As the CEO of a LogTech company active in the air freight market, I naturally look out for what will happen regarding ONE Record. Will the industry make significant progress in the rollout of the new standard, or will the obstacles remain too complex to overcome? As a German, I am curious how the football (or soccer, for the American readers) world championship in the US will impact travel and trade to the US. Will the decline in summer travel continue or be reversed by this event? How will it impact air freight capacities?
Speaking in more general terms, the air cargo market in 2025 was defined by the uncertainties, external events and decisions, where supply chains reacted quickly and often in anticipation of coming changes such as tariffs and changes to the de minimis rules in the US.
It will be very interesting to see if 2026 is more of the same — a market reacting to external events — or if the uncertainty is so much the new normal that supply chains have already adapted and will be more stable. That would result in less demand for air freight and benefit other modes of transportation.