In June, global air cargo spot rates fell for the second month in a row, declining 4% year-on-year as demand was outpaced by capacity for the first time in 19 months, raising concerns for the latter half of 2025. Cargo volumes were stable, increasing only 1%, while capacity rose by 2%. Niall van de Wouw of Xeneta highlighted that economic tariffs are impacting consumer behavior, with many opting to save on non-essential goods. The air cargo sector faces a challenging outlook due to tariffs and reduced consumer confidence, despite a 3% demand growth in the first half of 2025.

Source: https://www.stattimes.com/air-cargo/air-cargo-spot-rates-drop-4-in-june-concerns-over-tough-h22025-1355762