The era of the "set it and forget it" air freight contract may be pausing. Q4 2025 data reveals a dramatic shift toward the spot market.
According to the latest Xeneta report, only 24% of new deals in Q4 were locked into one-year contracts. Capacity is available, and the leverage has returned to the shipper. Global spot rates dipped to $2.83 per kg in December.
The Velaxis Perspective: Strategic Liquidity
We confirm our strategic advice: do not lock in legacy rates. Downward pressure from Southeast Asia and Northeast Asia provides a unique opportunity to average down spend.
"In 2026, the competitive advantage belongs to the fluid. Balancing core carrier allocation with a spot market play realizes immediate margin improvements".
