Boeing [NYSE: BA] projects in its 2026 World Air Cargo Forecast that air cargo traffic will double over the next 20 years, driving the freighter fleet to exceed 4,000 airplanes by 2045. Growth will be fueled by time-sensitive shipments for advanced manufacturing and AI hardware, diversifying supply chains and rising e-commerce volumes as carriers adapt route networks to shifting trade lanes and manage geopolitical disruptions.

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