IDEA:

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.

Airfreight Outlook Conference CallBrian Clancy
00:00