• DHL aims to grow New Energy logistics revenue from around €600 million in 2025 to €3 billion by 2030.
• The group is expanding services across EV batteries, energy storage, hydrogen, wind, solar, grid infrastructure and alternative fuels.
• New logistics investments include battery hubs, EV Centers of Excellence, wind spare-parts support and a new Time Definite Plus service.

DHL Expands Into New Energy Logistics

Amsterdam DHL Group is moving deeper into the energy transition, with plans to increase New Energy logistics revenue fivefold by 2030.

The company expects revenue from the sector to rise from around €600 million in 2025 to €3 billion by the end of the decade. The push follows DHL’s Strategy 2030, announced in fall 2024, which identified New Energy as a major growth area.

The timing reflects a wider shift in global energy policy. Governments are trying to reduce exposure to fossil fuel supply shocks. Companies are also under pressure to secure cleaner, more resilient supply chains.

DHL said around three-quarters of the global population lives in countries that depend on imported fossil fuels. That creates exposure to price volatility, geopolitical disruption and energy security risks.

Against that backdrop, DHL is building logistics services across eight New Energy segments. These include alternative fuels, battery energy storage systems, electric vehicles and EV batteries, hydrogen, grid infrastructure, solar and wind.

“The energy transition is not happening through a single technology and a single supply chain. It is a set of different assets, that help countries to shift. DHL has the capabilities to help establish this new supply chains end-to-end, from parts and components to aftermarket support, at a global scale like no one else. Data from the International Energy Agency tells us that new energy is scaling at a record-breaking pace, outstripping all other power sources2. Our combination of reach, reliability, and sector expertise is what companies and countries can lean on to facilitate the energy transition and bolster resilience”, said Tobias Meyer, CEO, DHL Group.

Wind Growth Creates Aftermarket Demand

DHL is also targeting the fast-growing operations and maintenance market for wind energy.

The global wind sector has reached around 1.3 terawatts of installed capacity. That changes the commercial opportunity. The industry is not only building new wind farms. It is now operating a large asset base that needs maintenance, repair and overhaul services.

“We are no strangers to the transport of large and complex machinery or the specific requirements of New Energy logistics. We have expertise in every single step of the supply chain, enabling end-to-end or modular logistics solutions. With more than 750 industrial project experts, a global network of warehouses, capabilities in multi-modal solutions and a dedicated Express aircraft fleet, we are ideally prepared to help our customers ramp-up supply chains and access new markets,” said Martyn Lawns, CEO, DHL Industrial Projects and Senior Vice President, Growth for New Energy, DHL Group.

DHL is launching Time Definite Plus to support that demand. The service will use the DHL Express network, while adding customised delivery options. These include timed shipment delivery, special delivery requirements, Swap & Return solutions and delivery to difficult locations.

“With many of these wind farms located remote places, our customers require us to get the spare parts quickly and efficiently to these sites. This is why we are launching our new bespoke service, Time Definite Plus, which uses the DHL Express network with added customized delivery options,” he added.

The service will initially be available in 22 countries and territories across Europe. DHL plans a wider global rollout.

The group also has more than 1,100 front-stocking locations. It said these sites can deliver spare parts within a four-hour window to 88% of wind farms globally. For operators, that speed can reduce downtime and protect energy output.

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Battery Logistics Becomes a Strategic Priority

DHL is also increasing investment in the electric vehicle and battery supply chain.

The group recently broke ground on a European Battery Logistics Hub in Holtum, the Netherlands. The site will serve EV batteries and battery energy storage systems, including home storage and solar-linked applications.

The hub will offer 17,000 square meters of specialised storage and service space for high-voltage batteries. It will sit next to DHL Supply Chain’s existing Holtum automotive operation. Together, the two facilities will create an integrated campus for electric mobility and energy systems across Europe.

The hub is scheduled to go live in early 2027.

DHL has also opened an EV and Battery Center of Excellence in Meung-sur-Loire, France. The site supports compliant storage and distribution of EV parts and batteries. It also supports manufacturing flows, aftermarket services and recycling through specialist partners.

DHL now has more than 20 EV Centers of Excellence worldwide. Further launches are planned in India and Peru later this year.

For battery shipments, DHL is adding its Thermoliner solution. The patented insulation system protects cargo from extreme temperatures, humidity, thermal shocks, condensation and cross-contamination.

What Executives Should Watch

For C-suite leaders, the DHL announcement points to a wider governance and investment issue. The energy transition depends not only on generation capacity. It also depends on the logistics systems that move parts, batteries, equipment and replacement components across borders.

That matters for clean energy developers, automakers, utilities and infrastructure investors. Supply chain resilience is becoming part of transition risk management.

“The shift to New Energy is about building systems that are not only sustainable, but resilient and secure at scale. That requires supply chains that can adapt quickly, operate reliably and support growth across multiple technologies and markets. This is where we come in with the proven ability to deliver integrated solutions across the Group, from infrastructure development and inbound to manufacturing, to transport and delivery to site, and finally, aftermarket, maintenance, decommissioning and circularity. We have a role in every step of the value chain, making New Energy Logistics a key growth opportunity for the Group,” said Oscar de Bok, CEO, DHL Global Forwarding.

For investors and corporate buyers, the message is clear. Clean energy scale-up is now a supply chain story as much as a technology story. DHL’s expansion shows how logistics groups are positioning themselves inside the next phase of global energy security.

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