Tariffs and changing supply chains are altering the dynamics of global air cargo movements.

The global air cargo market is adjusting due to changes in trade policies and manufacturing, which are expected to impact freight flows into 2026. A recent report indicates that air freight rates have softened, particularly before the Chinese New Year, influenced by US Supreme Court tariff rulings and a temporary global tariff. This uncertainty may lead shippers to revert to exporting directly from China, affecting intra-Asia traffic. Additionally, tightening capacity is observed in Northeast Asia and India, while demand remains strong in Australia. Overall, the market reflects cautious optimism amid ongoing operational disruptions and rising manufacturing indices.