Middle East conflict and high-tech cargo demand tighten capacity as rates rise on Taiwan–US lanes
Dimerco says Taiwan–US airfreight capacity remains exceptionally tight, with high-tech demand driving rising rates. In parallel, Air cargo capacity across MESA is still recovering, narrowing a reported 19% deficit, while passenger demand is mixed as jet fuel pressure and Middle East carriers’ weakness drag overall trends and Heathrow trims its 2026 outlook amid war risks.