IATA: Global Air Freight data released

האיגוד הבינלאומי לתעבורה אווירית (IATA) פרסם נתונים על שוקי ההובלה האווירית העולמית בספטמבר 2016 והראה כי הביקוש, שנמדד בקילומטרים טון הובלה (FTK), עלה ב 6.1% לעומת השנה המקבילה. זה היה קצב הצמיחה המהיר ביותר מאז ההפרעה שנגרמה בעקבות שביתת נמלי הים של החוף המערבי בארה"ב בפברואר 2015.

כושר ההובלה, הנמדד בקילומטרים זמינים (AFTK), גדל ב -4.7% באותה תקופה. גורמי העומס נותרו נמוכים מבחינה היסטורית, תוך שמירה על תשואות תחת לחץ.

הביצועים החיוביים של ספטמבר חפפו תפנית לכאורה בהזמנות הייצוא החדשות בחודשים האחרונים. ייתכן שגורמים ייחודיים תרמו, כמו החלפת העומס של מכשירי Samsung Galaxy Note 7 במהלך החודש, כמו גם ההשפעות המוקדמות של קריסת קו הספנות הימי של האנג'ין בסוף אוגוסט.

“Demand for air cargo strengthened in September. Although with growth in world trade virtually at a standstill, the air cargo sector still faces some major hurdles. We did have some encouraging news. The conclusion of the EU-Canada Free Trade Agreement is good news for the economies involved and for air cargo. Growth is the way to overcome the world’s current economic challenges. The EU-Canada agreement is a welcome respite from the current protectionist rhetoric and positive results should soon be evident. Governments everywhere should take note and move in the same direction,” said Alexandre de Juniac, IATA’s Director General and CEO.

¹% מה- FTK בתעשייה בשנת 2015 ² שינוי שנה בשנה בגורם העומס ³ רמת גורם העומס 

ביצועים אזוריים

Airlines in all regions except Latin America reported an increase in year-on-year demand in September. However results continued to vary considerably.

• חברות תעופה באסיה-פסיפיק saw freight volumes increase by 5.5% in September 2016 compared to the same period last year. Capacity in the region expanded 3.4%.The positive Asia-Pacific performance corresponds with signs of an increase in export orders in China and Japan over the last few months. Seasonally-adjusted freight results for Asia-Pacific carriers are now trending upwards.
• חברות תעופה אירופאיות experienced a 12.6% increase in freight volumes in September 2016. Capacity increased 6.4%. The strong European performance corresponds with an increase in reported new export orders in Germany over the last few months.
• מובילים בצפון אמריקה saw freight volumes expand 4.5% in September 2016 year-on-year, as capacity increased 2.6%. International freight volumes grew by 6.2% – their fastest pace since the US seaports disruption boosted demand in February 2015. However, in seasonally-adjusted terms volumes are still just below the level seen in January 2015. The strength of the US dollar continues to keep the US export market under pressure.
• מובילים מהמזרח התיכון saw demand growth slow for the third consecutive month to 1.2% year-on-year in September 2016 – the slowest pace since July 2009. Capacity increased by 6.2%. Seasonally-adjusted freight growth, which had been trending upwards until the past year or so year, has now halted. This turnaround in performance is partly due to weaker conditions in the Middle East-to-Asia and Middle East-to-North America markets.  





• חברות תעופה באמריקה הלטינית reported a decline in demand of 4.5% and a drop in capacity of 4.7% in September 2016, compared to the same period in 2015. The ‘within South America’ market has been the weakest performing market so far this year with volumes contracting 14% year-on-year in August, the most recent month for which route specific data are available. The comparative strength of the US economy has helped boost volumes between North and South America with US imports by air from Colombia and Brazil increasing by 5% and 13% year-on-year respectively.
• מובילים אפריקאים saw freight demand increase by 12.7% in September 2016 compared to the same month last year – the fastest rate in nearly two years. Capacity surged year-on-year by 34% on the back of long-haul expansion in particular by Ethiopian Airlines and North African carriers.

View September freight results (Pdf)