The Air Cargo Landscape: A Growing Global Demand
In August 2025, air cargo demand saw a remarkable expansion across the globe, with Africa and the Asia Pacific leading the charge. Global air cargo demand, measured in cargo tonne kilometers, grew by 4.1% compared to the same month last year, marking another healthy month in an ongoing trend of growth. This consistent performance underscores a robust recovery in air freight, despite prevailing trade tensions and uncertainties.
African Airports Surge in Demand
African carriers demonstrated exceptional performance, reporting an impressive 11% increase in demand – their second month of double-digit growth. This spike can be attributed to a significant realignment of trade routes and an increased demand for exports that sidestep U.S. tariffs. Notably, shipments from Africa to Asia rose by 8.4%, while volumes to the Middle East surged by 15.6%.
Asia Pacific: A Strong Contender
Asia Pacific airlines followed closely with a 9.8% increase in demand, embodying strong resilience amid challenges. This growth highlights a strategic pivot in shipping, with stronger lanes to Europe outpacing declines in the North American routes, which saw a 2.2% fall.
Capacity and Utilization Trends
On the supply side, global air cargo capacity increased by 3.7%, with a cargo load factor rising to 44.2%. Much of this capacity boost was driven by the belly hold supply from passenger planes, which has now surpassed 50% of global freight supply, marking a historic shift in logistics.
The Bigger Picture: Trade Route Dynamics
The new tariff structures in the U.S. were felt across trade routes, particularly between Europe and Asia, where demand grew by 13%. As businesses adapt to these new realities, carriers are reshaping their operations, ensuring they remain competitive in a rapidly evolving marketplace.
Future Outlook: Adapting to Change
Looking towards the final quarter of the year, the air cargo industry is likely to focus on maintaining this momentum through strategic capacity management and by adapting to ongoing changes in the global supply chain. This dynamic landscape presents a myriad of challenges and opportunities for airlines and logistics managers alike.
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