Episode
Air Cargo Unpacked | Amazon's Freight Play, the Jet Fuel Shock and Why the MD-11 Returned
- Podcast
- The Freight Buyers' Club
- Published
- May 20, 2026
- Duration seconds
- 2544
- Processing state
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Summary
Is Amazon replacing the 3PL? In this episode of Air Cargo Unpacked, Mike King and co-host Neel Jones Shah dig into Amazon Supply Chain Services and what it really means for third party logistics providers, freight forwarders and the air cargo market. Is this a genuine supply chain management revolution or just a repackaging of existing services? Also in this May episode: the Middle East capacity recovery -- Rotate's latest data on the Gulf region and what 74% recovery actually means for shippers. Neil Wilson, Editor of TAC Index and calculating agent for the Baltic Air Freight indices, unpacks the rates picture -- including the extraordinary Europe-Dubai lane, up 140% year on year as Emirates capacity collapsed. Shantanu Gangakhedkar of Frost & Sullivan Asia Pacific on air cargo demand in the region and the scenarios that frame what happens next, from the Strait of Hormuz to growing e-commerce volumes. Jet fuel up almost 100% -- what the supply chain logistics implications are for carriers and shippers paying surcharges. ULD market disruption. And the FedEx MD-11 -- back in the skies despite all predictions. Produced with the support of Ontegos Cloud, the freight forwarder profitability specialists. https://www.ontegos.cloud/ Co-host: Neel Jones Shah (ex-Delta, United, Flexport) Neil Wilson -- Editor, TAC Index Shantanu Gangakhedkar -- Principal Consultant and Aviation Lead, Frost & Sullivan Asia Pacific Produced by Karen Ball and Tom Matthews #airfreight #3PL #supplychain #logistics #aviation #FedEx #MD11 #straitofhormuz #supplychainmanagement #aircargounpacked