What does US-China traffic data tell us?

Tariffs and counter-tariffs are all the rage. China seems to be becoming the focal point of attention, as it has been the most vociferous opponent of US tariff hegemony. We offer a history based on the US DOT T-100 to cut through the noise and posturing. There are signs that both sides might want an off-ramp to the cycle. The data source is current through December 2024. While this does not reflect current information, we offer a history from 2010, which provides a good sense of the volumes and trends. Yesterday, we assessed the impact of the tariff rift on Boeing. The model below uses the T100 International Segment (All Carriers) dataset. Across the top, you have a series of menus to select from. You can select China as the origin or destination (default). Other countries are also listed if you want to see different markets in the same way as China, as displayed below. The left charts show the "big picture" for flights, freight, and passenger traffic (with trend lines), while the right charts show the details by airline. Because there are so many airlines, we offer a menu on top to select a specific airline. The middle right chart offers a percentage ratio of the amount of freight compared to the total payload. This is useful for looking at passenger airline belly cargo capacity. A subsequent model refinement might include this ratio by aircraft type for each airline. The model may change as we work to update and refine it. Please use the double-headed arrow at the bottom right to optimize viewing for your monitor.

US Flight Planner - US DoT On-Time Data	Airbus vs Boeing - Official OEM Data
US Airline Schedule Performance - US DoT Data	Daily OEM Production & Deliveries -

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