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Prologis (PLD) Managing Director on Critical Supply Management Changes in 2026

Prologis (PLD) Managing Director on Critical Supply Management Changes in 2026

Schwab Network · Schwab Network

December 1, 20257m 18s

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Show Notes

Chris Caton of Prologis (PLD) discusses the company’s business, financials, and supply chain management into 2026. He predicts that next year, U.S. gateway markets will rebound sharply, global logistics markets will outperform the U.S., freight costs will rise sharply, and power-ready facilities will become essential, among other factors. E-commerce is driving “20% of new leasing,” he adds.


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