Boeing indicates improvements in the aerospace supply chain, yet capacity remains a challenge for the air cargo sector. Darren Hulst, Boeing’s VP of Commercial Marketing, highlighted the industry’s need to double its size post-pandemic. While e-commerce is rapidly growing, with significant increases in shipments, overall air cargo capacity has stagnated since 2019, with deliveries plummeting to 60% less. The capacity shift is notable, with more freighters being directed towards Asia, the Middle East, and Europe, resulting in tighter supply conditions. Boeing’s recent deliveries reflect this trend.