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Growing Kalitta Air renews with ACL Airshop

Freighter operator Kalitta Air has renewed its partnership with ULD firm ACL Airshop for a further five years. Under the renewed agreement, ACL Airshop will provide ULD supply and management solution covering the lifecycle of Kalitta Air's ULD fleet. Services include fleet control, repair and maintenance, net replacement, global logistics, digital tracking, analytics, customer support and reporting, and operational support. ACL will also modernise and digitalise Kalitta Air's ULD fleet to improve visibility and extend the service life of its ULD assets. Arthur Jamison, assistant director, operational control centre, ground services, Kalitta Air, said: "We've built a long relationship based on trust, performance, and a shared focus on delivering reliable solutions for our customers. "As Kalitta Air continues to grow its worldwide network, we're excited to continue working alongside ACL to drive innovation, improve operational efficiency, and support the next generation of air cargo logistics." ACL Airshop chief operating officer Wes Tucker added: "We've grown together, adapted to a changing industry, and continued to find new ways to advance their ULD operations." The expansion of the ULD deal between the two firms comes as Kalitta Air has been expanding its fleet of freighters. In 2025, aircraft lessor AerCap began delivering converted Boeing 777 freighters to launch operator Kalitta Air as part of a seven-aircraft order placed by Kalitta as it works to modernise its fleet and replace its ageing Boeing 747 freighters. According to aircraft tracking site Planespotters.net all seven of the aircraft have now been delivered, joining a further eight production 777Fs and 22 Boeing 747-400Fs.

Container rate rally has more legs than bears assume

Container spot rates have done exactly what they did in 2021, and the market has drawn exactly the conclusion you'd expect: this is a repeat performance of a one-off, and it will end the same way. The SCFI is up roughly 150% since late February and 11% since the mid-June truce alone, container timecharter rates are near cycle highs, and forwarders and carriers alike are reporting sharply improved earnings. The consensus read is that this is a geopolitical shock ...

Delta raises Q2 cargo revenue with higher volumes

Delta Airlines' cargo revenue increased 39% in its second (June) quarter which the airline attributed to volume growth as it seeks expansion in Asia and the Middle East. For the three months ended 30 June, Delta recorded cargo operating revenue of $294m, up from $212m in the same period last year. The airline also fared well in the first quarter of 2026 with a 9% year on year rise in cargo operating revenue to $226m. Joe Esposito, Delta's executive vice president & chief commercial officer said in the airline's second quarter earnings call on 10 July that most of the cargo revenue growth was due to volume increases, adding that the airline had benefited from the rerouting of cargo away from the Middle East and expansion in Asia. Although airlines faced the challenge of higher jet fuel prices, following the start of the Middle East conflict there was a shift towards non-stop flights between Asia-Europe, and Asia-North America and carriers flying on these trade lanes benefitted from shipper demand. "Most of what we saw for cargo revenue - it was a great quarter. We're really proud of the team - was on volume. "And you've had some rerouting of cargo that typically goes through the Middle East and other areas that we've been able to recapture. "But it's also the structural improvements we've made internally which, depending on where we're expanding, Asia is one of the largest cargo markets from the US, and we've been expanding in the Asian market. "We've been getting greater capability of our airplanes that we've been investing in. And we've got a lot of internal restructuring on how we approach cargoes and made it much more of a priority." On the subject of whether Delta expected to continue seeing cargo revenue growth in the second half of the year, Esposito added: "So, we will see strength throughout the year in cargo, probably not the 39%, but we're going to have a really strong back half in our cargo sector. "And that'll play a bigger role as we continue to invest in international. Cargo is a big part of international and goes towards the profitability of our international entities." More specifically, Delta expects that most of its international growth is "going to be (in) Asia and Middle East", confirmed Esposito.