The prices of global air sites decreased for a second consecutive month in June, a 4 % decrease on an annual basis, as the demand for capacity exceeded the first time in 19 months, and fears rose on the second half of 2025 in the back of the uncertainty on the prospects of international trade, according to new data from the Zinta industry analyst.
Nyal Van de Woo, the chief air employee in Zenita, described this market’s performance as “not surprising,” adding that while politicians continue to exchange economic strikes in the form of a tariff, the latest monthly intelligence information also indicates that consumers “vote in their governorates” and are looking to save money on non -institutional goods.
Global air charging sizes were flat in June, an increase of +1 % on an annual basis, while the available capacity measured during the same period increased +2 %.
He said: “The air freight market loses its height amid a lot of uncertainty.” “For consumers who have already been subjected to severe financial pressure from the high daily cost of living, the additional cost of definitions means that they are more likely to think twice in buying many types of goods that are exported and imported by air.”
With definitions, there are no winners
“When XENETA reported on the April market data, we asked” how bad it is? “Over the course of 2025. This is certainly leading to airlines and charges, but also for trucks and consumers.
“It is a mistake to think about low air merchandise rates on the main commercial corridors automatically as a blessing for the trucks. With the confidence of the weakest consumer, low rates are not comfort when the basic demand deteriorates,” Van de Woo added.
Pricing tied to market powers
Air cargo data for June comes against the backdrop of escalating uncertainty. The temporary suspension of the new US tariffs is scheduled to end on July 9 for most countries-and on August 13 to China-the updating demand is raised. At the same time, the high prices of oil fuel and jet fuel, caused by the conflict in the Middle East, did not raise the shipping rates because the prices of air cargo are still tied more tight to the market forces instead of the entry costs, he said.
Double this fear is the weakness of the US dollar. Since most air conditions contracts are prepared in local currencies, the low value of Greenback is about -5 % (through several indicators in US dollar) has reduced the low address in the immediate dollar instant prices.
The global dynamic loading factor for air charges in June reflects the declining direction of the market, as it decreased by percentage from one year to another to 56 %. The dynamic loading factor is XENETA measurement to use the capacity based on the size and weight of the shipping that is transferred to the available capacity.
The demand in the first half is still +3 %
Despite this disorder, the demand for air charging remains in the first half of 2025 as a growth of +3 % compared to the same period in the previous year, but the industry is preparing for less pink expectations for the rest of the year given the effects of the tariff that waved on the horizon and the United States for crossed electronic goods.
“Last month, we said that the feelings were leading a shrinkage, but now the basics of the market began to launch. In this environment, at a certain moment, something should be presented.
“We have begun to see the long -term effects of this uncertainty because a lot of damage has happened. This may be the new reality of the expected future because the industry faces the second half of the year more challenging,” Nial Van de Woo commented.
Most air aircraft corridors witnessed a decrease in June
Most air aircraft corridors recorded a decrease in the rate of years on an annual basis in June, which confirms the slow market slowing. Roads from Southeast Asia to Europe and North America were especially weak, as they deployed two decreases in prices compared to the same period last year when prices rose.
In comparison, North East Asia’s corridor to Europe remained relatively constant. An increase in e -commerce sizes has helped compensate for the conversion of the capacity towards the Asia and Urub market, while maintaining the budget. However, the background routes from Europe and North America to Asia have continued their landmark, which reflects continuous trade imbalances.
Only a handful of corridors challenge the wider style. The rates from Northeast Asia to North America increased modestly, driven by tension during the end of the 90 -day introductory truce to the United States. The roads have also increased through the Atlantic: both the price of the category heading to the west and the East is more than one year on an annual basis.
In the face of this uncertain scene, the trucks amended their purchasing strategies. The second quarter, usually the peak season of tenders, has witnessed a remarkable shift. The share of medium -term contracts (three to six months) increased by eight percentage points compared to the previous year, to a large extent at the expense of annual or long -term agreements. However, compared to the first quarter, the contract share decreased for three months 12 percentage points, indicating that some tenders earlier in the year have come out of necessity, especially for trucks who put a portion of the reliability of the service.
The shipping agent continued their caution in June. About 46 % of its folders purchased on the immediate market remains, which reflects the belief that prices may decrease yet. The approach to waiting and vision is preferred on long-term obligations-at the present time.
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