1 / 15

AIR CARGO INDIA 2010 Roberto Gilardoni, Commercial Director - Cargoitalia

AIR CARGO INDIA 2010 Roberto Gilardoni, Commercial Director - Cargoitalia. SUMMARY. Freighters yesterday and today Why do we think freighters have a place in the air cargo industry’s recovery in 2010? Why do we think Cargo italia will succeed and grow? The Challenges ahead

july
Download Presentation

AIR CARGO INDIA 2010 Roberto Gilardoni, Commercial Director - Cargoitalia

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. AIR CARGO INDIA 2010 Roberto Gilardoni, Commercial Director - Cargoitalia

  2. SUMMARY • Freighters yesterday and today • Why do we think freighters have a place in the air cargo industry’s recovery in 2010? • Why do we think Cargoitalia will succeed and grow? • The Challenges ahead • Conclusion – Cargoitalia’s view on the future

  3. FREIGHTERS YESTERDAY & TODAY Ex Military Freighters Freighters in major airlines Specialist Scheduled Pax Carriers Regional All-Cargo Airlines Conversions and Freighters boom 1940 1960 1970 1990 2000 Today Berlin’s Airlift Wide body Passanger Aircrafts and first “rate war”

  4. WHY DO WE THINK FREIGHTERS HAVE A PLACE IN THE AIR CARGO INDUSTRY’S RECOVERY IN 2010? • Scheduled pure freighters will continue to find demand on long, “thick” routes, where scheduled pax operations provide too little capacity • Cargo aircraft only shipments, large shipments etc • Possible under-capacity on some routes as economy recovers • Stricter Security on Passengers Aircrafts • Scarcity: less freighters in operation today than in 2007

  5. WHY DO WE THINK Cargoitalia WILL SUCCEED AND GROW ITALIAN MARKET OVERVIEW • 3rd market in Europe for import and export • Peculiarity of Italian commodities drives demand for air cargo • Still a great proportion of Italian air cargo is trucked abroad • The Alps provide a natural physical barrier between Italy and the rest of Europe • Italian dedicated Freighters fleet disappeared in 2008

  6. Air Uplift vs. Road Source: SEA –Italian Airport Association 2007 WHY DO WE THINK Cargoitalia WILL SUCCEED AND GROW ITALIAN MARKET OVERVIEW

  7. WHY DO WE THINK Cargoitalia WILL SUCCEED AND GROW Our Strengths • Cargoitalia is a truly Italian airline • Very lean and low cost business approach • Quality and flexibility as drivers • Cargoitalia is a young and passionate team • Strong shareholder’s commitment to invest

  8. CHALLANGES AHEAD OF US • Market Recovery……will 2010 bring any good news? • Rates and Yield: when will we go back to a sustainable level? • Demand vs. Capacity • Fuel costs and strong Euro

  9. 50.000 45.000 40.000 2008 - 20% Tonnes 35.000 30.000 2009 25.000 20.000 ott-08 ott-07 lug-08 lug-09 giu-08 set-08 giu-09 set-07 nov-08 dic-08 feb-08 nov-07 dic-07 apr-08 feb-09 apr-09 gen-09 gen-08 mar-08 ago-08 mar-09 ago-09 mag-08 mag-09 Month CHALLANGES AHEAD OF US Italian Air Cargo Traffic Volumes – Tonnes Export

  10. 35% FTKT AEA 25% FTKT IATA ATKT IATA 15% Variation MoM % 5% set-08 set-09 gen-08 gen-09 lug-08 lug-09 nov-08 nov-09 mar-08 mar-09 -5% mag-08 mag-09 -15% -25% CHALLANGES AHEAD OF US World Air Cargo Traffic Month over Month yearly variation World Air Cargo Traffic Source: AEA, IATA

  11. CHALLANGES AHEAD OF US Italian Air Cargo Traffic Month over Month yearly variation Source:Italian Airport Association

  12. 0,95 0,9 0,85 0,8 Euro 0,75 0,7 0,65 0,6 ott-07 ott-08 dic-07 dic-08 set-07 giu-08 lug-08 set-08 giu-09 lug-09 feb-08 feb-09 apr-08 apr-09 nov-07 nov-08 gen-08 ago-08 gen-09 ago-09 mar-08 mar-09 mag-08 mag-09 Month CHALLANGES AHEAD OF US Italian Air Cargo Traffic Market Yield

  13. CONCLUSIONS At Cargoitalia we think: • The market is recovering, even though at a low pace. A very prudent approach to market expansion is a must • Rate will increase but margin will be the challenge: fuel efficiency is vital and tight cost management is vital. • The freighters in pax carriers’ fleets will progressively disappear leaving the scene to few specialised, flexible and high-quality operators

  14. THANK YOU!

More Related