With demand conditions unlikely to improve in the short term, LTL carriers are putting more of their capacity, old and new, into reserve.
Developers expect vacancy rates to drop as shippers that had been paralyzed by US tariff uncertainty set more long-term plans in motion.
Airlines will continue to adjust capacity to account for shifts in volume, but the volatility of US trade policy and continued demand growth fueled by the AI boom will make this more difficult.
