Air cargo industry outlook and positioning study

Background and context

We were asked to develop an air cargo market review and outlook. The client – one of the world’s leading cargo airlines and aircraft leasing companies sought to make use of our insights for investor discussions.

Aevean’s Role

With this in mind, we conducted a historical analysis on the size, growth and drivers of the air cargo industry. As part of the outlook portion of the project, a demand forecast of the next 6 years was forecasted for multiple cargo segments. Hand in hand, a supply forecast was evaluated based on aircraft deliveries, retirements and conversions. Furthermore, all of the above were accompanied by an in-depth analysis of the ongoing tariff developments and their effects on global air trade. Ultimately, all of our insights came together in a summary of key market opportunities and risks, and their implications for demand and supply.

Outcome & Value Add

From the project, the client gained not only a concise understanding of their market positioning and emerging opportunities, but also how current tariff instability can affect global supply chain.