# Air Cargo Unpacked | Amazon's Freight Play, the Jet Fuel Shock and Why the MD-11 Returned Page: https://stenobird.com/podcast/the-freight-buyers-club-5997309/air-cargo-unpacked-amazon-s-freight-play-the-jet-fuel-shock-and-why-the-md-11-returned Text version: https://stenobird.com/podcast/the-freight-buyers-club-5997309/air-cargo-unpacked-amazon-s-freight-play-the-jet-fuel-shock-and-why-the-md-11-returned.md Podcast: [The Freight Buyers' Club](https://stenobird.com/podcast/the-freight-buyers-club-5997309) Published: 2026-05-20T09:49:46+00:00 Episode link: https://the-freight-buyers-club.castos.com/episodes/air-cargo-unpacked-amazons-freight-play-the-jet-fuel-shock-and-why-the-md-11-returned Audio file: https://dts.podtrac.com/redirect.mp3/episodes.castos.com/63bfb95e422709-98786477/2467634/c1e-jpx2jh4gk00an1m50-8d8g55rms8x9-2ndvi0.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-freight-buyers-club-5997309/episodes/air-cargo-unpacked-amazon-s-freight-play-the-jet-fuel-shock-and-why-the-md-11-returned Duration seconds: 2544 ## Resource 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-freight-buyers-club-5997309/episodes/air-cargo-unpacked-amazon-s-freight-play-the-jet-fuel-shock-and-why-the-md-11-returned/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-freight-buyers-club-5997309/air-cargo-unpacked-amazon-s-freight-play-the-jet-fuel-shock-and-why-the-md-11-returned.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.