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.

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

#xeneta #china #us #donaldtrump #aircargodemand #aircargo #aircraft #supplychain #airfreight

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

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

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