B747 cargo planes face difficulties due to rising fuel prices.

Analysis from Rotate indicates that increased yields and fuel surcharges are helping to mitigate the impact of rising jet fuel prices on profitability, particularly for the Boeing 777 freighter, which can maintain profitability even with fuel costs at $4.45 per gallon. In contrast, the older Boeing 747-400F faces challenges, as its margins shrink significantly under the same conditions, requiring a 30-40% yield increase to break even. The transpacific trade lane, where the B747-400F holds a 22% capacity share, is particularly vulnerable to sustained high fuel prices, as seen in previous market downturns.