Array
(
[derick] => Array
(
[Positive signals for air freight capacity] => Positive signals for air freight capacity
[A relaxation of Covid-19 restrictions leads to more air travel, but China remains a concern.] => 新型コロナ関連の規制が緩和され、航空旅客が徐々に増えてきているが、中国はまだ懸念を残しています。
[Capacity for recovery
Elsewhere, the signs are largely positive. Across the world, IATA recorded an 11-percentage point increase in international tickets sold between late January 2022 and early February 2022, as more passenger services returned to the skies.
Tracking seven day moving averages, IATA reported on 25 January that the number of air tickets sold was 38 percent of those during the same period in 2019. However, around 8 February 2022, the number of tickets sold was 49 percent of the amount sold during the same period in 2019.
IATA notes that the 11-percentage point improvement between the January and February periods is the fastest such increase for any two-week period since the crisis began. This is due in part to a spate of border restrictions being relaxed around the world.
“With these factors in play, and a general relaxation of Covid-19 restrictions around the world, we are expecting a recovery in bellyhold capacity in the near future," said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
Cancellations and a slow return to work
Obstacles, however, remain. In China, authorities continue to execute strict anti-pandemic measures, resulting in lower productivity in cargo handling and processing at key airport hubs.
China Cargo and China Southern airlines cancelled 31 flights into the U.S. until mid-February, which were mostly scheduled to carry Covid-19 test kits on charter flights. In Hong Kong, Cathay Pacific cancelled 80 percent of its freighter capacity into the U.S. and the South West Pacific until end of March 2022 due to new quarantine requirements.
Covid-19 outbreaks and lockdowns also continue to blight China’s internal logistics and manufacturing output. On 17 February 2022, analyst firm Nomura noted there were five major Covid-19 clusters. This includes manufacturing centers such as Shenzhen and Suzhou, where tech companies were reported to have shut down factories as part of the containment process.
Nomura also found that for this year, only 58 percent of workers had returned to work by 17 February after the Lunar New Year holidays. This is 4.4 percentage points lower than in 2019.
More broadly, while the momentum towards normalizing traffic is growing, IATA said 13 of the top 50 travel markets still did not provide easy access to all vaccinated travelers, including major economies such as China, Japan, Russia, Indonesia, and Italy.
Breathing space
On the other hand, the brief slowdown in cargo demand after the Lunar New Year has allowed businesses to catch up and be more prepared to balance their inventory to sales ratio.
This has helped to reduce some of the load, but with cargo continuing to convert from ocean to air freight, and e-commerce demand continuing to grow, capacity will remain tight for a while.] =>
一方で、旧正月後の貨物需要の一時的な減速により、企業は在庫と売上のバランスに追いつき、より準備できる体制になっています。
これは負担の一部を減らすことに役立ちましたが、貨物が海上貨物から航空貨物に転換し続け、Eコマースの需要が増え続けているため、キャパシティは引き続きしばらくはタイトなままとなります。
[The nascent recovery in capacity still lags behind ongoing strong demand. Airports across the E.U. are also experiencing labor shortages, affecting warehouse activities and leading to delays in operations that will further affect transit times.
This month, and next, will see some more positive signs. Australia and New Zealand are opening up international borders and allowing domestic travel for those who are vaccinated from 21 February 2022.
A number of carriers, including Emirates, British Airways, Etihad and Auckland-based Go Air Land Sea Logistics, are restarting flights, which will add to overall freight capacity. Air New Zealand also plans to relaunch 24 international routes in March 2022.
“With these positive market signals, we are hoping to see further improvements in the second half of 2022,” said Leung.
Ongoing challenges beyond border restrictions
In the face of this, businesses should be cautiously optimistic, and should always bear in mind that the situation is always evolving as the ongoing labor shortage in major airports is still being resolved.
“It is imperative that businesses match their inventory, and demand, as far ahead as possible with the available capacity, even as we are seeing some signs of recovery,” said Mack.] => キャパシティの初期の回復は、継続的な強い需要にまだ遅れをとっています。EU全域の空港でも、労働力不足が発生しており、倉庫運営に影響を及ぼし、オペレーションの遅延となり、トランジットタイムに更に影響を及ぼしています。
今月と来月には、さらにポジティブな兆候が見られるでしょう。オーストラリアとニュージーランドは国境を再開し、2022年2月21日から、ワクチン接種を受けた人々の国内旅行を許可しています。
エミレーツ、ブリティッシュ航空、エティハド航空、そしてオークランドを拠点とするGo Air Land Sea Logisticsを含む多くの航空キャリアがフライトを再開しており、これにより、全体的な貨物キャパシティが増加します。 エアーニュージーランドは2022年3月に24の国際路線を再開する予定です。
「これらポジティブなマーケットのサインで、2022年下半期の更なる改善がみられることを期待しています」と、レウン氏は述べています。
国境の規制を超えた継続的なチャレンジ
これに直面して、企業は慎重かつ楽観的である必要があり、主要空港で進行中の労働力不足がまだ解決されていないため、状況は常に変化していることを常に念頭に置く必要があります。
「回復の兆しがみられるものの、企業は在庫と需要を、可能な限り先に利用可能なキャパシティと一致させることが不可欠です」と、マック氏は述べています。
[Bellyhold capacity is finally beginning to show potential signs of improvement as more countries relax travel restrictions amid the weaker Covid-19 Omicron variant.
And while China’s strict lockdowns remain an obstacle to any broader recovery, there are hopes that restrictions may ease now in the coming months.
High vaccination rates, the end of winter and the less severe nature of the Omicron variant have seen the E.U. and U.K. relax rules, according to DHL’s Air Freight State of the Industry. The UAE has also lifted a ban on passenger travel and is likely to restore flights.
But China’s severe zero-Covid policy – forcing local lockdowns that dislocate transport and airport networks – is continuing to disrupt air cargo markets and global manufacturing.
“China’s Covid-19 policies do add to the risk in terms of manufacturing output and overall capacity of the air cargo logistics pipeline,” said Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific.
“We are constantly monitoring outbreaks and their impact on production and logistics. And we are hopeful we’ll see some relaxation of those policies in the coming months,” adds Leung.] => 新型コロナウイルスのオミクロン株が弱まっている中で、より多くの国が渡航禁止を緩和するにつれ、航空貨物のベリー容量はようやく改善の潜在的な兆候を示し始めました。
中国の厳格な封鎖策は、より広範な回復の障害となっていますが、今後数か月のうちに緩和される可能性があります。
DHLの航空貨物概況によると、高いワクチン接種率、冬の終わり、そしてオミクロン株のそれほど深刻ではない性質により、EUや英国では規制を緩和しています。アラブ首長国連邦も旅行の禁止を解除し、フライトを回復する可能性があります。
しかしながら中国での、輸送と航空ネットワークを混乱させる地域封鎖を強制する厳格なゼロコロナ政策は、引き続き航空貨物市場と世界的な製造業を混乱させ続けています。
「中国のコロナ対策は、製造業の生産量と航空貨物輸送のパイプライン全体のキャパシティという点で、リスクを高めています」と、DHLグローバルフォワーディング、アジアパシフィックCEOのケルビン レウンは述べています。「私たちは、そのロジスティクスへの影響を常にモニターしています。そして今後数か月のうちに、これらの政策がある程度緩和されることを期待しています。」
[wysiwyg] => wysiwyg
[outbound_box] => outbound_box
[A relaxation of Covid-19 restrictions leads to more air travel, but China remains a concern. Bellyhold capacity is finally beginning to show potential signs of improvement as more countries relax travel restrictions amid the weaker Covid-19 Omicron variant.
And while China’s strict lockdowns remain an obstacle to any broader recovery, there are hopes that restrictions may ease now in the coming months.
High vaccination rates, the end of winter and the less severe nature of the Omicron variant have seen the E.U. and U.K. relax rules, according to DHL’s Air Freight State of the Industry. The UAE has also lifted a ban on passenger travel and is likely to restore flights.
But China’s severe zero-Covid policy – forcing local lockdowns that dislocate transport and airport networks – is continuing to disrupt air cargo markets and global manufacturing.
“China’s Covid-19 policies do add to the risk in terms of manufacturing output and overall capacity of the air cargo logistics pipeline,” said Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific.
“We are constantly monitoring outbreaks and their impact on production and logistics. And we are hopeful we’ll see some relaxation of those policies in the coming months,” adds Leung.
RELATED ARTICLESChina casts a pall over air cargo capacityFlight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022.Capacity for recovery
Elsewhere, the signs are largely positive. Across the world, IATA recorded an 11-percentage point increase in international tickets sold between late January 2022 and early February 2022, as more passenger services returned to the skies.
Tracking seven day moving averages, IATA reported on 25 January that the number of air tickets sold was 38 percent of those during the same period in 2019. However, around 8 February 2022, the number of tickets sold was 49 percent of the amount sold during the same period in 2019.
IATA notes that the 11-percentage point improvement between the January and February periods is the fastest such increase for any two-week period since the crisis began. This is due in part to a spate of border restrictions being relaxed around the world.
“With these factors in play, and a general relaxation of Covid-19 restrictions around the world, we are expecting a recovery in bellyhold capacity in the near future,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
Cancellations and a slow return to work
Obstacles, however, remain. In China, authorities continue to execute strict anti-pandemic measures, resulting in lower productivity in cargo handling and processing at key airport hubs.
China Cargo and China Southern airlines cancelled 31 flights into the U.S. until mid-February, which were mostly scheduled to carry Covid-19 test kits on charter flights. In Hong Kong, Cathay Pacific cancelled 80 percent of its freighter capacity into the U.S. and the South West Pacific until end of March 2022 due to new quarantine requirements.
Covid-19 outbreaks and lockdowns also continue to blight China’s internal logistics and manufacturing output. On 17 February 2022, analyst firm Nomura noted there were five major Covid-19 clusters. This includes manufacturing centers such as Shenzhen and Suzhou, where tech companies were reported to have shut down factories as part of the containment process.
Nomura also found that for this year, only 58 percent of workers had returned to work by 17 February after the Lunar New Year holidays. This is 4.4 percentage points lower than in 2019.
More broadly, while the momentum towards normalizing traffic is growing, IATA said 13 of the top 50 travel markets still did not provide easy access to all vaccinated travelers, including major economies such as China, Japan, Russia, Indonesia, and Italy.
Breathing space
On the other hand, the brief slowdown in cargo demand after the Lunar New Year has allowed businesses to catch up and be more prepared to balance their inventory to sales ratio.
This has helped to reduce some of the load, but with cargo continuing to convert from ocean to air freight, and e-commerce demand continuing to grow, capacity will remain tight for a while.
RELATED ARTICLESIntra-Asian lanes affected by ongoing capacity shift from Asia to U.S.Ongoing container fleet growth is slow and will require more time to balance out capacity versus demand.The nascent recovery in capacity still lags behind ongoing strong demand. Airports across the E.U. are also experiencing labor shortages, affecting warehouse activities and leading to delays in operations that will further affect transit times.
This month, and next, will see some more positive signs. Australia and New Zealand are opening up international borders and allowing domestic travel for those who are vaccinated from 21 February 2022.
A number of carriers, including Emirates, British Airways, Etihad and Auckland-based Go Air Land Sea Logistics, are restarting flights, which will add to overall freight capacity. Air New Zealand also plans to relaunch 24 international routes in March 2022.
“With these positive market signals, we are hoping to see further improvements in the second half of 2022,” said Leung.
Ongoing challenges beyond border restrictions
In the face of this, businesses should be cautiously optimistic, and should always bear in mind that the situation is always evolving as the ongoing labor shortage in major airports is still being resolved.
“It is imperative that businesses match their inventory, and demand, as far ahead as possible with the available capacity, even as we are seeing some signs of recovery,” said Mack.] =>
エミレーツ、ブリティッシュ航空、エティハド航空、そしてオークランドを拠点とするGo Air Land Sea Logisticsを含む多くの航空キャリアがフライトを再開しており、これにより、全体的な貨物キャパシティが増加します。 エアーニュージーランドは2022年3月に24の国際路線を再開する予定です。
[] =>
[positive-signals-air-freight-capacity] => positive-signals-air-freight-capacity
[Monthly air freight update] =>
[AFR-Jan-2022-key-image] => AFR-Jan-2022-key-image
[China casts a pall over air cargo capacity] => China casts a pall over freight
[intra-asian-lanes-affected-key-image] => intra-asian-lanes-affected-key-image
[Intra-Asian lanes affected by ongoing capacity shift from Asia to U.S.] => Intra-Asian lanes affected by ongoing capacity shift from Asia to U.S.
[positive-signals-air-freight-capacity-single-column] => positive-signals-air-freight-capacity-single-column
[positive-signals-air-freight-capacity-key-image] => positive-signals-air-freight-capacity-key-image
)
[$value] => Bellyhold capacity is finally beginning to show potential signs of improvement as more countries relax travel restrictions amid the weaker Covid-19 Omicron variant.
And while China’s strict lockdowns remain an obstacle to any broader recovery, there are hopes that restrictions may ease now in the coming months.
High vaccination rates, the end of winter and the less severe nature of the Omicron variant have seen the E.U. and U.K. relax rules, according to DHL’s Air Freight State of the Industry. The UAE has also lifted a ban on passenger travel and is likely to restore flights.
But China’s severe zero-Covid policy – forcing local lockdowns that dislocate transport and airport networks – is continuing to disrupt air cargo markets and global manufacturing.
“China’s Covid-19 policies do add to the risk in terms of manufacturing output and overall capacity of the air cargo logistics pipeline,” said Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific.
“We are constantly monitoring outbreaks and their impact on production and logistics. And we are hopeful we’ll see some relaxation of those policies in the coming months,” adds Leung.
)
Array
(
[derick] => Array
(
[Positive signals for air freight capacity] => Positive signals for air freight capacity
[A relaxation of Covid-19 restrictions leads to more air travel, but China remains a concern.] => 新型コロナ関連の規制が緩和され、航空旅客が徐々に増えてきているが、中国はまだ懸念を残しています。
[Capacity for recovery
Elsewhere, the signs are largely positive. Across the world, IATA recorded an 11-percentage point increase in international tickets sold between late January 2022 and early February 2022, as more passenger services returned to the skies.
Tracking seven day moving averages, IATA reported on 25 January that the number of air tickets sold was 38 percent of those during the same period in 2019. However, around 8 February 2022, the number of tickets sold was 49 percent of the amount sold during the same period in 2019.
IATA notes that the 11-percentage point improvement between the January and February periods is the fastest such increase for any two-week period since the crisis began. This is due in part to a spate of border restrictions being relaxed around the world.
“With these factors in play, and a general relaxation of Covid-19 restrictions around the world, we are expecting a recovery in bellyhold capacity in the near future," said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
Cancellations and a slow return to work
Obstacles, however, remain. In China, authorities continue to execute strict anti-pandemic measures, resulting in lower productivity in cargo handling and processing at key airport hubs.
China Cargo and China Southern airlines cancelled 31 flights into the U.S. until mid-February, which were mostly scheduled to carry Covid-19 test kits on charter flights. In Hong Kong, Cathay Pacific cancelled 80 percent of its freighter capacity into the U.S. and the South West Pacific until end of March 2022 due to new quarantine requirements.
Covid-19 outbreaks and lockdowns also continue to blight China’s internal logistics and manufacturing output. On 17 February 2022, analyst firm Nomura noted there were five major Covid-19 clusters. This includes manufacturing centers such as Shenzhen and Suzhou, where tech companies were reported to have shut down factories as part of the containment process.
Nomura also found that for this year, only 58 percent of workers had returned to work by 17 February after the Lunar New Year holidays. This is 4.4 percentage points lower than in 2019.
More broadly, while the momentum towards normalizing traffic is growing, IATA said 13 of the top 50 travel markets still did not provide easy access to all vaccinated travelers, including major economies such as China, Japan, Russia, Indonesia, and Italy.
Breathing space
On the other hand, the brief slowdown in cargo demand after the Lunar New Year has allowed businesses to catch up and be more prepared to balance their inventory to sales ratio.
This has helped to reduce some of the load, but with cargo continuing to convert from ocean to air freight, and e-commerce demand continuing to grow, capacity will remain tight for a while.] =>
一方で、旧正月後の貨物需要の一時的な減速により、企業は在庫と売上のバランスに追いつき、より準備できる体制になっています。
これは負担の一部を減らすことに役立ちましたが、貨物が海上貨物から航空貨物に転換し続け、Eコマースの需要が増え続けているため、キャパシティは引き続きしばらくはタイトなままとなります。
[The nascent recovery in capacity still lags behind ongoing strong demand. Airports across the E.U. are also experiencing labor shortages, affecting warehouse activities and leading to delays in operations that will further affect transit times.
This month, and next, will see some more positive signs. Australia and New Zealand are opening up international borders and allowing domestic travel for those who are vaccinated from 21 February 2022.
A number of carriers, including Emirates, British Airways, Etihad and Auckland-based Go Air Land Sea Logistics, are restarting flights, which will add to overall freight capacity. Air New Zealand also plans to relaunch 24 international routes in March 2022.
“With these positive market signals, we are hoping to see further improvements in the second half of 2022,” said Leung.
Ongoing challenges beyond border restrictions
In the face of this, businesses should be cautiously optimistic, and should always bear in mind that the situation is always evolving as the ongoing labor shortage in major airports is still being resolved.
“It is imperative that businesses match their inventory, and demand, as far ahead as possible with the available capacity, even as we are seeing some signs of recovery,” said Mack.] => キャパシティの初期の回復は、継続的な強い需要にまだ遅れをとっています。EU全域の空港でも、労働力不足が発生しており、倉庫運営に影響を及ぼし、オペレーションの遅延となり、トランジットタイムに更に影響を及ぼしています。
今月と来月には、さらにポジティブな兆候が見られるでしょう。オーストラリアとニュージーランドは国境を再開し、2022年2月21日から、ワクチン接種を受けた人々の国内旅行を許可しています。
エミレーツ、ブリティッシュ航空、エティハド航空、そしてオークランドを拠点とするGo Air Land Sea Logisticsを含む多くの航空キャリアがフライトを再開しており、これにより、全体的な貨物キャパシティが増加します。 エアーニュージーランドは2022年3月に24の国際路線を再開する予定です。
「これらポジティブなマーケットのサインで、2022年下半期の更なる改善がみられることを期待しています」と、レウン氏は述べています。
国境の規制を超えた継続的なチャレンジ
これに直面して、企業は慎重かつ楽観的である必要があり、主要空港で進行中の労働力不足がまだ解決されていないため、状況は常に変化していることを常に念頭に置く必要があります。
「回復の兆しがみられるものの、企業は在庫と需要を、可能な限り先に利用可能なキャパシティと一致させることが不可欠です」と、マック氏は述べています。
[Bellyhold capacity is finally beginning to show potential signs of improvement as more countries relax travel restrictions amid the weaker Covid-19 Omicron variant.
And while China’s strict lockdowns remain an obstacle to any broader recovery, there are hopes that restrictions may ease now in the coming months.
High vaccination rates, the end of winter and the less severe nature of the Omicron variant have seen the E.U. and U.K. relax rules, according to DHL’s Air Freight State of the Industry. The UAE has also lifted a ban on passenger travel and is likely to restore flights.
But China’s severe zero-Covid policy – forcing local lockdowns that dislocate transport and airport networks – is continuing to disrupt air cargo markets and global manufacturing.
“China’s Covid-19 policies do add to the risk in terms of manufacturing output and overall capacity of the air cargo logistics pipeline,” said Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific.
“We are constantly monitoring outbreaks and their impact on production and logistics. And we are hopeful we’ll see some relaxation of those policies in the coming months,” adds Leung.] => 新型コロナウイルスのオミクロン株が弱まっている中で、より多くの国が渡航禁止を緩和するにつれ、航空貨物のベリー容量はようやく改善の潜在的な兆候を示し始めました。
中国の厳格な封鎖策は、より広範な回復の障害となっていますが、今後数か月のうちに緩和される可能性があります。
DHLの航空貨物概況によると、高いワクチン接種率、冬の終わり、そしてオミクロン株のそれほど深刻ではない性質により、EUや英国では規制を緩和しています。アラブ首長国連邦も旅行の禁止を解除し、フライトを回復する可能性があります。
しかしながら中国での、輸送と航空ネットワークを混乱させる地域封鎖を強制する厳格なゼロコロナ政策は、引き続き航空貨物市場と世界的な製造業を混乱させ続けています。
「中国のコロナ対策は、製造業の生産量と航空貨物輸送のパイプライン全体のキャパシティという点で、リスクを高めています」と、DHLグローバルフォワーディング、アジアパシフィックCEOのケルビン レウンは述べています。「私たちは、そのロジスティクスへの影響を常にモニターしています。そして今後数か月のうちに、これらの政策がある程度緩和されることを期待しています。」
[wysiwyg] => wysiwyg
[outbound_box] => outbound_box
[A relaxation of Covid-19 restrictions leads to more air travel, but China remains a concern. Bellyhold capacity is finally beginning to show potential signs of improvement as more countries relax travel restrictions amid the weaker Covid-19 Omicron variant.
And while China’s strict lockdowns remain an obstacle to any broader recovery, there are hopes that restrictions may ease now in the coming months.
High vaccination rates, the end of winter and the less severe nature of the Omicron variant have seen the E.U. and U.K. relax rules, according to DHL’s Air Freight State of the Industry. The UAE has also lifted a ban on passenger travel and is likely to restore flights.
But China’s severe zero-Covid policy – forcing local lockdowns that dislocate transport and airport networks – is continuing to disrupt air cargo markets and global manufacturing.
“China’s Covid-19 policies do add to the risk in terms of manufacturing output and overall capacity of the air cargo logistics pipeline,” said Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific.
“We are constantly monitoring outbreaks and their impact on production and logistics. And we are hopeful we’ll see some relaxation of those policies in the coming months,” adds Leung.
RELATED ARTICLESChina casts a pall over air cargo capacityFlight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022.Capacity for recovery
Elsewhere, the signs are largely positive. Across the world, IATA recorded an 11-percentage point increase in international tickets sold between late January 2022 and early February 2022, as more passenger services returned to the skies.
Tracking seven day moving averages, IATA reported on 25 January that the number of air tickets sold was 38 percent of those during the same period in 2019. However, around 8 February 2022, the number of tickets sold was 49 percent of the amount sold during the same period in 2019.
IATA notes that the 11-percentage point improvement between the January and February periods is the fastest such increase for any two-week period since the crisis began. This is due in part to a spate of border restrictions being relaxed around the world.
“With these factors in play, and a general relaxation of Covid-19 restrictions around the world, we are expecting a recovery in bellyhold capacity in the near future,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
Cancellations and a slow return to work
Obstacles, however, remain. In China, authorities continue to execute strict anti-pandemic measures, resulting in lower productivity in cargo handling and processing at key airport hubs.
China Cargo and China Southern airlines cancelled 31 flights into the U.S. until mid-February, which were mostly scheduled to carry Covid-19 test kits on charter flights. In Hong Kong, Cathay Pacific cancelled 80 percent of its freighter capacity into the U.S. and the South West Pacific until end of March 2022 due to new quarantine requirements.
Covid-19 outbreaks and lockdowns also continue to blight China’s internal logistics and manufacturing output. On 17 February 2022, analyst firm Nomura noted there were five major Covid-19 clusters. This includes manufacturing centers such as Shenzhen and Suzhou, where tech companies were reported to have shut down factories as part of the containment process.
Nomura also found that for this year, only 58 percent of workers had returned to work by 17 February after the Lunar New Year holidays. This is 4.4 percentage points lower than in 2019.
More broadly, while the momentum towards normalizing traffic is growing, IATA said 13 of the top 50 travel markets still did not provide easy access to all vaccinated travelers, including major economies such as China, Japan, Russia, Indonesia, and Italy.
Breathing space
On the other hand, the brief slowdown in cargo demand after the Lunar New Year has allowed businesses to catch up and be more prepared to balance their inventory to sales ratio.
This has helped to reduce some of the load, but with cargo continuing to convert from ocean to air freight, and e-commerce demand continuing to grow, capacity will remain tight for a while.
RELATED ARTICLESIntra-Asian lanes affected by ongoing capacity shift from Asia to U.S.Ongoing container fleet growth is slow and will require more time to balance out capacity versus demand.The nascent recovery in capacity still lags behind ongoing strong demand. Airports across the E.U. are also experiencing labor shortages, affecting warehouse activities and leading to delays in operations that will further affect transit times.
This month, and next, will see some more positive signs. Australia and New Zealand are opening up international borders and allowing domestic travel for those who are vaccinated from 21 February 2022.
A number of carriers, including Emirates, British Airways, Etihad and Auckland-based Go Air Land Sea Logistics, are restarting flights, which will add to overall freight capacity. Air New Zealand also plans to relaunch 24 international routes in March 2022.
“With these positive market signals, we are hoping to see further improvements in the second half of 2022,” said Leung.
Ongoing challenges beyond border restrictions
In the face of this, businesses should be cautiously optimistic, and should always bear in mind that the situation is always evolving as the ongoing labor shortage in major airports is still being resolved.
“It is imperative that businesses match their inventory, and demand, as far ahead as possible with the available capacity, even as we are seeing some signs of recovery,” said Mack.] =>
エミレーツ、ブリティッシュ航空、エティハド航空、そしてオークランドを拠点とするGo Air Land Sea Logisticsを含む多くの航空キャリアがフライトを再開しており、これにより、全体的な貨物キャパシティが増加します。 エアーニュージーランドは2022年3月に24の国際路線を再開する予定です。
[] =>
[positive-signals-air-freight-capacity] => positive-signals-air-freight-capacity
[Monthly air freight update] =>
[AFR-Jan-2022-key-image] => AFR-Jan-2022-key-image
[China casts a pall over air cargo capacity] => China casts a pall over freight
[intra-asian-lanes-affected-key-image] => intra-asian-lanes-affected-key-image
[Intra-Asian lanes affected by ongoing capacity shift from Asia to U.S.] => Intra-Asian lanes affected by ongoing capacity shift from Asia to U.S.
[positive-signals-air-freight-capacity-single-column] => positive-signals-air-freight-capacity-single-column
[positive-signals-air-freight-capacity-key-image] => positive-signals-air-freight-capacity-key-image
)
[$value] => Capacity for recovery
Elsewhere, the signs are largely positive. Across the world, IATA recorded an 11-percentage point increase in international tickets sold between late January 2022 and early February 2022, as more passenger services returned to the skies.
Tracking seven day moving averages, IATA reported on 25 January that the number of air tickets sold was 38 percent of those during the same period in 2019. However, around 8 February 2022, the number of tickets sold was 49 percent of the amount sold during the same period in 2019.
IATA notes that the 11-percentage point improvement between the January and February periods is the fastest such increase for any two-week period since the crisis began. This is due in part to a spate of border restrictions being relaxed around the world.
“With these factors in play, and a general relaxation of Covid-19 restrictions around the world, we are expecting a recovery in bellyhold capacity in the near future," said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
Cancellations and a slow return to work
Obstacles, however, remain. In China, authorities continue to execute strict anti-pandemic measures, resulting in lower productivity in cargo handling and processing at key airport hubs.
China Cargo and China Southern airlines cancelled 31 flights into the U.S. until mid-February, which were mostly scheduled to carry Covid-19 test kits on charter flights. In Hong Kong, Cathay Pacific cancelled 80 percent of its freighter capacity into the U.S. and the South West Pacific until end of March 2022 due to new quarantine requirements.
Covid-19 outbreaks and lockdowns also continue to blight China’s internal logistics and manufacturing output. On 17 February 2022, analyst firm Nomura noted there were five major Covid-19 clusters. This includes manufacturing centers such as Shenzhen and Suzhou, where tech companies were reported to have shut down factories as part of the containment process.
Nomura also found that for this year, only 58 percent of workers had returned to work by 17 February after the Lunar New Year holidays. This is 4.4 percentage points lower than in 2019.
More broadly, while the momentum towards normalizing traffic is growing, IATA said 13 of the top 50 travel markets still did not provide easy access to all vaccinated travelers, including major economies such as China, Japan, Russia, Indonesia, and Italy.
Breathing space
On the other hand, the brief slowdown in cargo demand after the Lunar New Year has allowed businesses to catch up and be more prepared to balance their inventory to sales ratio.
This has helped to reduce some of the load, but with cargo continuing to convert from ocean to air freight, and e-commerce demand continuing to grow, capacity will remain tight for a while.
)
Array
(
[derick] => Array
(
[Positive signals for air freight capacity] => Positive signals for air freight capacity
[A relaxation of Covid-19 restrictions leads to more air travel, but China remains a concern.] => 新型コロナ関連の規制が緩和され、航空旅客が徐々に増えてきているが、中国はまだ懸念を残しています。
[Capacity for recovery
Elsewhere, the signs are largely positive. Across the world, IATA recorded an 11-percentage point increase in international tickets sold between late January 2022 and early February 2022, as more passenger services returned to the skies.
Tracking seven day moving averages, IATA reported on 25 January that the number of air tickets sold was 38 percent of those during the same period in 2019. However, around 8 February 2022, the number of tickets sold was 49 percent of the amount sold during the same period in 2019.
IATA notes that the 11-percentage point improvement between the January and February periods is the fastest such increase for any two-week period since the crisis began. This is due in part to a spate of border restrictions being relaxed around the world.
“With these factors in play, and a general relaxation of Covid-19 restrictions around the world, we are expecting a recovery in bellyhold capacity in the near future," said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
Cancellations and a slow return to work
Obstacles, however, remain. In China, authorities continue to execute strict anti-pandemic measures, resulting in lower productivity in cargo handling and processing at key airport hubs.
China Cargo and China Southern airlines cancelled 31 flights into the U.S. until mid-February, which were mostly scheduled to carry Covid-19 test kits on charter flights. In Hong Kong, Cathay Pacific cancelled 80 percent of its freighter capacity into the U.S. and the South West Pacific until end of March 2022 due to new quarantine requirements.
Covid-19 outbreaks and lockdowns also continue to blight China’s internal logistics and manufacturing output. On 17 February 2022, analyst firm Nomura noted there were five major Covid-19 clusters. This includes manufacturing centers such as Shenzhen and Suzhou, where tech companies were reported to have shut down factories as part of the containment process.
Nomura also found that for this year, only 58 percent of workers had returned to work by 17 February after the Lunar New Year holidays. This is 4.4 percentage points lower than in 2019.
More broadly, while the momentum towards normalizing traffic is growing, IATA said 13 of the top 50 travel markets still did not provide easy access to all vaccinated travelers, including major economies such as China, Japan, Russia, Indonesia, and Italy.
Breathing space
On the other hand, the brief slowdown in cargo demand after the Lunar New Year has allowed businesses to catch up and be more prepared to balance their inventory to sales ratio.
This has helped to reduce some of the load, but with cargo continuing to convert from ocean to air freight, and e-commerce demand continuing to grow, capacity will remain tight for a while.] =>
一方で、旧正月後の貨物需要の一時的な減速により、企業は在庫と売上のバランスに追いつき、より準備できる体制になっています。
これは負担の一部を減らすことに役立ちましたが、貨物が海上貨物から航空貨物に転換し続け、Eコマースの需要が増え続けているため、キャパシティは引き続きしばらくはタイトなままとなります。
[The nascent recovery in capacity still lags behind ongoing strong demand. Airports across the E.U. are also experiencing labor shortages, affecting warehouse activities and leading to delays in operations that will further affect transit times.
This month, and next, will see some more positive signs. Australia and New Zealand are opening up international borders and allowing domestic travel for those who are vaccinated from 21 February 2022.
A number of carriers, including Emirates, British Airways, Etihad and Auckland-based Go Air Land Sea Logistics, are restarting flights, which will add to overall freight capacity. Air New Zealand also plans to relaunch 24 international routes in March 2022.
“With these positive market signals, we are hoping to see further improvements in the second half of 2022,” said Leung.
Ongoing challenges beyond border restrictions
In the face of this, businesses should be cautiously optimistic, and should always bear in mind that the situation is always evolving as the ongoing labor shortage in major airports is still being resolved.
“It is imperative that businesses match their inventory, and demand, as far ahead as possible with the available capacity, even as we are seeing some signs of recovery,” said Mack.] => キャパシティの初期の回復は、継続的な強い需要にまだ遅れをとっています。EU全域の空港でも、労働力不足が発生しており、倉庫運営に影響を及ぼし、オペレーションの遅延となり、トランジットタイムに更に影響を及ぼしています。
今月と来月には、さらにポジティブな兆候が見られるでしょう。オーストラリアとニュージーランドは国境を再開し、2022年2月21日から、ワクチン接種を受けた人々の国内旅行を許可しています。
エミレーツ、ブリティッシュ航空、エティハド航空、そしてオークランドを拠点とするGo Air Land Sea Logisticsを含む多くの航空キャリアがフライトを再開しており、これにより、全体的な貨物キャパシティが増加します。 エアーニュージーランドは2022年3月に24の国際路線を再開する予定です。
「これらポジティブなマーケットのサインで、2022年下半期の更なる改善がみられることを期待しています」と、レウン氏は述べています。
国境の規制を超えた継続的なチャレンジ
これに直面して、企業は慎重かつ楽観的である必要があり、主要空港で進行中の労働力不足がまだ解決されていないため、状況は常に変化していることを常に念頭に置く必要があります。
「回復の兆しがみられるものの、企業は在庫と需要を、可能な限り先に利用可能なキャパシティと一致させることが不可欠です」と、マック氏は述べています。
[Bellyhold capacity is finally beginning to show potential signs of improvement as more countries relax travel restrictions amid the weaker Covid-19 Omicron variant.
And while China’s strict lockdowns remain an obstacle to any broader recovery, there are hopes that restrictions may ease now in the coming months.
High vaccination rates, the end of winter and the less severe nature of the Omicron variant have seen the E.U. and U.K. relax rules, according to DHL’s Air Freight State of the Industry. The UAE has also lifted a ban on passenger travel and is likely to restore flights.
But China’s severe zero-Covid policy – forcing local lockdowns that dislocate transport and airport networks – is continuing to disrupt air cargo markets and global manufacturing.
“China’s Covid-19 policies do add to the risk in terms of manufacturing output and overall capacity of the air cargo logistics pipeline,” said Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific.
“We are constantly monitoring outbreaks and their impact on production and logistics. And we are hopeful we’ll see some relaxation of those policies in the coming months,” adds Leung.] => 新型コロナウイルスのオミクロン株が弱まっている中で、より多くの国が渡航禁止を緩和するにつれ、航空貨物のベリー容量はようやく改善の潜在的な兆候を示し始めました。
中国の厳格な封鎖策は、より広範な回復の障害となっていますが、今後数か月のうちに緩和される可能性があります。
DHLの航空貨物概況によると、高いワクチン接種率、冬の終わり、そしてオミクロン株のそれほど深刻ではない性質により、EUや英国では規制を緩和しています。アラブ首長国連邦も旅行の禁止を解除し、フライトを回復する可能性があります。
しかしながら中国での、輸送と航空ネットワークを混乱させる地域封鎖を強制する厳格なゼロコロナ政策は、引き続き航空貨物市場と世界的な製造業を混乱させ続けています。
「中国のコロナ対策は、製造業の生産量と航空貨物輸送のパイプライン全体のキャパシティという点で、リスクを高めています」と、DHLグローバルフォワーディング、アジアパシフィックCEOのケルビン レウンは述べています。「私たちは、そのロジスティクスへの影響を常にモニターしています。そして今後数か月のうちに、これらの政策がある程度緩和されることを期待しています。」
[wysiwyg] => wysiwyg
[outbound_box] => outbound_box
[A relaxation of Covid-19 restrictions leads to more air travel, but China remains a concern. Bellyhold capacity is finally beginning to show potential signs of improvement as more countries relax travel restrictions amid the weaker Covid-19 Omicron variant.
And while China’s strict lockdowns remain an obstacle to any broader recovery, there are hopes that restrictions may ease now in the coming months.
High vaccination rates, the end of winter and the less severe nature of the Omicron variant have seen the E.U. and U.K. relax rules, according to DHL’s Air Freight State of the Industry. The UAE has also lifted a ban on passenger travel and is likely to restore flights.
But China’s severe zero-Covid policy – forcing local lockdowns that dislocate transport and airport networks – is continuing to disrupt air cargo markets and global manufacturing.
“China’s Covid-19 policies do add to the risk in terms of manufacturing output and overall capacity of the air cargo logistics pipeline,” said Kelvin Leung, CEO, DHL Global Forwarding Asia Pacific.
“We are constantly monitoring outbreaks and their impact on production and logistics. And we are hopeful we’ll see some relaxation of those policies in the coming months,” adds Leung.
RELATED ARTICLESChina casts a pall over air cargo capacityFlight cancellations due to Covid-19 outbreaks across various Chinese airports will further impact operations in 2022.Capacity for recovery
Elsewhere, the signs are largely positive. Across the world, IATA recorded an 11-percentage point increase in international tickets sold between late January 2022 and early February 2022, as more passenger services returned to the skies.
Tracking seven day moving averages, IATA reported on 25 January that the number of air tickets sold was 38 percent of those during the same period in 2019. However, around 8 February 2022, the number of tickets sold was 49 percent of the amount sold during the same period in 2019.
IATA notes that the 11-percentage point improvement between the January and February periods is the fastest such increase for any two-week period since the crisis began. This is due in part to a spate of border restrictions being relaxed around the world.
“With these factors in play, and a general relaxation of Covid-19 restrictions around the world, we are expecting a recovery in bellyhold capacity in the near future,” said Thomas Mack, Global Head of Air Freight, DHL Global Forwarding.
Cancellations and a slow return to work
Obstacles, however, remain. In China, authorities continue to execute strict anti-pandemic measures, resulting in lower productivity in cargo handling and processing at key airport hubs.
China Cargo and China Southern airlines cancelled 31 flights into the U.S. until mid-February, which were mostly scheduled to carry Covid-19 test kits on charter flights. In Hong Kong, Cathay Pacific cancelled 80 percent of its freighter capacity into the U.S. and the South West Pacific until end of March 2022 due to new quarantine requirements.
Covid-19 outbreaks and lockdowns also continue to blight China’s internal logistics and manufacturing output. On 17 February 2022, analyst firm Nomura noted there were five major Covid-19 clusters. This includes manufacturing centers such as Shenzhen and Suzhou, where tech companies were reported to have shut down factories as part of the containment process.
Nomura also found that for this year, only 58 percent of workers had returned to work by 17 February after the Lunar New Year holidays. This is 4.4 percentage points lower than in 2019.
More broadly, while the momentum towards normalizing traffic is growing, IATA said 13 of the top 50 travel markets still did not provide easy access to all vaccinated travelers, including major economies such as China, Japan, Russia, Indonesia, and Italy.
Breathing space
On the other hand, the brief slowdown in cargo demand after the Lunar New Year has allowed businesses to catch up and be more prepared to balance their inventory to sales ratio.
This has helped to reduce some of the load, but with cargo continuing to convert from ocean to air freight, and e-commerce demand continuing to grow, capacity will remain tight for a while.
RELATED ARTICLESIntra-Asian lanes affected by ongoing capacity shift from Asia to U.S.Ongoing container fleet growth is slow and will require more time to balance out capacity versus demand.The nascent recovery in capacity still lags behind ongoing strong demand. Airports across the E.U. are also experiencing labor shortages, affecting warehouse activities and leading to delays in operations that will further affect transit times.
This month, and next, will see some more positive signs. Australia and New Zealand are opening up international borders and allowing domestic travel for those who are vaccinated from 21 February 2022.
A number of carriers, including Emirates, British Airways, Etihad and Auckland-based Go Air Land Sea Logistics, are restarting flights, which will add to overall freight capacity. Air New Zealand also plans to relaunch 24 international routes in March 2022.
“With these positive market signals, we are hoping to see further improvements in the second half of 2022,” said Leung.
Ongoing challenges beyond border restrictions
In the face of this, businesses should be cautiously optimistic, and should always bear in mind that the situation is always evolving as the ongoing labor shortage in major airports is still being resolved.
“It is imperative that businesses match their inventory, and demand, as far ahead as possible with the available capacity, even as we are seeing some signs of recovery,” said Mack.] =>
エミレーツ、ブリティッシュ航空、エティハド航空、そしてオークランドを拠点とするGo Air Land Sea Logisticsを含む多くの航空キャリアがフライトを再開しており、これにより、全体的な貨物キャパシティが増加します。 エアーニュージーランドは2022年3月に24の国際路線を再開する予定です。
[] =>
[positive-signals-air-freight-capacity] => positive-signals-air-freight-capacity
[Monthly air freight update] =>
[AFR-Jan-2022-key-image] => AFR-Jan-2022-key-image
[China casts a pall over air cargo capacity] => China casts a pall over freight
[intra-asian-lanes-affected-key-image] => intra-asian-lanes-affected-key-image
[Intra-Asian lanes affected by ongoing capacity shift from Asia to U.S.] => Intra-Asian lanes affected by ongoing capacity shift from Asia to U.S.
[positive-signals-air-freight-capacity-single-column] => positive-signals-air-freight-capacity-single-column
[positive-signals-air-freight-capacity-key-image] => positive-signals-air-freight-capacity-key-image
)
[$value] => The nascent recovery in capacity still lags behind ongoing strong demand. Airports across the E.U. are also experiencing labor shortages, affecting warehouse activities and leading to delays in operations that will further affect transit times.
This month, and next, will see some more positive signs. Australia and New Zealand are opening up international borders and allowing domestic travel for those who are vaccinated from 21 February 2022.
A number of carriers, including Emirates, British Airways, Etihad and Auckland-based Go Air Land Sea Logistics, are restarting flights, which will add to overall freight capacity. Air New Zealand also plans to relaunch 24 international routes in March 2022.
“With these positive market signals, we are hoping to see further improvements in the second half of 2022,” said Leung.
Ongoing challenges beyond border restrictions
In the face of this, businesses should be cautiously optimistic, and should always bear in mind that the situation is always evolving as the ongoing labor shortage in major airports is still being resolved.
“It is imperative that businesses match their inventory, and demand, as far ahead as possible with the available capacity, even as we are seeing some signs of recovery,” said Mack.
)
エミレーツ、ブリティッシュ航空、エティハド航空、そしてオークランドを拠点とするGo Air Land Sea Logisticsを含む多くの航空キャリアがフライトを再開しており、これにより、全体的な貨物キャパシティが増加します。 エアーニュージーランドは2022年3月に24の国際路線を再開する予定です。
日本語