EU Air Freight: Current Assessment & Execution Update

Background

Recent geopolitical developments in the Middle East have led certain carriers to reassess Asia–EU air corridors. As a result, certain EU-bound lanes have reflected recent pricing adjustments.

This is currently assessed as an operational adjustment rather than a structural disruption to global trade flows.

Regional Impact Overview

Europe

Temporary capacity adjustments and pricing changes have been observed.

North America

No direct impact at this stage.

Latin America (including Brazil)

No direct airspace disruption. Rate adjustments have been observed on selected lanes, with operations remaining stable overall.

Southeast Asia & Oceania

Currently stable.

To maintain delivery stability and cost transparency, we are:

• Monitoring carrier updates on a continuous basis

• Prioritizing confirmed EU-bound shipments

• Evaluating routing flexibility where required

• Communicating pricing adjustments in advance

Operational reliability remains our priority under evolving market conditions.

Our Commitment

Market volatility is inherent in global trade.

Execution stability is achieved through operational discipline and proactive management.

We remain committed to protecting shipment performance across all regions.