E-commerce drives expansion of express fleets worldwide

Today we begin a three-part analysis of the jet freighter fleets of express companies worldwide. We start with some background, and then a look some of the smaller (and perhaps more interesting) companies. Tomorrow and the day after, we’ll look at the big boys, and conclude with a look into the future. At the end of […]
  • David Harris
  • April 12, 2017

Boeing launches 737-800BCF with 30 orders and 25 commitments

At a ceremony at the Boeing Shanghai facility this morning, Boeing formally launched a passenger-to-freighter conversion program for the 737-800. The announcement has been expected for some time, as Boeing has recently issued press releases featuring Launch Customer Agreements from YTO Airlines and China Postal Airlines, but this morning’s event in Shanghai revealed some surprises […]
  • David Harris
  • February 24, 2016

A massive freighter order from China Postal

Demand for narrowbody freighters is going off the charts in China. How many times have you read the words “e-commerce is exploding in China” on these pages? Probably enough times to be tired of hearing it, but that doesn’t make it any less true, or any less important to the air freight and express industry. […]
  • David Harris
  • December 15, 2015

…and 200 airplanes!

11 11 2015. That is eight numbers, representing a day last week. Here’s another number: 14,300,000,000. That’s US dollars. $14.3 billion US dollars. Put it all together, and what you have is that on this year’s Singles Day in China, the eleventh of November 2015, e-commerce giant Alibaba logged $14.3 billion in sales on its […]
  • David Harris
  • November 17, 2015

Express competition heats up in China

The Civil Aviation Administration of China (CAAC) looks set to grant YTO Express Airlines authority for scheduled domestic operation in China. The CAAC allowed YTO Express Airlines, the air arm of Shanghai-based YTO Express, to begin charter operations on an international route to Korea in March, and has now given preliminary approval to YTO’s application […]
  • David Harris
  • June 3, 2015

The worldwide express fleet: Part III

Two days ago, we began a three-part look at the jet freighter fleet operated by, or for, the integrated express companies. Part I looked at the way the combined fleet has changed over time, while Part II summarized the changes on a company-by-company basis. Today we look ahead at how the fleet will evolve in the coming […]
  • David Harris
  • April 17, 2015

China Postal rising?

HONG KONG — We are hearing that China Postal Airlines is finding increasing favor with Alibaba. Reportedly, more Alibaba shipments are coming through Hong Kong via China Postal, at the expense of SF Express. While we don’t have data to determine exactly why or to what extent China Postal is taking marketshare – this is China, after […]
  • JJ Hornblass
  • November 20, 2014

Online shopping drives express growth in China

Online shopping drives a huge surge in express deliveries in China. According to reports in the Chinese media and the State Post Bureau, express deliveries in China were up 51.9% in the first quarter, to 2.6 billion. Express companies combined revenue for the quarter was up 45.6% to US$6.6 billion. The driving force behind the […]
  • David Harris
  • May 29, 2014