AIR CARG O WEEK


E-COMMERCE


ONLINE BOOM, TOO BIG, BROKE POCKETS


GROWING E-COMMERCE ACTIVITY THIS YEAR HAS COME UP AGAINST CAPACITY CONSTRAINTS WHICH IS IMPACTING NEGATIVELY ON PROFITABILITY


BY Ryan KEYROUSE (CEO) and Tim van Leeuwen (Head of Strategy Consulting) at Netherlands-based air cargo consultants Rotate


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“While most would say it was a great year for cargo, it’s easy to overlook that not all regions and trade lanes experienced similar growth.”


While most would say it was a great year for cargo, it’s easy to overlook that not all regions and trade lanes experienced similar growth. North American exports, for instance, saw only marginal gains in demand while supply surged, driving yields to near-incremental-cost.


n 2024, global air cargo demand surged by 14%, driven primarily by the booming e-commerce sector in China. Comparing customs data to traffic data and examining new data sources, Rotate estimates that e-commerce now accounts for roughly half of China’s exports to the U.S. and Europe.


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