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11.03.26 - 06:48
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Airlines hike fares as Middle East conflict sends fuel costs soaring (Times of India)
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Escalating US-Iran tensions are causing sharp volatility in oil markets and significantly impacting the aviation industry. Airlines are raising fares and fuel surcharges due to surging jet fuel costs and airspace restrictions, leading to flight cancellations and passenger disruptions. Oil prices are whipsawing amid uncertainty, with potential emergency reserve releases being considered....
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10.03.26 - 20:48
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Airlines Still Waiting on Final Decision on O′Hare Flight Cap (Bloomberg)
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Airlines are still waiting for the US Federal Aviation Administration to determine how steep flight reductions will be at Chicago O'Hare International Airport this summer after they were previously told daily operations could be capped at as low as 2,500 takeoffs and landings....
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10.03.26 - 19:24
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Shipping CEO on Hormuz Disruptions & Yardeni′s 35% Meltdown Warning | Open Interest 3/10/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Markets shaking off escalating airstrikes in the Middle East even as Iranian officials say they're not seeking a truce. Hedge funds are still navigating wild volatility, while Bill Ackman moves ahead with a potential $10 billion IPO for Pershing Square. Amazon is kicking off one of the largest corporate bond offerings ever to power the AI boom. We're breaking it all down with Savanthi Syth on rising airfares, René Kofod-Olsen on shipping disruptions in the Strait of Hormuz, and Ed Yardeni, who puts the odds of a market meltdown at 35%. (Source: Bloomberg)...
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10.03.26 - 17:39
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First Deutsche Bank, Now UBS Warns U.S. Airlines "Nearly 100% Unhedged" Against Energy Shock (ZeroHedge)
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First Deutsche Bank, Now UBS Warns U.S. Airlines "Nearly 100% Unhedged" Against Energy Shock
Building on Deutsche Bank analyst Michael Linenberg's warning last week that surging jet fuel prices pose an "existential threat" to airlines, analysts at UBS offered their own take on the unfolding energy shock set to unleash turbulence across the industry, noting that U.S. airlines are "nearly 100% unhedged" against jet fuel costs above $4 per gallon.
"US airlines are nearly 100% unhedged, with only DAL's refinery providing it a partial hedge against jet crack spreads. As such, the earnings degradation at $4+ fuel is likely to be significant and widespread," analyst Atul Maheswari wrote in a note on Monday.
Maheswari said Delta, United, and Southwest could still deliver a "meager profit" with Jet A fuel prices over $4, but "none of the other airlines will make money if fuel remains at these levels, with some airlines likely to be deep in the re...
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10.03.26 - 15:31
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Shipping CEO: Strait of Hormuz Effectively Closed (Bloomberg)
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Hundreds of ships are stacking up near Hormuz as conflict shakes oil markets and disrupts shipping lanes. Group CEO of V.Group René Kofod-Olsen joined Bloomberg Open Interest to discuss what he's seeing int he region as traffic in the Strait comes to a virtual standstill. (Source: Bloomberg)...
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10.03.26 - 12:06
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Middle East crisis: Asian airlines raise fares as war fuels oil shock fears (Times of India)
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Asian airlines are hiking fares and planning for potential flight groundings as the Middle East conflict fuels a major oil shock. Indian carriers have already raised long-haul ticket prices by 15%, with Vietnam warning of up to 70% increases. Many Asian airlines, lacking robust fuel hedging, face significant vulnerability as jet fuel prices double, threatening operations and travel demand....
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