Global air cargo demand growth slowed to +3% year-on-year, in line with capacity growth, in September, at what would traditionally be seen as the commencement of the peak season.
#globalaircargo #xeneta #aircargomarket #tiaca #aircargo

Global air cargo demand growth slows as peak season kicks off
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Global air cargo demand growth slows as peak season kicks off

September’s global air cargo market data showed signs of growth slowing heading into the final quarter of the year, according to industry analysts Xeneta.

More downward pressure may lie ahead on rates, according to Niall van de Wouw, Chief Airfreight Officer, Xeneta.
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Air cargo demand up +6% in May, sentiment drives decline in rates
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Air cargo demand up +6% in May, sentiment drives decline in rates

More downward pressure may lie ahead on rates, according to Niall van de Wouw, Chief Airfreight Officer, Xeneta.

The prospect of a large scale return of container ships to the Red Sea following the announcement of a ceasefire between the U.S. and Houthi militia in Yemen would flood the market with shipping capacity and cause a global collapse in freight rates – but the situation remains far from certain.
#xeneta #redsea #houthis #us #suezcanal #freightrates #containershipping #shipping

Red Sea return of ships could see freight rates crash: Xeneta
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Red Sea return of ships could see freight rates crash: Xeneta

"Global TEU-mile demand would decline 6% if container ships begin sailing through the Red Sea and Suez Canal again."

The current political climate is extremely volatile, and given that tariffs are being imposed and suspended on an almost daily basis, shipping lines and cargo owners are adjusting their short-term supply chains for now and waiting for things to settle down (one way or another) before making longer-term network adjustments, according to the latest update from Sea-Intelligence.
#seaintelligence #xeneta #shipping #cargo #supplychains #networkadjustments #tariffs

Substantial blank sailings likely on Transpacific: Sea-Intelligence
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Substantial blank sailings likely on Transpacific: Sea-Intelligence

"Shipping lines and cargo owners are adjusting their short-term supply chains for now.."

E-commerce volumes, for so long the saviour of global air cargo demand, are facing up to the ‘seismic shock’ of the United States’ Liberation Day global tariffs announcement, according to the latest update from Xeneta.
#xeneta #ecommerce #deminimis #donaldtrump #aircargo #unitedstates #china #shipments

Air cargo volumes may drop sharply as Trump ends de minimis: Xeneta
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Air cargo volumes may drop sharply as Trump ends de minimis: Xeneta

China-to-U.S. e-commerce shipments alone account for roughly half of the cargo capacity on the eastbound corridor.