Wire·Read original
Summary · why it matters

UK warehouse demand has recovered after three years of post-pandemic consolidation, with industrial net absorption turning positive in the second quarter of 2026 to reach nearly 6 million square feet, its strongest reading in more than three years. Defence-linked demand reached nearly 1 million square feet in the first half, helped by the Ministry of Defence's 545,000-square-foot facility at Panattoni Park Swindon, while Amazon took an estimated 6 million square feet over the past 18 months, including its 2 million-square-foot Segro Park Northampton facility that opened last month. Chinese e-commerce platforms continue expanding their UK logistics footprints, with more than 2 million square feet leased or under offer by mid-2026, putting Chinese occupier take-up on course for another record year. Twelve-month net absorption returned to positive territory after bottoming out at 23 million square feet in 2024, according to data from CoStar.

Impact on stocks 3

Real Estate▲ · 2 stocks
Segro Plc
SGRO
▲ PositiveDemandrelevance

Segro's Northampton park was the site of Amazon's new 2 million-square-foot facility, indicating strong tenant demand for its properties.

Artificial Intelligence▲ · 1 stocks
Amazon.com Inc
AMZN
▲ PositiveDemandrelevance

Amazon took an estimated 6 million square feet of UK warehouse space over the past 18 months, including a new 2 million-square-foot facility.

Off-coverage companies 1

PanattoniPrivate▲ Positive
Demandrelevance

Panattoni Park Swindon leased a 545,000-square-foot facility to the Ministry of Defence, boosting demand for its warehouse space.

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