Aviation Industry (incl Maintenance) 02 (Jun 20 - Dec 26)

[behappyalways]

"Chinese airlines are recording weak profits despite their far lower employee costs...United & Air China employ about the same amount of people: 107K vs 105K. Yet United spent $16.7 billion on salaries & related costs last yr, while Air China spent $4.8B"
https://x.com/ChinaBeigeBook/status/1987718557304811614

[behappyalways]

In response to comments from Kaohsiung suggesting "Taiwan is in trouble," China angrily cut 900 Japan-China flights…

針對高雄「台灣有麻煩」的言論，中國憤怒地削減了900個日中航班…

https://m.youtube.com/watch?v=EUDumfrFJ68

[behappyalways]

Despite Headwinds: Airlines On Track For A Record Year
https://www.zerohedge.com/economics/des ... ecord-year

[behappyalways]

First Deutsche Bank, Now UBS Warns U.S. Airlines "Nearly 100% Unhedged" Against Energy Shock
https://www.zerohedge.com/markets/first ... ergy-shock

[behappyalways]

Jet Fuel Prices Soar As War In Iran Ripples Through Global Aviation
https://www.zerohedge.com/political/jet ... l-aviation

[winston]

Airfares rise in China and beyond amid Gulf oil shock, with 9% increases feared

by Ralph Jennings

Surging jet fuel prices amid the US-Israel war on Iran are pushing global airlines including Chinese carriers to raise fares, with an industry leader warning that prices could rise by up to 9 per cent if the energy crisis continues.

China Eastern Airlines, China Southern Airlines and at least two private Chinese carriers are among a growing list of global airlines that have raised fares since US-Israeli strikes on Iran started on February 28.

Global airfares could rise by 8 to 9 per cent if fuel prices remain high, the International Air Transport Association’s director general estimated earlier this month.

Source: SCMP

https://www.scmp.com/economy/china-econ ... pe=section

[behappyalways]

National airline fuel surcharges increase by 157%, China Airlines by 500%.

國籍航空燃油附加費 漲157% 中航空500%｜方念華｜FOCUS全球新聞20260407 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=_GGlVfJNFgY

[behappyalways]

Critical Shortage Of Jet Fuel: EU Airlines Have Just 6 Weeks Supply Left
https://www.zerohedge.com/energy/critic ... upply-left

[winston]

Sky-High Stakes: United and American Merger Rumors

by Jeffrey Neal Johnson


Key Points

Recent news of potential industry consolidation has driven a significant upward trend in the stock prices of the major domestic passenger carriers.

A strategic combination between leading airlines would create massive economies of scale and help protect operating margins from future energy price spikes.

Strong balance sheets and active share buyback programs among the larger carriers indicate a high level of confidence in the long term aviation industry.

Source: Market Beat

[behappyalways]

Battered Budget Airlines Ask White House For $2.5 Billion Lifeline
https://www.zerohedge.com/markets/batte ... n-lifeline