Writing
On network economics, capacity, and the commercial side of moving freight. A new piece roughly every two weeks; shorter versions appear on LinkedIn.
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.