Structural shifts, policy shock the US cargo market
The U.S. domestic cargo market looks very different in 2025 than it did just a year ago, as freighter fleets capture e-commerce demand. International markets, meanwhile, are evolving under very different pressures.
Alaska and Hawaiian Airlines broke away from the field after their merger was finalized in late 2024, as seen in Figure 1 below. The combined airline immediately became the largest domestic freight mover, with tonnage accelerating sharply in early 2025. A majority of that surge is due to Hawaiian’s fleet of ten A330-300P2Fs operating under [...]
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