Capacity & Demand

Runaway e-commerce growth reshaping air freight: Part I

Caryn Livingston
September 7, 2018
All Posts, Capacity & Demand, E-Commerce

Today, we begin a two-part analysis of the ways in which surging demand from e-commerce is changing how participants across the air freight supply chain operate and what the future of air freight in a logistics world built around e-commerce might look like. Part I offers insights into what qualifies as e-commerce, which trade routes are […]

IATA reports only 2.1% air freight traffic growth for July

Despite reports from carriers, airports, ground handlers, and the Association of Asia Pacific Airlines (AAPA) indicating a rebound in air freight traffic growth rates during July, the International Air Transport Association (IATA) recorded a significant slowdown in year-over-year growth for the month, at only 2.1%. IATA attributed the slower growth to a number of factors, […]

July traffic first look suggests stronger air cargo performance

Caryn Livingston
August 17, 2018
All Posts, Capacity & Demand, Carriers, News

Last month, when many of the world’s major airports and carriers released June performance metrics, the air freight industry seemed poised to begin feeling impacts from the ongoing trade war between the United States and China. Now that July results from carriers, handlers, and airports are beginning to come in, the outlook is slightly more […]

Revisiting the 747-400 Freighter

Alan Hedge
August 10, 2018
Capacity & Demand, Carriers, Conversions

In November 2017, air freight traffic was growing 8.0% year-over-year, jet fuel was selling for about $1.75/gallon, Cargolux CEO Richard Forson was telling journalists that he was thinking about expanding his fleet of 23 747 freighters, and Boeing’s production of new 747-8Fs had slowed to a crawl. From where were these additional freighters to come? […]

The world’s top 50 cargo carriers of 2017

Caryn Livingston
August 9, 2018
All Posts, Capacity & Demand, Carriers, Express, News

Last year when we analyzed the top 50 cargo carriers of 2016, we noted FedEx’s runaway cargo traffic growth through its acquisition of TNT, which further drove a wedge between FedEx and the number two contender for highest total cargo traffic, Emirates. However, a year can make quite a difference, and what an eventful year […]

Cathay stays in the red, despite continued cargo strength

Caryn Livingston
August 8, 2018
All Posts, Capacity & Demand, Carriers, Earnings, News, Strategy

The Cathay Pacific Group reported a net loss of US$34 million in the first half of 2018, marking an improvement from 2017’s first half when the Hong Kong-based carrier reported a net loss of $261 million as its passenger business struggled to counter increasing competition from airlines based in mainland China. So far this year, […]

DP-DHL 2Q results point to ongoing post, parcel pains

Caryn Livingston
August 7, 2018
All Posts, Capacity & Demand, Carriers, E-Commerce, Earnings, Express, News, Strategy

While Deutsche Post-DHL Group posted operating profit (EBIT) gains in the Express, Global Forwarding and Freight, and Supply Chain segments, a year-over-year decrease of 58.5% in second quarter EBIT for the Post-eCommerce-Parcel (PeP) division weighed on the Group’s overall EBIT for the quarter, which declined by 11.2% y-o-y to €747 million. The Group’s revenue increased […]

Air cargo volume growth flattens in June

When Netherlands-based WorldACD reported air cargo performance results for May, the outlook for continued cargo growth was in question, summarized as “Is the party really over?” With yesterday’s release of June results from WorldACD, the answer seems to suggest that although the party isn’t truly winding down, it is certainly on hiatus for the summer. […]

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