Will Amazon enter the transportation and logistics business?

Will Amazon enter the transportation and logistics business? On one level, this is a stupid question, because we’ve all seen Amazon Fresh delivery trucks on the streets of our cities, and Amazon operates almost 170 distribution facilities worldwide. So, clearly, the company is already involved in transportation and logistics. However, Amazon’s current involvement is on […]
  • David Harris
  • October 22, 2015

Narrowbody freighters II – a closer look at the fleet

Yesterday, we began this year’s examination of the narrowbody freighter market with a snapshot of the current fleet – the view from 10,000 meters, so to speak. You can read Part I here, but today we turn to the close-up view, beginning with a look at the fleet on a type-by-type basis. The active narrowbody fleet […]
  • David Harris
  • October 15, 2015

Strong Express performance drives FedEx gains

FedEx reported net income up 6.0% y-o-y in its fiscal first quarter, to $692 million, as total revenue rose 5.1% to $12.28 million. Operating income for the quarter rose 7.7% to $1.14 billion. However, adjusting for a one-time gain of $64 million in the first quarter of FY2015, the result was even stronger: net income […]
  • David Harris
  • September 21, 2015

Tomorrow, the World: Part III

Today we publish Part III of our three-part look at Alibaba, the world’s biggest e-commerce company. We are examining the way in which its approach to the logistics of online shopping – particularly the development of a neutral “open logistics platform” – has changed the package-delivery industry in China, and will soon spread that change worldwide. […]
  • David Harris
  • September 17, 2015

Tomorrow, the world: Part II

Yesterday, we began a three-part look at Alibaba, the world’s biggest e-commerce company, and the way in which its approach to the logistics of online shopping – particularly the development of a neutral “open logistics platform” – has changed the package-delivery industry in China, and will soon spread that change worldwide. You can read Part […]
  • David Harris
  • September 16, 2015

Alibaba and Cainiao: Tomorrow, the world!

Move over, Amazon. Out of the way, FedEx and UPS. Alibaba is coming to your home town. Over the last few years, we have posted occasionally about the impact of e-commerce on the air freight and express industry. Today we embark on a three-part look at Alibaba, the world’s biggest e-commerce company, and the way […]
  • David Harris
  • September 15, 2015

Delivering the dragon

Two years ago we reported that Chinese e-commerce firm Alibaba was leading a consortium of companies in the development of an advanced package delivery network. The consortium set up a new company, Cainiao, to manage the network, in which they, and various financial backers, planned to invest a total of US$16 billion. As we said […]
  • David Harris
  • August 21, 2015

Digging deeper into the Top 50 for 2014

Yesterday we began our look at the world’s busiest cargo carriers in 2014, ranking the top fifty by share of international, domestic, and total cargo carried. You can read that post here, but today we go beyond “Top Carriers” and look at 2014 cargo traffic both by geographic region and by carrier type, and how those […]
  • David Harris
  • August 18, 2015
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