Стоимость экспресс-доставки вырастет на 11% из-за роста цен на топливо и тарифов перевозчиков

The express parcel rate per package sequentially climbed 5.9% in the second quarter driven by elevated fuel surcharges, higher billed weight and a rise in premium service, and is expected to rise 11% year over year in the current period, according to a latest benchmark report from AFS Logistics and TD Cowen investment bank released on Tuesday. The TD Cowen/AFS Freight Index for express parcels is projected to reach a record high of 15.8% above the 2018 baseline in the third quarter, although the per-package price will only tick up 0.3% from the April-June period. Meanwhile, ground parcel rates are expected to increase 5.2% year over year, putting the sector on track to make 2026 the year with the highest cost per package on record. After hitting a record high of 42.4% above the baseline, the ground parcel rate per package index is projected to ease in line with seasonal trends, falling 2.6% quarter over quarter to 38.7%. Carriers have responded to rising diesel and jet fuel costs stemming from the Iran war, and its impact on crude oil prices, with escalating surcharges. Fuel surcharges in the second quarter rose 65.4% year over year, reflecting the rise in fuel prices and careers' fuel surcharge adjustments, the report said. Fuel surcharges remain a cornerstone of FedEx and UPS pricing strategy, with collections from surcharges exceeding expenditures and acting as a profit center. A major reason fuel surcharges continue to rise is that the big carriers continue rewriting the formula for calculating the fee, ensuring that fuel surcharge revenue holds firm even as actual diesel prices eventually fall, the TD Cowen/AFS Logistics report said. If diesel falls to $4 per gallon, shippers will still pay more than a 24% fuel surcharge, compared to just 21% under last year's tables. In the second quarter, spiking diesel prices translated into average net fuel surcharge per package increasing 40% year over year, according to TD Cowen/AFS Logistics. Fuel prices, however, are on their way back up. The resurgence of hostilities between the United States and Iran over the weekend caused the retail diesel price to jump 22 cents to $4.79 per gallon on Monday after a nine-week decline, although prices are still lower than they were four weeks ago. Discount levels also declined from the first to second quarter, with both FedEx (NYSE: FDX) and UPS (NYSE: UPS) tightening pricing, a reversal of the first-quarter dynamic of FedEx offering deeper discounts and UPS tightening pricing. In the express arena, FedEx employed deeper discounts while UPS kept pricing higher.