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Global Category Intelligence
Q2 2025
Global Category Intelligence
Q2 2025
Executive Summary
Q2 2025
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INTRODUCTION TO Q2 2025 REPORT
Welcome to the Q2 2025 edition of Jabil’s Global Category Intelligence Report, delivering actionable insights across the indirect procurement ecosystem. This report leverages our team's expertise to highlight energy, logistics, IT, and contingent labor trends, empowering our partnership network to navigate a dynamic global landscape.
As we progress through Q2 2025, the global economy continues to show signs of cautious optimism, though the pace of recovery remains uneven across regions. Advanced economies, particularly in Europe, are experiencing tempered growth, while the United States and emerging markets, such as India and China, are driving resilience.
Inflation continues to moderate, though geopolitical tensions—such as U.S.-China trade disputes and the Russia-Ukraine conflict—sustain supply chain pressures. Labor markets remain tight, with technology and sustainability shaping demand, yet regional disparities persist, influencing procurement strategies worldwide.
In this edition, we delve into shifts across key segments. The global energy market is poised for transformation, with electricity demand projected to surge 4% annually through 2027, driven by the growth of AI, data centers, and emerging economies. Meanwhile, amid the expansion of renewable energy sources, fossil fuels are expected to decline to 73% of the supply by 2030.
Logistics in the Americas grapples with air freight tightness and ocean freight disruptions stemming from the rerouting of the Red Sea, projecting stabilization by Q1 2026. Though tariffs and energy costs pose risks, IT sees increasing demand for AI-driven hardware and software. Contingent labor markets across the Americas, Europe, and Asia present opportunities for scalability, but these are tempered by inflation, aging workforces, and regulatory shifts.
We also address broader challenges: U.S. policy pivots under new leadership, boosting fossil fuel output and impacting global LNG flows, while Europe accelerates its renewables efforts to reach 40% of electricity by 2030. Asia’s technological advancements and growth in foreign direct investment fuel labor demand, yet natural disasters and trade tensions loom. These dynamics underscore the need for
agile procurement, leveraging long-term contracts, technology investments, and diversified sourcing to mitigate volatility and capitalize on opportunities through Q4 2025.
We trust this report provides valuable clarity and direction. For further discussion, please contact me or Josh Wilson, our Market Intelligence Research Manager, directly.
Yours sincerely,
Heidi Banks
Global Indirect Procurement
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