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17.03.26 - 19:06
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UBS Eyes Possible Bottom In Airline Stocks After Bear Market (ZeroHedge)
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UBS Eyes Possible Bottom In Airline Stocks After Bear Market
The S&P 500 Passenger Airlines Index has tumbled into a bear market since Operation Epic Fury unleashed flight disruptions across the Middle East and sent Jet A fuel prices sharply higher, with Deutsche Bank warning the fuel price shock could become an "existential threat" for the weakest carriers. The key question now is whether the worst of the selloff in US airline stocks is over, with UBS analysts beginning to ask if a bottom is near.
UBS analyst Atul Maheswari said that "most airlines will likely point 1Q towards the midpoint of the guidance" in the earnings season, adding, "Fuel spiked in early March, but airlines tend to hold two weeks of fuel inventory, implying higher fuel will impact only about 15 days of 1Q."
"This should cushion the drag to 1Q EPS. Plus, airlines have been talking up demand through the course of the quarter, suggesting upside to 1Q RASM. With respect to FY guide, we ...
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17.03.26 - 14:42
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Airlines See Surge in Demand as Fuel Prices Rise (Bloomberg)
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Airlines are seeing a surge in demand as customers try to lock in their tickets ahead of a likely surge in prices due to fuel costs brought on by the war in the Middle East. Delta and American Airlines are both forecasting strong sales. Bloomberg's Benedikt Kammel reports. (Source: Bloomberg)...
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17.03.26 - 14:30
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Iraq Negotiates With Iran To Reopen Vital Oil Shipping Route (ZeroHedge)
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Iraq Negotiates With Iran To Reopen Vital Oil Shipping Route
Authored by Tsvetana Paraskova via OilPrice.com,
The federal Iraqi government is in contact with Iran to persuade Tehran to allow some Iraqi oil tankers to pass through the Strait of Hormuz, Iraq's Oil Minister Hayyan Abdul Ghani said on Tuesday.
“There is communication with Iran regarding allowing the passage of some Iraqi oil tankers,” the minister said in statements carried by the Iraqi News Agency (INA).
Iraq, unlike Saudi Arabia and the United Arab Emirates (UAE), doesn't have any options – even partial – to bypass the Strait of Hormuz, which has been closed for over two weeks now, forcing Baghdad to slash oil production as storage sites and tankers available in the Gulf filled up.
Iraq was the first to announce more than a week ago it was slashing crude oil production amid the de facto blockade of the Strait of Hormuz.
Last week Iraq said it would maintain crude oil production at roughly 1.4 million barrels p...
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17.03.26 - 04:30
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Airline chief hopes DHS shutdown ends for TSA by April (The Hill)
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Airlines for America CEO and former New Hampshire Gov. Chris Sununu on Monday said he hopes the Department of Homeland Security (DHS) shutdown currently affecting the Transportation Security Administration (TSA) will end by April. "At most, my hope is that it's maybe the first week in April, at most, when the new secretary comes in,"......
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16.03.26 - 20:24
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Spiking Airline Fees May Stick Around If War Drags On (Bloomberg)
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Airline passengers could see ticket prices increase and remain at elevated levels if the Strait of Hormuz that's a key passageway for oil transports isn't secured by Memorial Day, according to the head of an industry group representing the largest carriers in the US....
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16.03.26 - 17:51
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"Problem Is Solvable": Airline CEOs Urge Congress To End Shutdown, Pay TSA Workers (ZeroHedge)
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"Problem Is Solvable": Airline CEOs Urge Congress To End Shutdown, Pay TSA Workers
The Department of Homeland Security's social media team on X spent the weekend blaming Democrats for the travel chaos unfolding at airports nationwide, as TSA agents failed to report to work during a funding lapse caused by Senate Democrats' refusal to fund the DHS budget without reforms to ICE and Border Patrol.
"Thanks to the Democrats' shutdown, travelers at Austin-Bergstrom International Airport are again seeing MASSIVE security lines this morning," DHS said on X on Saturday. "The Democrats' political games are making spring break travel a NIGHTMARE for Americans as they continue to withhold funding from DHS and refuse to pay our heroic @TSA officers."
Thanks to the Democrats' shutdown, travelers at Austin-Bergstrom International Airport are again seeing MASSIVE security lines this morning.
The Democrats' political games are making spring break travel a NIGHTMARE for Ameri...
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