Global freighter operations are adjusting to volatile trade policies and geopolitical risks, balancing capacity reductions with fleet investments. The air cargo sector, crucial to global trade, faces challenges from US-China trade tensions affecting transpacific routes. Capacity has fluctuated significantly, with recent tariff agreements leading to quick rebounds. Operators are strategically reducing capacity rather than making hasty decisions. The demand for operational flexibility and modern fleets is increasing, as carriers navigate complexities in e-commerce and geopolitical disruptions while preparing for future market normalization.

Source: https://www.stattimes.com/air-cargo/are-trade-wars-shaking-up-global-freighter-fleets-1355448