?????? ?????????? ???????????????? 2023 ????????????????????: ?? ??????????
In 2023, the air cargo industry faced challenges with falling demand and rates, leading carriers to cut operations. A late recovery offers hope for 2024.
1. ???????????????????? ???????????? ??????????????????:
??- Air cargo faced a challenging year in 2023 with collapsing market demand, dragging down revenues.
??- The initial surge in airfreight in 2021 didn't continue as businesses focused on other priorities, impacting all-cargo carriers.
2. ?????????????? ?????????????????? ????????????:
??- Air cargo volumes experienced high-single and double-digit declines in early 2023.
??- Freight rates dropped 40-50% for much of the year before a late rally, reaching 50% ahead of 2019 levels.
??- Publicly listed airlines saw cargo revenues slide between 25% and 60%, affecting carriers, especially in Asia.
3. ?????????????????? ?????????????????? ?????? ???????? ??????????????????:
??- Airlines and forwarders responded to revenue dilution by cutting costs, canceling or postponing aircraft purchases.
??- Companies like Air Canada, Cargojet, and Amerijet adjusted plans and deferred investments.
4. ?????????? ???????????? ?????? ????????????:
??- Aerospace companies focusing on freighter conversions faced a slowdown in new orders due to weak international freight volumes.
??- Concerns about freighter oversupply focused on standard-size jets like the 737-800 and Airbus A321.
??- Some airlines, including Cathay Pacific, Turkish Airlines, and Japan Airlines, placed orders or expanded fleets.
5. ???????????????????? ??????????????:
??- Leadership changes occurred in companies like Air Transport Services Group, Amerijet, and Flexport.
??- Some changes were planned, while others were in response to economic challenges and stock performance.
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6. ?????????? ?????????????????? ?????? ?????????? ??????:
??- Pilot unions negotiated better pay and work schedules, taking advantage of favorable economic conditions.
??- Major airlines, including Delta, United, American, and Southwest, reached new agreements raising pilot pay significantly.
??- Cargo operators like Amerijet and Air Transport International faced labor negotiations and potential strikes.
7. ???????????????? ???? ?????????????????? ????????????????:
??- Freight forwarders showed interest in smaller, less congested airports for cargo transfers and cost savings.
??- Companies like Kuehne+Nagel and DSV explored options at airports such as Birmingham Shuttlesworth and Phoenix-Mesa Gateway.
8. ???????????????? ???????????????? ?????? ???????????? ??????????????????????:
??- Hawaiian Airlines entered a unique partnership with Amazon's air logistics network, operating freighters within Amazon's network.
??- The partnership expanded with Hawaiian Airlines receiving more A330-300 converted freighters, and Alaska Air announced plans to acquire Hawaiian Airlines.
9. 2024 ?????????????? ?????? ??????????????????????????:
??- Experts suggest that the market may not fully recover until the second half of 2024 due to mixed economic conditions.
??- Geopolitical events, such as recent diversions around Africa, could impact the air cargo industry, presenting opportunities or constraints.
Note: The air cargo industry faced challenges but showed resilience, adapting to changing market dynamics and exploring new partnerships and strategies for growth.