Why would you short Tassals *now*?, page-938

I doubt there'll be any improvement in air freight capacity at the 'end of September (2021)'.

80 per cent of this, pre-COVID-19, was in the holds of passenger-carrying aircraft. The number of airlines serving Australia from overseas has decreased markedly. NSW ihas reduced its weekly allowable inbound traveller number from around 3000 to 1500, and may cut that further after 8 September. Victoria and Queensland are accepting far fewer each week, so all this means fewer passenger flights as freight and mail alone does not make them viable.