DHL targets €3 billion in energy transition logistics revenue by 2030

DHL has set as one of the priorities of its growth strategy through 2030 the goal of raising its global revenue from logistics services linked to the energy transition, moving from €600 million recorded in 2025 to €3 billion by 2030, representing a 400% increase over five years according to the company.

To serve this market, DHL combines operations across its three divisions—Express, Global Forwarding and Supply Chain—offering services ranging from the transport of industrial and infrastructure components to maintenance, spare parts distribution, reverse logistics and equipment decommissioning. The company has identified eight segments with growth potential within the energy transition, including alternative fuels, battery energy storage systems, electric vehicles, hydrogen, power grid infrastructure, and solar and wind power generation.

In the transport and storage of batteries for electric vehicles and stationary systems, DHL operates more than 20 specialized centers across different countries, equipped to protect components from extreme temperatures, humidity, thermal shock and condensation. In wind power, demand is concentrated in spare parts distribution and in reducing equipment downtime: the company's global network includes more than 1,100 advanced storage centers, enabling deliveries within as little as four hours to approximately 88% of the world's wind farms, with this service available in 22 European countries and territories and plans for expansion into other markets.

In the Brazilian market, DHL identifies opportunities tied to the expansion of renewable generation, electrification and the development of energy storage systems, which require the transport of large-scale equipment and high-value-added components. Eric Brenner, CEO of DHL Global Forwarding in Brazil, noted that the energy transition is opening opportunities for specialized, integrated logistics, while Plínio Pereira, CEO of DHL Supply Chain in Brazil, argued that logistics planning must be factored in from the earliest stages of energy project design. However, the company did not disclose what portion of the global €3 billion target will correspond to Brazil, nor did it detail specific infrastructure investments for the country.

The expansion of supply chains linked to electrification could also increase demand for express transport of industrial components and spare parts, particularly in operations where equipment unavailability leads to production disruptions. Mirele Mautschke, CEO of DHL Express in Brazil, stated that as Brazilian companies expand their participation in electrification and new energy source supply chains, the need grows for transport solutions that combine speed, security and attention to specific requirements.