Why US Warehousing Has Zero Vacancy in 2026

In this episode, Lucas and Luna explore a surprising logistics bottleneck: US warehousing vacancy rates have dropped to near-zero levels in 2026. With industrial production up 0.7% in April and manufacturers' new orders reaching $662.7 billion, demand for storage space has outpaced new construction. The hosts drill into a specific case—the struggle of a mid-sized 3PL in the Inland Empire that lost a lease renewal to a bigger player—and explain how this shortage is raising costs for importers, squeezing small retailers, and reshaping supply chain strategies. They also discuss the broader trend of 'chassis creep,' where containers sit on truck chassis for days because there's no warehouse slot to offload them. Finally, they tie the shortage to today's import surge and trade deficit, now at -$60.3 billion. The episode ends with a forward look at whether automation or multi-story warehouses can solve the crunch. #Warehousing #Logistics #SupplyChain #IndustrialRealEstate #InlandEmpire #3PL #ImportSurge #TradeDeficit #CapacityUtilization #ManufacturersOrders #ChassisCreep #RetailInventory #MultistoryWarehouse #Automation #Economics #FexingoBusiness #BusinessPodcast #SupplyChainEconomy Keep every episode free: buymeacoffee.com/fexingo