Business Advisory Services for Aviation & Logistics
Joining the dots to provide strategic and commercial insights in aviation and logistics sectors, globally.
Insights
Tailored aviation strategies for your business.
Solutions and insights for global business and trade
Management Support and Advice
Solutions
Management Expertise
Business Advisory Services for Aviation & Logistics
Joining the dots to provide strategic and commercial insights in aviation and logistics sectors, globally.
Insights
Tailored aviation strategies for your business.
Solutions and insights for global business and trade
Management Support and Advice
Solutions
Management Expertise
Business Advisory Services for Aviation & Logistics
Joining the dots to provide strategic and commercial insights in aviation and logistics sectors, globally.
Insights
Tailored aviation strategies for your business.
Solutions and insights for global business and trade
Management Support and Advice
Solutions
Management Expertise
Business Advisory Services for Aviation & Logistics
Joining the dots to provide strategic and commercial insights in aviation and logistics sectors, globally.
Insights
Tailored aviation strategies for your business.
Solutions and insights for global business and trade
Management Support and Advice
Solutions
Management Expertise
Business Advisory Services for Aviation & Logistics
Joining the dots to provide strategic and commercial insights in aviation and logistics sectors, globally.
Insights
Tailored aviation strategies for your business.
Solutions and insights for global business and trade
Management Support and Advice
Solutions
Management Expertise
Expert Business Advisory in Aviation
JTD Advisory Ltd. specializes in aviation and logistics, providing expert business advisory services, grounded in extensive commercial and management experience. We deliver tailored solutions for clients globally.
Your Trusted Business Partner...
Navigating the Challenges of today and the future...
Based in the UK, our team combines deep industry knowledge with practical expertise to help businesses thrive in the aviation and logistics sectors, ensuring sustainable growth and operational excellence.
Our Projects
Expertise in aviation and logistics for global business solutions.
Delivering strategic solutions for aviation industry challenges and opportunities
Optimizing supply chains and go to market strategies for enhanced operational and commercial effectiveness
JTD Airfreight Intelligence Insights
Connecting cargo, capital, and trade policy every week
JTD AIRFREIGHT INTELLIGENCE
ISSUE #19 | WEEK OF 18 Aug 2026
David Kerr | Founder, JTD Advisory Ltd.
The 60-day US-Iran MOU negotiation window expired on 17 August without agreement, without extension, and without a ceasefire.
Iran's conditions for reopening Hormuz are now formalised: ban on US and Israeli vessels, transit fees, reparations for US strikes, sanctions relief. These are not a negotiating position from which a deal is days away. Iranian FM Araghchi: no decision on resuming talks. Ship transits through Hormuz: 5–9 per day, versus 130 pre-war. ADNOC tankers struck by UAVs on 13 August. Trump threatened to bomb Oman.
The rate market responded before the formal expiry. TAC Index week to 10 August: BAI60 Singapore +47.4% week-on-week. BAI40 London Heathrow +31.6% week-on-week. BAI20 Frankfurt -10.5% week-on-week. BAI00 composite: -0.2%. The composite is near-flat. The composite is not the market.
Singapore and LHR are absorbing fuel surcharge escalation from post-ceasefire jet fuel cost increases and the routing pressure of non-GCC belly withdrawal. Frankfurt is absorbing the structural demand removal from the EU de minimis reset. The spread between those two dynamics in a single week — 42 percentage points on a WoW basis between BAI40 and BAI20 — is the most precise read on how bifurcated this market has become.
EASA's five Gulf CZIBs remain active to 31 August, unchanged since 22 July. With Hormuz attacks continuing and Iranian conditions hardening, renewal beyond 31 August is the near-certain outcome. The October IATA slot change is now the operational floor for non-GCC belly capacity reinstatement — not a target.
For cargo capacity planning into Q4: treat October as the floor, not the central case. The constraint is not easing. It is being repriced upward.
Full analysis in Issue #19 of JTD Airfreight Intelligence.
#Airfreight #AirCargo #SupplyChain #Logistics #CargoStrategy #Aviation #FreightForwarding #JTDAdvisory #AviationStrategy #TradePolicy