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Planemakers eye depressed cargo market | Planemakers eye depressed cargo market |
(10 minutes later) | |
By Jorn Madslien Business reporter, BBC News, Newcastle International Airport Cargo companies use lorries and trains as well as aircraft | By Jorn Madslien Business reporter, BBC News, Newcastle International Airport Cargo companies use lorries and trains as well as aircraft |
A forklift truck lifts a pallet of boxes off a lorry and places it inside Servisair Cargo's low steel-and-yellow-brick warehouse. | |
But there is not a single dedicated freight aircraft in sight. | But there is not a single dedicated freight aircraft in sight. |
About a dozen air freight operators, including Emirates Cargo, Cathay Pacific Cargo and Brussels Cargo, are also operating out of the Airport Freight Village in Newcastle. | |
Yet, with only one dedicated freight plane arriving each day - a FedEx flight from Glasgow - the cargo companies either load shipments into the spare luggage space on board passenger planes, or they use lorries to take container loads to airports in Manchester or London. | Yet, with only one dedicated freight plane arriving each day - a FedEx flight from Glasgow - the cargo companies either load shipments into the spare luggage space on board passenger planes, or they use lorries to take container loads to airports in Manchester or London. |
Vital tools | |
The 747-8F freighter is Boeing's largest aircraft yet | The 747-8F freighter is Boeing's largest aircraft yet |
Newcastle's small air freight terminal may be operating on the margins of an already unglamorous cargo industry. But the freight market is not itself a marginal sector. | Newcastle's small air freight terminal may be operating on the margins of an already unglamorous cargo industry. But the freight market is not itself a marginal sector. |
Both of the world's leading aircraft makers see their cargo planes as vital tools in their hunt for profits. | Both of the world's leading aircraft makers see their cargo planes as vital tools in their hunt for profits. |
Many airlines have been cancelling or deferring orders for new aircraft - both passenger and cargo planes - in recent months, yet both Boeing and Airbus are currently rolling out new cargo planes: | Many airlines have been cancelling or deferring orders for new aircraft - both passenger and cargo planes - in recent months, yet both Boeing and Airbus are currently rolling out new cargo planes: |
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Bad timing? | Bad timing? |
Airbus customers should receive the A330-200F freighter this year | Airbus customers should receive the A330-200F freighter this year |
Never before have three major freighters entered the market at the same time. | Never before have three major freighters entered the market at the same time. |
And what a time it is. The planes are readying for take-off just as the market is reeling from a global recession that has caused a sharp fall in international trade volumes. | And what a time it is. The planes are readying for take-off just as the market is reeling from a global recession that has caused a sharp fall in international trade volumes. |
"In any economic downturn, the first thing that drops off is air freight," points out Saj Ahmad, aerospace analyst at FBE Aerospace. | "In any economic downturn, the first thing that drops off is air freight," points out Saj Ahmad, aerospace analyst at FBE Aerospace. |
Increasingly, many of those still sending goods are doing what the Newcastle cargo firms do. They use lorries and trains as they are cheaper, albeit also slower, than air freight - or for longer distances, they use ships whenever they can. | Increasingly, many of those still sending goods are doing what the Newcastle cargo firms do. They use lorries and trains as they are cheaper, albeit also slower, than air freight - or for longer distances, they use ships whenever they can. |
"There are now signs of increased demand for both bulk commodity and containerised ocean transport," observes the International Air Transport Association (IATA). | "There are now signs of increased demand for both bulk commodity and containerised ocean transport," observes the International Air Transport Association (IATA). |
Consequently, the global air freight market shrank some 10% in 2009 when compared with 2008, which was itself a disastrous year. | Consequently, the global air freight market shrank some 10% in 2009 when compared with 2008, which was itself a disastrous year. |
"The exceptional scale of the freight downturn," IATA insists, has contributed to "the largest post-war decline for the international airline industry". | "The exceptional scale of the freight downturn," IATA insists, has contributed to "the largest post-war decline for the international airline industry". |
Revenues fell even faster as cargo prices plunged last year. During the first half of 2009, cargo revenues fell 40%. | Revenues fell even faster as cargo prices plunged last year. During the first half of 2009, cargo revenues fell 40%. |
"Several years of growth has been lost in this extraordinary downturn," IATA says. | "Several years of growth has been lost in this extraordinary downturn," IATA says. |
Recovery soon? | Recovery soon? |
But there are signs that the worst is over and that demand is picking up, IATA continues. | But there are signs that the worst is over and that demand is picking up, IATA continues. |
Boeing predicts a sharp rise in demand for freighters over the next 20 years | Boeing predicts a sharp rise in demand for freighters over the next 20 years |
"The low point for freight markets was in December 2008," it says. | "The low point for freight markets was in December 2008," it says. |
Since then, the freight market has recovered somewhat, bouncing back 24.4%, IATA observes - though it also points out that it is still 9% below where it was two years ago. | Since then, the freight market has recovered somewhat, bouncing back 24.4%, IATA observes - though it also points out that it is still 9% below where it was two years ago. |
Besides, Boeing and Airbus say, these are not short-term markets. | |
As the aircraft makers are eager to point out, cargo firms know that in order to remain competitive in the long run, they have to invest in modern, fuel-efficient aircraft today. | As the aircraft makers are eager to point out, cargo firms know that in order to remain competitive in the long run, they have to invest in modern, fuel-efficient aircraft today. |
"We are at the eve of a market recovery, and now is the time for airlines to prepare for future freight growth," says John Leahy, Airbus chief operating officer. | "We are at the eve of a market recovery, and now is the time for airlines to prepare for future freight growth," says John Leahy, Airbus chief operating officer. |
"The efficient A330-200F is very well adapted to today's market dynamics of rising fuel prices and increased pressure on yields." | "The efficient A330-200F is very well adapted to today's market dynamics of rising fuel prices and increased pressure on yields." |
Boeing agrees, predicting that aircraft makers will make about $170bn (£105bn) from the sales of some 710 freighter aircraft across the world over the next two decades. | |
The bulk of the sales will be accounted for by very large cargo planes, Boeing predicts, so it now hopes to sell 341 of its 747-8F and its 777F planes during the next two decades. | |
Being competitive | Being competitive |
But a crucial question remains unanswered: will either of the two giant aircraft manufacturers be able to make a profit from their cargo planes? | But a crucial question remains unanswered: will either of the two giant aircraft manufacturers be able to make a profit from their cargo planes? |
After all, the aircraft will be competing against masses of former passenger planes, many of them really rather cheap, that are being converted into freight carriers. | After all, the aircraft will be competing against masses of former passenger planes, many of them really rather cheap, that are being converted into freight carriers. |
At the Airport Freight Village a DHL van heads off towards Newcastle. | At the Airport Freight Village a DHL van heads off towards Newcastle. |
Near the main airport terminal, the van passes the Premier Inn, which is advertising rooms from £29 a night. | Near the main airport terminal, the van passes the Premier Inn, which is advertising rooms from £29 a night. |
A timely reminder, perhaps, that in business, it is all about competitive pricing. | A timely reminder, perhaps, that in business, it is all about competitive pricing. |
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