Writing
On network economics, capacity, and the commercial side of moving freight. A new piece roughly every two weeks; shorter versions appear on LinkedIn.
Demand, load factor and fuel all moved months ago. August was the first month yields followed. The lag is the whole story.
One number for the year is asked to do three different jobs. It can't, and this summer's data shows why.
Cross-border e-commerce is the growth engine of air cargo — and it is quietly rewriting what a cargo network is optimized for.
The gap between what's booked and what flies is a forecasting discipline — and in a tight market it is worth real money.
Freighter capacity responds to cargo economics. Belly capacity doesn't. The share that can't respond is the part that's growing.