Market data reveals shippers are actively re-routing supply chains in response to tariffs. US-bound demand is increasingly sourced from Vietnam instead of China, while China remains a key supplier for Europe-destined shipments. E-commerce volumes into the US fell sharply (-40%), but were offset by strong growth to other global destinations, resulting in a healthy +25% YoY increase overall.
Airlines have responded by ramping up freighter capacity (+10% in Q3 vs. 2024), yet demand continues to strain available space. Middle Eastern carriers are emerging as major players, with their combined aircraft orderbook now matching that of all other regions combined—a signal of their growing influence on global capacity.
NAP Insight:
These trends reinforce the need for flexibility and global reach in air cargo logistics. As trade flows shift and new capacity hubs emerge, NAP members are uniquely positioned to adapt and seize new opportunities—especially in e-commerce and cross-border solutions.
Source:
Original analysis by Rotate Consulting.
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