
Another Potential Strike!?
The airfreight industry enters 2025 with strong momentum, building on a robust 2024 and unexpected demand spikes in December. Seasonal rate dips have been moderate, with key China-North America routes showing smaller-than-typical declines. January rates remain 17% higher year-over-year, reflecting a dynamic market. Factors such as early Lunar New Year preparations, inventory stockpiling, and e-commerce dominance continue to bolster air cargo volumes. However, analysts predict growth could slow to 4-6% this year due to geopolitical and economic headwinds, including softer manufacturing output and changing trade conditions.
E-commerce accounted for over 50% of Asia’s air cargo last year, reshaping capacity allocation and pushing up yields. Airlines are leveraging demand by increasing contract rates for 2025, while freight forwarders balance long-term commitments and volatile spot markets. Risks like U.S. tariff changes, geopolitical tensions, and shifting global trade routes could disrupt air cargo flows, even as infrastructure capacity expands.
TLC is prepared to help clients adapt to rate fluctuations and secure reliable airfreight options. With proactive solutions and strategic partnerships, we’re ready to keep your shipments moving in a competitive market. Contact us today for tailored airfreight solutions.
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