According to a recent LinkedIn post from Flexport, the company is drawing attention to sustained fuel supply and pricing pressures in the air freight market linked to the Middle East conflict. The post notes that global jet fuel prices have risen more than 100% year over year, which it suggests is raising the long‑term floor for air cargo rates.
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The post also highlights that 19 of the world’s 20 largest airlines have significantly reduced flights, effectively shrinking available bellyhold cargo capacity. This combination of higher fuel costs and constrained capacity could support structurally higher yields for air freight providers while increasing logistics costs for shippers.
Flexport’s commentary, delivered by its Director of Air Freight in a referenced webinar, points to a tighter and more expensive air cargo environment persisting over time. For investors, the analysis implies that freight forwarders with diversified capacity access and pricing power may be better positioned, while volume‑sensitive customers could face margin pressure if elevated rates become the norm.