Dimerco has warned that ongoing fuel-related challenges combined with surging demand from the artificial intelligence (AI) sector are putting renewed pressure on global air freight markets.
According to the logistics provider, rising fuel costs are increasing operating expenses for airlines, which in turn is contributing to tighter pricing conditions and reduced flexibility in air cargo capacity. At the same time, rapid growth in AI-related industries is driving strong demand for the transportation of high-value components such as semiconductors, servers, and advanced electronics.
The company noted that these two factors are converging at a time when global air cargo capacity remains uneven, with certain trade lanes experiencing constrained space due to shifting passenger flight schedules and regional demand imbalances.
AI-driven supply chains, particularly in technology manufacturing hubs across Asia, are increasingly reliant on fast, secure, and time-sensitive air freight services. This has intensified competition for available cargo space on key intercontinental routes.
Dimerco highlighted that the combination of higher fuel costs and structural demand growth could lead to continued volatility in air freight rates, especially for priority shipments in the technology and electronics sectors.
Industry observers say the AI boom is reshaping logistics demand patterns, with premium cargo categories placing sustained pressure on capacity allocation decisions by carriers and forwarders.
Looking ahead, market stability will depend on fuel price trends, airline capacity recovery, and the pace of expansion in AI-related manufacturing and supply chain networks.