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Cargo Under Constraint: Tariffs, Engines, and the New Economics of Freight

Author: Aircraft Value News
January 26, 2026

The air freight market in 2026 is being shaped by friction. Trade policy uncertainty, shifting tariffs, and persistent engine availability issues are redefining how cargo aircraft are valued and deployed. The result is a market where scarcity, not demand alone, is driving economics.

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Mission / Aircraft Values News was created in 1992 to provide independent and informed advice regarding current and future aircraft values, and the factors that affect them, to the air transport community.AVN's core activity is the provision of expert commentary on current and future market values and lease rates. AVN seeks to interpret and analyze current events, enabling readers to more accurately anticipate future market trends. AVN expertise centers on an appreciation that aircraft are a commodity, subject to vagaries of supply and demand. AVN's subscribers comprise decision makers at financial i aft lessors and airlines.
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