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Articles by Soufiane Daher
Ahead of the curve: Getting cargo revenue management right as the cycle turns
The air cargo market is at a turning point as yields begin to fall from the peaks of the past three years—now is the time for cargo airlines to re-think revenue management. Cargo airlines enjoyed a period of high revenue—driven by scarce capacity—during the pandemic. But after the boom of the past three years, yields are gradually falling from the 2021 peak.
Freight forwarders’ earnings amid carrier-rate volatility
Three key charts reveal the relationship between freight forwarders’ rates and earnings. The supply-chain crisis has driven an increase in freight rates, with implications for freight forwarders’ earnings. Understanding the relationship between rates and earnings can help freight forwarders navigate the volatile forwarding market. Our analysis draws on recent and historical data to reveal major trends around freight forwarders’ gross margins and absolute gross profit amid carrier-rate changes.
Air cargo takes to the world stage and will give vaccine distribution its best shot
The year 2020 has been unlike any other for air cargo: the industry has accomplished the notable feat of delivering life-saving goods in response to the Covid-19 pandemic, while reeling from significant capacity groundings. Yet, what comes next will be the biggest challenge to air cargo’s ingenuity in its modern history: delivering long-awaited Covid-19 vaccines worldwide.
Trade war: How is air cargo impacted? (part II)
Trade tensions between China and the U.S. have escalated in recent months, leading to new rounds of tariffs being imposed by both governments. On September 24, the U.S. government put into effect tariffs on Chinese imports valued at U.S.$200 billion. These were followed by counter-tariffs from China on U.S. imports valued at $60 billion.
Trade wars: How is air cargo impacted?
Beginning in March, numerous U.S. import tariffs have either been planned for or gone into effect, triggering retaliatory tariffs from China, the European Union, Canada, and other countries on their imports from the U.S. To date, the goods that are or could be impacted include items such as semiconductors, cherries, and cosmetics, totaling an estimated U.S.$160 to 200 billion of global trade.
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