US tariffs on Chinese goods signal trade war has arrived

Today, the United States government followed through on earlier threats from US President Donald Trump by imposing a 25% tariff on about $50 billion worth of Chinese imports containing “industrially significant technologies,” which the Office of the United States Trade Representative (USTR) said are related to China’s “theft of our intellectual property.” For its part, […]
  • Caryn Livingston
  • June 15, 2018

Demand growth strengthens in April

When the world’s big cargo carriers, airports, and handlers began reporting their April results, it appeared that while year-over-year growth in demand for air freight would probably be a little higher than the 1.7% IATA reported for March, it would not be by much. But as results continued to come in from some of the […]
  • David Harris
  • May 30, 2018

Atlas reports an exceptional first quarter, and ups full-year guidance

Atlas Air Worldwide Holdings (AAWW) reported first-quarter net income of $9.6 million, up from a reported loss of $752,000 a year earlier. Adjusting for a variety of one-time impacts, net income was up 187.4% y-o-y to 23.8 million, while total revenue rose 24.1% to $590 million. Operating income for the quarter jumped 68.8% to $40.6 […]
  • David Harris
  • May 3, 2018

Demand flattens and yields soar in March… Or maybe not

Two weeks ago, when we looked at the March air freight data from some of the early-reporting major carriers, airports, and handlers, it was clear that, for most of the world, demand growth had dwindled to almost nothing. The exception was three big carriers from the Americas – United, Delta, and LATAM – all of […]
  • David Harris
  • May 2, 2018

The wild card in the air freight game

Two weeks ago, when we analyzed the February results from some of the world’s big cargo carriers, we concluded that, once full worldwide data were available, we would see a fall-off in demand growth from January to February, and that the combined two-month growth would be below the double-digit percentages we saw last year, but […]
  • David Harris
  • April 4, 2018

Forecasting Air Freight Demand

In 2017, IATA reported global air cargo demand up 9% – the highest growth since 2010, and the third highest since 2000. That growth was about twice the rate of last year’s global trade growth, and nearly three times the rate of growth of global GDP, leaving many wondering where growth is headed moving forward. […]
  • Charles Kauffman
  • March 30, 2018

Summarizing the air cargo market in 2017

IATA reported freight tonne kilometers across the airfreight industry rose by 9.0% y-o-y for the full year 2017, the strongest growth over a calendar year since 2010’s recovery from the industry’s abysmal performance in late 2008 through most of 2009. Last year saw marked improvement in world trade conditions generally, and the resulting demand for […]
  • Caryn Livingston
  • January 31, 2018

Shippers call for rapid implementation of “local rule” at AMS

Today a triad of Dutch organizations – ACN, the local air cargo community; TLN, the Dutch Association for Transport and Logistics; and evofenedex, the Dutch Shippers association, pressed the country’s Minister of Infrastructure and Public Works to move forward immediately with the implementation of a “local rule” for slot distribution at Amsterdam Airport Schiphol. They […]
  • Charles Kauffman
  • January 24, 2018

Has the current traffic growth cycle peaked?

Last month we predicted that when worldwide data were available for October, we would see a year-over-year increase in air freight demand within mid-single digits. Both WorldACD and IATA have published their October analyses and, as you can see in the charts at right, demand growth was in line with our expectations, with IATA reporting […]
  • Charles Kauffman
  • December 5, 2017

航空货运收益开始下滑?

今年9月份,就目前的数据来看,全球主要航空公司和货运机场的成绩显然,航空货运的货量增长依然保持强劲,然而最近几个月来的航空货运平均收益,略微低于去年同期。《空运通讯》预计,当IATA和WorldACD在未来两周内发布全球货量的详细分析,我们将看到持续的两位数增长,但更有可能是接近10%,而不是近期来常态化的12%。 何以见得?2016年9月以来,航空货运的需求增长开始不断加速,使得货量比对的基数不断提升。回顾2016年,年初为负增长,4月份开始转为正增长,直到8月份均保持低位增长,9月份增长开始加速并达到6.1%,10月份增速为8.2%,11月份增速为6.8%,12月份增速为9.8%。
  • Charles Kauffman
  • October 23, 2017
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