EXTRANS GLOBAL - Air Freight News - Week 06 2025

Air Cargo General

1) The EU is also set to implement measures targeting Temu and Shein, including the removal of tax exemptions and the imposition of fees

The European Union (EU) has begun to target Chinese e-commerce platforms Temu and Shein.
The EU's executive body, the European Commission, announced on the 5th (local time) that it adopted a communication titled "A Comprehensive TOOL BOX for Safe and Sustainable E-commerce" during its weekly meeting. This document outlines the overall policy direction the EU intends to pursue.
The communication indicates that the EU will strengthen customs and consumer protection regulations to respond to the influx of low-priced goods that do not comply with EU regulations and are harmful to health and the environment. It also plans to mobilize existing tools such as the Digital Services Act (DSA) and the Digital Markets Act (DMA).
Specifically regarding customs, it states that it will consider introducing a so-called "handling fee" for e-commerce products imported directly into the EU. This reform plan includes the elimination of tax exemptions for low-value parcels worth less than 150 euros (approximately 230,000 KRW).
With the removal of these exemptions, an estimated annual tax revenue of 1 billion euros (approximately 1.5 trillion KRW) is expected.
Additionally, to prevent the influx of illegal and dangerous products through e-commerce platforms, measures such as using artificial intelligence (AI) for monitoring illegal products and targeted actions to eliminate non-compliant products will be pursued.
The EU emphasizes that this action is not aimed at specific countries but will apply to all e-commerce goods entering from outside the EU.
However, in practice, Chinese e-commerce platforms such as Temu, Shein, and AliExpress are expected to be directly affected.

2) ANA's acquisition of NCA is finalized - Japan's Fair Trade Commission approves after four delays

All Nippon Airways (ANA) has received approval from the Japan Fair Trade Commission (JFTC) for its acquisition of Nippon Cargo Airlines (NCA).
The JFTC initially opposed the acquisition due to concerns about reduced competition on routes from Japan to Chicago and Los Angeles. According to the Commission, ANA and NCA hold a market share of 30% on the Los Angeles route and 35% on the Chicago route, making them the leading suppliers on those routes.
In response, ANA and NCA agreed to offer block space contracts to their competitor, Polar Air Cargo (PAC), and to appoint lawyers and economists to oversee the contracts. However, the acquisition is still awaiting approval from the competition authorities in China and Singapore.
Meanwhile, ANA announced in March 2023 its intention to acquire NCA, which operates 747-8 freighters, from the NYK Line Group, but the acquisition process has been delayed four times.
Initially expected to be finalized on October 1, 2023, the deadline has been postponed to February 1, April 1, and July 1, 2024, with the final acquisition date adjusted to March 2025. ANA has cited delays in the approval process as the reason for these postponements.

3) Revenue from cargo sales of the U.S. Big 3 airlines increased last year

Last year, the cargo revenue of the U.S. Big 3 airlines saw significant growth.
Delta Air Lines (DL) reported cargo revenue of $822 million, a 14% increase compared to the previous year.
Passenger revenue increased by 4% to $57 billion, bringing total revenue to $61.6 billion.
This analysis indicates that the growth in cargo revenue was much larger than that of passenger revenue.
United Airlines (UA) also experienced a 16.6% increase in cargo revenue, totaling $1.74 billion last year.
Total air cargo reached 589,670 tons, with total revenue, including passenger services, reported at $57.1 billion.
However, American Airlines (AA) saw a 0.9% decrease in cargo revenue, totaling $804 million compared to the previous year.
Meanwhile, the airline is set to receive 30 wide-body B787-9 aircraft by 2029, planning to focus these large aircraft on long-haul routes.
This expansion in supply is expected to further increase cargo revenue.

4) Cargo AI strengthens its global cargo booking platform competitiveness through collaboration with CMA CGM Air Cargo

CargoAi, a leader in global logistics digital platforms, announced a strategic partnership with CMA CGM Air Cargo, the air freight division of the CMA CGM Group.
Through this collaboration, CMA CGM Air Cargo's global network will be integrated into CargoAi's platform, 'CargoMART,' providing air cargo booking services to shippers and forwarders worldwide.
As a result, CMA CGM Air Cargo has selected CargoAi as an official partner based on the performance during the trial operation period, significantly expanding access to the cargo booking platform.
Users will be able to utilize differentiated features such as real-time transportation capacity and rate inquiries, carbon dioxide emissions comparisons, and sustainable aviation fuel (SAF) purchases.
CMA CGM Air Cargo is also expected to leverage the network effect of the CargoAi platform to provide services to over 17,000 forwarding companies in 130 countries.

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