Article Summary:
The International Air Transport Association (IATA) reported a 2.9% increase in global air cargo demand for September 2025, marking the seventh consecutive month of growth. This growth was observed across all regions, with notable increases in Asia-Pacific, Europe, and Middle East regions. Capacity also rose by 3.0% year-on-year, with the highest increases in Asia-Pacific and Middle East. The article highlights the impact of US tariff policies, including the ending of de minimis exemptions, which have influenced trade patterns, particularly the decline in North America-Asia demand. Factors such as rising jet fuel prices and strengthening global manufacturing sentiment are also discussed.
Key Points:
- Global air cargo demand rose by 2.9% in September 2025 compared to September 2024, with international operations growing by 3.2%.
- Capacity increased by 3.0% year-on-year, with the highest growth in Asia-Pacific and Middle East regions.
- US tariff policies, including the end of de minimis exemptions, have altered trade patterns, particularly affecting North America-Asia routes.
- Jet fuel prices increased by 5.4% in September 2025, driven by a tighter diesel market.
- Global manufacturing sentiment strengthened in September, with the Purchasing Managers’ Index (PMI) reaching 51.3.
Actionable Takeaways:
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Adaptation to Tariff Changes: Airlines should closely monitor and adapt to US tariff policies, particularly the removal of de minimis exemptions, to optimize routes and cargo allocations. This adaptation can help mitigate the impact of declining North America-Asia demand and capitalize on growth in Asia-Pacific and Middle East regions.
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Focus on High-Growth Regions: Given the significant growth in Asia-Pacific and Middle East regions, airlines and logistics providers should prioritize investments and partnerships in these areas. This focus can enhance market share and operational efficiency in regions experiencing robust air cargo demand growth.
- Monitor Fuel Price Trends: The increase in jet fuel prices, despite lower oil prices, underscores the need for airlines to explore fuel-efficient technologies and alternative energy sources. Investing in sustainable aviation fuels and optimizing flight routes can help manage operational costs and improve profitability.
Contextual Insights:
The article reflects the ongoing adaptation of the air cargo industry to evolving trade policies and market dynamics. The consistent growth in air cargo demand, despite challenges such as rising fuel prices and tariff changes, underscores the resilience and adaptability of the industry. The emphasis on high-growth regions like Asia-Pacific and Middle East highlights the strategic importance of these markets for airlines and logistics providers. Additionally, the strengthening of global manufacturing sentiment suggests a positive outlook for air freight demand, driven by increased export activities and trade activities. These insights are crucial for stakeholders in the travel and logistics sectors to make informed decisions and capitalize on emerging opportunities.
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