Stifel

Airfreight rates expected to slide this year on 2023 levels

Airfreight rates are expected to continue to decline this year compared with 2023 levels as belly capacity continues to return…

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Latest BAI figures inspire mixed feelings

The latest Baltic Exchange Airfreight Index (BAI) just released (in early November) suggests that rates outbound from Asia accelerated in…

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Are recent air cargo improvements the start of a full market recovery?

There is no doubt that the air cargo industry has seen some improvement over the last few weeks but there…

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Air cargo set for slow recovery as it reaches the bottom

Air cargo volume declines have bottomed out but are expected to remain in the doldrums for a while yet. Writing…

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Have air cargo rate and volume declines bottomed out?

The big two questions posed in the latest Baltic Exchange air cargo market update were whether rates and volumes had…

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Reduced demand and returning belly capacity result in “double whammy” for airfreight rates

Soft demand and continued returning belly capacity combined to hit airfreight rates again in May, and pressure on rates is…

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Rates continue to soften

A muted peak season has seen air cargo rates continue to soften in the fourth quarter, crossing below 2020 peak…

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Airfreight rates to stay above pre-Covid despite muted peak

Airfreight rates are expected to stay above pre-Covid levels for some time despite a muted peak season. Over the last…

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Airfreight rates to grind lower despite high inventories

Airfreight rates are expected to “grind directionally lower” or remain stable compared with current levels despite figures showing high inventory…

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Unexpected airfreight rate stagnation down to fuel prices and a slowing market

Many had expected the opening up of Shanghai and Hong Kong following strict Covid lockdowns to result in a surge…

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