Market Update: A New Challenge in Global Air Freight Logistics

Air freight has long been a symbol of speed in global trade. Fresh produce harvested today could reach international shelves within days, with consistency and reliability. However, in 2026, air logistics is entering a far more complex phase, where capacity is tightening and delivery timelines are no longer easy to predict.

Global air freight capacity under pressure

Air transport is facing increasing pressure across multiple regions. Flight reductions and limited cargo space are making bookings more difficult. As capacity declines, delivery schedules lose their stability, forcing both exporters and buyers to operate in a less predictable environment.

Fuel pressure is reshaping the cost structure of aviation

Recent disruptions at the Strait of Hormuz, a critical global energy route, have restricted access to approximately 20 to 25% of the world’s oil supply.

As a result, jet fuel prices have risen by over 100%, and forward markets indicate that elevated levels are likely to persist through the rest of the year. This is fundamentally reshaping the cost structure of the aviation industry, where fuel already accounts for around 30% of operating costs.

In response, airlines are optimizing their networks, reducing less efficient routes, and adjusting capacity, leading to a broader contraction in available air freight space.

Rising costs, longer transit times, growing quality risks

For Vietnam, where fresh produce exports depend heavily on speed and reliability, these shifts create tangible challenges.
Freight costs are rising as fuel price increases directly push air cargo rates higher.
Delivery timelines are becoming less stable as schedule changes and delays occur more frequently.
Quality risks are increasing, particularly for perishable goods, as longer transit times reduce freshness and increase the likelihood of spoilage.

“Flexibility” as the key of supply chain resilience

In this environment, relying on a single shipping method is no longer a viable strategy.
At Sunshine, our operations are built on flexibility, balancing between sea freight and air freight based on product characteristics, timing requirements, and market conditions.
Sea freight is used to optimize costs for large volume shipments where longer transit times can be effectively managed.

Air freight is prioritized when speed and product quality are critical, especially for high value or highly perishable goods.
This approach allows us to maintain efficiency and reliability, even as external conditions continue to evolve.

Disruptions in global logistics are inevitable. What defines a reliable partner is the ability to adapt. Sunshine does not simply move products. We ensure that supply chains continue to operate, protect product value, and support our partners in staying resilient and competitive in any market condition.