Forwarders are warning that, although the airfreight market currently seems stable, conditions could change very quickly, and the longer-term outlook could be challenging for airlines as e-commerce platforms look to sea freight instead.
“So far, volumes from China to the U.S. have not reduced significantly, but it is very much dependent on U.S. tariff policy; so it could go upside down overnight,” said one Shanghai-based airfreight forwarder.
The forwarder said e-commerce is likely to become a less reliable source of tonnage for carriers, which could hit rates.
“From what I understand, the e-commerce platforms are all preparing to send cargo by sea, then keep the shipments in overseas facilities/bonded areas, to make final deliveries when the orders are placed. Sending those shipments by air won’t work for most e-commerce in the long run.”
Read more in an article from The Loadstar.
