Air cargo: Tension along Asian supply chains as shippers await US decisions
“It’s really very quiet. Everybody is waiting for the final result.” And no, we’re not talking ...
As airlines continue to pare Chinese services, with much belly capacity now not returning until the summer season begins in April, freight data on the routes is becoming harder to interpret – but a freight “bottleneck” is expected soon.
“Index transactional data is very thin, increasing ...
Comment on this article
Jonathan Holmes
February 12, 2020 at 2:41 amYes, in the near term there may be an origin China capacity shortage. However, manufacturers/shippers will not allow themselves to be exposed like this again. The momentum of deleveraging from China will in all likelihood, increase.