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 #28 | WEEK 20 Oct 2026
David Kerr | Founder, JTD Advisory Ltd.
AThe biggest buyers of air cargo this peak have not booked yet. E-commerce has locked in its space. Some AI hyperscalers are still in the spot market, and their freight does not negotiate on price.
US air imports by weight hit another record in August, 20% above last year (Jason Miller, Census data). GPUs and computer parts alone added 12,932 tonnes. Freightos has Southeast Asia to North America rates 40% above last year. TAC warns the unbooked hyperscalers "could yet push rates sharply higher".
At the same time the fuel surcharge resets have landed. Cathay Cargo's Hong Kong long-haul surcharge rose almost 26%, to HK$14.10/kg.
Why it matters: this peak is being priced by commitment, not capacity. Carriers should sell transpacific block space with fuel passed through. Forwarders with unbooked technology accounts should close them this week. Shippers should budget on the all-in price.
Also this week: Riyadh's airport reopened on 18 October under prior-permission NOTAMs. On Monday 66% of its flights still did not operate (Cirium). Open is not the same as available.
How much of your Q4 capacity is committed on paper, at an agreed fuel mechanism?
Full analysis in this week's JTD Airfreight Intelligence, Issue 28.
#Airfreight #AirCargo #SupplyChain #Logistics #CargoStrategy #Aviation #FreightForwarding #JTDAdvisory #AviationStrategy #TradePolicy