{"id":98020,"date":"2026-07-13T08:16:57","date_gmt":"2026-07-13T08:16:57","guid":{"rendered":"https:\/\/transportjournal.com\/2026\/07\/13\/la-domanda-di-trasporto-aereo-aumenta-grazie-allia-a-livello-globale\/"},"modified":"2026-07-13T11:34:07","modified_gmt":"2026-07-13T09:34:07","slug":"la-domanda-di-trasporto-aereo-aumenta-grazie-allia-a-livello-globale","status":"publish","type":"post","link":"https:\/\/transportjournal.com\/it\/2026\/07\/13\/la-domanda-di-trasporto-aereo-aumenta-grazie-allia-a-livello-globale\/","title":{"rendered":"La domanda di trasporto aereo aumenta grazie all’IA a livello globale"},"content":{"rendered":"

La domanda globale per il trasporto aereo \u00e8 aumentata del 7% a giugno 2026, principalmente a causa della straordinaria richiesta di semiconduttori e prodotti hardware legati all’IA. Tuttavia, secondo i pi\u00f9 recenti dati di mercato dell’azienda di analisi Xeneta, si osservano segni di un raffreddamento dei prezzi spot, che stanno diminuendo in linea con le aspettative dopo il calo del conflitto in Medio Oriente, il ripristino delle capacit\u00e0 nei principali aeroporti della regione del Golfo e una diminuzione dei prezzi del cherosene.<\/p>\n

I prezzi spot globali per il trasporto aereo sono aumentati a giugno del 38% rispetto all’anno precedente, raggiungendo una media di 3,40 USD per kg. Tuttavia, secondo Xeneta, la crescita sta rallentando, essendo stata del 41% a maggio. Ci\u00f2 suggerisce che il mercato si sta stabilizzando in termini di prezzi.<\/p>\n

Domanda sostenibile grazie all’IA<\/h3>\n

La domanda rimane sorprendentemente forte, poich\u00e9 i volumi nel settore dell’intelligenza artificiale (IA) compensano il calo nell’e-commerce, che negli ultimi due o tre anni \u00e8 stato il principale motore di crescita del trasporto aereo. Niall van de Wouw, Chief Airfreight Officer di Xeneta, ha definito la crescita della domanda a giugno notevole, sottolineando che i volumi attuali del trasporto aereo „sfidano la gravit\u00e0“, principalmente a causa dell’aumento delle spedizioni legate all’IA sulle rotte tra la regione Asia-Pacifico e il Nord America.<\/p>\n

„Gli effetti dell’IA sono facili da sottovalutare, poich\u00e9 rappresentano solo una piccola parte del volume totale del trasporto aereo – meno del 10% di ci\u00f2 che viene trasportato. Ma i fatti che confermano il loro ruolo come principale motore della crescita del trasporto aereo sono innegabili“, ha affermato van de Wouw.<\/p>\n

Le vendite globali di semiconduttori sono pi\u00f9 che raddoppiate ad aprile rispetto all’anno precedente, aumentando del 106%, rappresentando la crescita pi\u00f9 forte dalla creazione delle statistiche sul commercio dei semiconduttori da parte dell’Organizzazione World Semiconductor Trade Statistics nel 1986. Questo aumento ha reso l’area transpacifica il corridoio di trasporto aereo pi\u00f9 forte di quest’anno, anche se i volumi tra Cina e Stati Uniti sono diminuiti a causa dei dazi.<\/p>\n

Sebbene i prezzi del trasporto aereo mostrino segni di allentamento a livello globale, i prezzi sui corridoi del Nord-Est e del Sud-Est asiatico verso il Nord America, che beneficiano maggiormente delle spedizioni legate all’IA, sono un chiaro segnale di successo nel settore dell’IA. Questi sono aumentati nella settimana finale di giugno del 41% e del 42% rispetto alla fine di febbraio.<\/p>\n

Domanda sostenibile e calo dell’e-commerce<\/h3>\n

Nonostante la crescita rallentata dei prezzi, la domanda mostra pochi segni di raffreddamento. La crescita del 7% a giugno ha superato le aspettative, mentre l’offerta \u00e8 aumentata del 3%, principalmente grazie al ritorno delle capacit\u00e0 che erano state sospese a causa delle interruzioni in Medio Oriente. Questa disparit\u00e0 ha aumentato il fattore di carico dinamico di tre punti percentuali rispetto all’anno precedente, raggiungendo il 62%.<\/p>\n

La domanda di trasporto aereo aumenter\u00e0 del 4% nei primi sei mesi del 2026 rispetto all’anno precedente, un dato che secondo Xeneta nel suo ultimo aggiornamento sull’Air Freight Outlook non era stato previsto.<\/p>\n

Tuttavia, la domanda di e-commerce, che negli ultimi anni ha guidato la crescita del trasporto aereo, mostra segni di calo. Le esportazioni cinesi nel settore dell’e-commerce (grafico) e dei beni a basso valore sono diminuite del 7% a maggio rispetto all’anno precedente, segnando il sesto calo consecutivo. La situazione varia a seconda della destinazione: le spedizioni verso l’Europa sono diminuite del 15%, quelle verso l’Asia-Pacifico del 4%, mentre i flussi verso gli Stati Uniti sono aumentati del 26%, ma rimangono al di sotto dei livelli precedenti al divieto di esenzione de minimis.<\/p>\n

Una parte del calo potrebbe rappresentare un cambiamento, poich\u00e9 i pacchetti B2C individuali vengono trasformati in consegne aeree consolidate pi\u00f9 grandi, che non vengono registrate nei dati sui pacchetti dell’e-commerce. Tuttavia, la tendenza sottostante \u00e8 chiara: dopo anni come il principale elemento di crescita del trasporto aereo, il motore dell’e-commerce B2C si \u00e8 fermato.<\/p>\n

 <\/p>\n

tiaca.org<\/a><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

La domanda globale di trasporto aereo \u00e8 aumentata del 7% a giugno 2026, mentre i prezzi mostrano segni di stabilizzazione, in particolare sui corridoi verso il Nord 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