How US rule-changes are putting air cargo carriers in a 'tough spot'
Threats from the US to introduce tariffs or remove its de minimis customs duty exemption could ...
There’s an interesting analysis of Atlas Air’s position on Seeking Alpha. It recommends caution on AAWW stocks, in the belief that the good times for air cargo are over, and “conditions in core markets are depressed”. The analysis perhaps gives too much to the idea that cargo capacity is returning, while stating that passenger capacity is not, suggesting the writer doesn’t fully understand the market (although lower freight rates are indeed likely after the madness of this spring). And the ...
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