Global Transportation & Logistics Equity Research
Brian Clancy provides historical context and forecast of the international air express and freight market.
March 28, 2014 – Managing Director Brian Clancy hosted a conference call on the air cargo industry for Stifel, Nicolaus & Company's Global Transportation & Logistics Equity Team. Mr. Clancy's presentation focused on the current and future state of Global Express, Airfreight and ACMI markets. Industry executives, analysts and consultants joined the Q&A conversation following the presentation.
Mr. Clancy's presentation covered key topics including:
Historical air cargo demand drivers and industry trends
Air Express: Global air express forecast and market share by major player
Air Freight: Key factors impacting historical growth and forecast of future demand
ACMI: Historical market trends and widebody / freighter AMC forecast
Strategic implications across value chain for forwarders, integrators, carriers with belly capacity, freighter airlines
Mr. Clancy's presentation and audio recording (below) are available on the LogCapStrat website.
Stifel, Nicolaus & Company is an investment banking and brokerage firm that offers financial advisory services.