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Why Air Cargo Beat the Forecasts in 2025

by | Nov 28, 2025

Remember when 2025 was supposed to be a down year for air freight? That’s not how it turned out. What we got instead was resilience.

Freight buyers spent 2025 adapting at speed. Strategy, sourcing, and mode decisions shifted fast in response to political uncertainty and changing tariffs. Sean Dolan, CEO of NorthLink Aviation, put it simply during The Freight Buyers’ Club podcast: air cargo thrives in chaos. That chaos shaped everything from supplier selection to gateway choices, and it is a clear signal to stay nimble in 2026.

The forecast said soft. Reality said otherwise.

At the start of 2025, most market watchers forecast 2 to 5 percent airfreight growth. Instead, global tonnages were up 6 percent year-on-year by November. Some regions outperformed even more. Southeast Asia to the US surged over 25 percent, while China-to-Europe volumes rose 8.4 percent.

E-commerce demand held up and then accelerated. US-bound shipments from China dropped due to tariff changes, but volumes quickly shifted toward Southeast Asia, Europe, and other stable trade lanes.

 

Policy panic triggered pre-emptive shipping

The end of de minimis exemptions in the US hit hard. Air cargo became a tactical workaround. Some shippers front-loaded cargo to beat tariff changes. Others flew goods into more stable trade hubs or rerouted flows to dodge uncertainty altogether.

Glyn Hughes, Director General of TIACA, said the industry responded with great agility in 2025. Capacity shifted, demand flows adapted, and e-commerce volumes were redeployed almost overnight in response to tariff changes.

The Freight Buyers’ Club podcast heard directly from brokers and carriers who faced regulation changes with just hours’ notice. Andrea Nicole Wilson, VP at the Florida Customs Brokers & Forwarders Association, described how her team’s job had been multiplied by four. In many cases, buyers paid duty levels they never anticipated.

Jaime Alvarez, Director of Cargo at Copa Airlines, said the rule changes around small packages created a mess for regional carriers. He explained that the disruption reached beyond the US and caused confusion across Latin American trade flows that depend on multi-stop transit points like Miami and Panama.

 

Air freight is agility in an unpredictable world

When politics and policy become unpredictable, air freight becomes the fastest way to adapt. That lesson played out repeatedly in 2025.

US airports like Miami International Airport (MIA) and Anchorage (ANC) posted strong volumes.
Jimmy Nares, Section Chief of Cargo Development at Miami International Airport, said cargo volumes at MIA grew in 2025 despite early concerns. He shared that the airport’s role as a major transit hub helped insulate it from disruption and that e-commerce now accounts for around 20 percent of its air cargo.

Latin American gateways thrived. Vietnam and India became key sourcing regions as trade flows shifted from China. With regulatory uncertainty and shifting trade flows, carriers and airports adjusted quickly to meet demand.

 

What’s next?

At Dimerco, we expect continued strength into 2026. Structural factors are also at play. Aircraft production delays and fleet retirements could keep capacity tight well into 2029.

Brandon Fried, Executive Director of the Airforwarders Association, said many forwarders were busier than expected in 2025, as sudden regulatory changes reshaped demand. He warned that geopolitical risk remains elevated in 2026, pointing to China, Venezuela, and other key markets, and encouraged shippers to build flexibility into their plans.

That is good news for providers, but another reason freight buyers need a proactive partner. As we head into a new year, agility remains the best insurance policy.

 

Need support with your 2026 air freight planning?

If you’re planning your 2026 logistics strategy and want to ensure your agreements are built for resilience, not just short term savings, Dimerco can help. Our team supports global shippers with contract design, market intelligence, and reliable freight execution across Asia, North America, and Europe.

Get in touch with a Dimerco specialist today and we’ll work together to turn uncertainty into advantage.

For more insights like these, subscribe to the Freight Buyers’ Club podcast and stay ahead of the market.

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