Air Cargo Demand Soars in March 2025: What Drove the Surge and What’s Next
📈 A Sharp Spike in Air Freight Volumes and Rates
March 2025 marked a pivotal moment for the air cargo sector. According to industry data, air freight rates from China to the United States rose by 37% to $4.14 per kilogram. Routes from Europe to the U.S. saw a more modest 7% increase. The driving force? Imminent U.S. tariffs announced by President Donald Trump, including a 10% duty that took effect on April 5 and additional levies pushing the total tariff burden on Chinese goods up to 34%.
Companies rushed to air freight solutions to beat the deadline, avoiding delays often associated with ocean shipping. Global freight forwarders like Expeditors International reported a 9% increase in air cargo tonnage and an 8% rise in ocean freight volumes in Q1 2025.
🚚 What Caused the Sudden Demand Surge?
Several key factors triggered this sharp rise in air cargo shipments:
- Tariff Acceleration: Businesses anticipated cost hikes due to newly announced tariffs and accelerated shipping schedules to avoid penalties.
- E-commerce Policy Changes: The rollback of the de minimis exemption affected Chinese retailers, pushing a surge in cross-border shipments.
- Maritime Disruptions: Continued issues in ocean freight encouraged businesses to switch to air cargo logistics for reliability and speed.
🔮 Outlook: What’s Ahead for the Air Freight Industry?
With the tariff-driven urgency behind us, analysts expect a cooling off in air freight demand for the short term. The International Air Transport Association (IATA) projects a 5.8% growth in global air cargo demand for 2025, While this surge may be temporary, it’s a reminder of the adaptability and resilience of the air cargo industry amid geopolitical and policy uncertainty.