

The EU Just Killed De Minimis. Atlas Air Has Been Here Before | Air Cargo Unpacked
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The EU is about to scrap its €150 de minimis threshold on July 1, and the air cargo industry is bracing for the fallout. But one operator has already lived through this once. Richard Broekman, Chief Commercial Officer and Head of Sustainability at Atlas Air, which flies 113 widebody freighters, around 13% of the world's widebody freighter fleet, joins Mike King and Neel Jones Shah for the full June episode of Air Cargo Unpacked. When the US killed de minimis last year, platforms shut down sales overnight, freight got stuck at customs, and Atlas had to redeploy capacity almost instantly. Richard Broekman walks us through what actually happened to Atlas's network, and whether Europe will see the same dip-and-recover pattern when the EU makes the same change on July 1. Plus: why air freight rates are soaring even as IATA downgrades 2026 demand growth to just 0.7%; the hyperscaler data centre boom sending US high-tech imports up as much as sixfold; the charter surge through the war in Iran, with capacity up 39% year on year; Atlas Air's record 20 aircraft Airbus A350 freighter order and whether the Boeing 777X is still on the table; the Air Atlanta investment; and an honest conversation about SAF, now just 0.8% of jet fuel consumption. Rates analysis comes from Neil Wilson, editor of TAC Index, the price reporting agency on air freight rates and calculating agent for the Baltic Air Freight Indices. Air Cargo Unpacked is a Freight Buyers' Club production, brought to you by Ontegos Cloud, the freight forwarder profitability specialists. https://www.ontegos.cloud/ #aircargo #airfreight #logistics #supplychain #AtlasAir #deminimis #A350 #aviation #freightforwarding #ecommerce
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