The freighter capacity crunch is real. In this episode of Air Cargo Unpacked, Mike King and Neel Jones Shah break down UPS retiring its MD-11 fleet, why the aircraft backlog won't normalise until the 2030s, and what it means for air cargo rates.

Plus: Dimerco's Kathy Liu on Chinese New Year from Shanghai, exclusive rate analysis from TAC Index's Neil Wilson, and how de minimis policy changes are reshaping e-commerce flows out of China - with North America down 33% and Europe up 22%.

We also cover Maersk dumping its 767s for 777s on trans-Pacific, and what the new US-India trade deal could mean for air freight demand.

Featuring:

Air Cargo Unpacked is a monthly Freight Buyers' Club production, brought to you by OntegosCloud, the freight forwarder profitability specialist. https://www.ontegos.cloud/

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00:00 Welcome to Air Cargo Unpacked

01:00 UPS Retires MD-11 Fleet

02:30 10% of Widebody Freighter Capacity at Risk

04:30 Aircraft Backlog Hits 17,000

06:00 Conversion Costs Soaring: $80m for a 777

08:00 Chinese New Year: Kathy Liu from Shanghai

10:00 China Plus One: Southeast Asia Booming

12:00 Neel on CNY: Why This Year Is Different

15:30 TAC Index Rate Analysis with Neil Wilson

17:00 Shanghai Rates Up 9% Year on Year

18:00 Spot vs Contract Rates Explained

21:00 De Minimis: US Down 33%, Europe Up 22%

23:00 E-Commerce Is Like a Raging River

24:30 Maersk Sells 767 Freighters to Amazon

27:00 US-India Trade Deal: Stability Returns