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FEDERAL AVIATION ADMINISTRATION

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FEDERAL AVIATION

ADMINISTRATION

Annual Forecast Conference

Washington, D.C.

March 18, 2005

AIR CARGO DEMAND:

An Overview

Stephen A. Alterman

President

Cargo Airline Association

Washington, D.C.

CARGO AIRLINE ASSOCIATION

AIR CARRIER MEMBERSHIP

 Board of Directors  Members



ABX Air, Inc. Air Transport International

Atlas Air Capital Cargo International

Federal Express CNF, Inc.

UPS DHL Express

First Air

Gemini

Kalitta Air

Kitty Hawk

USA Jet

AIR CARGO OVERVIEW

 Air Cargo Industry Segments



Bellies of Passenger Aircraft

Air Freight Forwarders

All-Cargo Aircraft

Regional Aircraft



All segments provide the services necessary to

satisfy shipper demand.

DEMAND DRIVERS



 Time Definite Service (Reliability)

 Speed

 Traceability





 Probably NOT Price

DEMAND LIMITATIONS





 Uncertain Economic Picture

 Security Concerns

 Escalating Fuel Prices

Necessary Fuel Surcharges

Price Competition from Other Modes

HIGH VALUE COMMODITIES ARE

TRADITIONALLY TRANSPORTED

BY AIR



 High-tech electronics

 Human organs

 Important documents

WHAT THIS MEANS





 While only approximately 2% of all freight

moves by air, 45-50% of the value of

freight transported qualifies as air freight

WHO CARRIES THIS FREIGHT?

DOMESTIC TRAFFIC

 2004



Passenger Carriers – 24.1%

All-Cargo Carriers – 75.9%



 Forecast Period (12 Years)



Passenger Carriers – 20.0%

All-Cargo Carriers – 80.0%



Source: 2005 FAA Forecast, March 2005

WHO CARRIES THIS FREIGHT?

International Traffic



 2004



Passenger Carriers – 40.3%

All-Cargo Carriers – 59.7%



 Forecast Period (12 Years)



Passenger Carriers – 36.4%

All-Cargo Carriers – 63.6%



Source: 2005 FAA Forecast, March 2005

DOMESTIC v. INTERNATIONAL

 Demand increasing more dramatically in

international markets – particularly Asia

 For 2004, FAA estimates approximately 45%

more growth internationally (5.5% annually

internationally v. 3.8% domestically). FAA March

2005 Forecast

 91% more annualized international growth than

domestic for next twelve years – 2005-2015

(6.3% annually v. 3.3 %). FAA March 2005

Forecast

DOMESTIC v. INTERNATIONAL

 Relatively smaller domestic growth



Less than robust domestic economy

Mature industry



 Greater international growth



Opening of new markets

Expanding Asian economy

CONCLUSION

 Demand for air cargo services continues

to grow – especially in international

markets

 Industry members are well positioned to

meet these growing demands

 Governments must move to further open

markets to allow carriers to meet the

needs of the world’s shippers



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