​​​​​​​​​​​​​​​​​​​​​​​These pages provide analysis of economic and policy developments affecting the financial performance of the global airline industry.​​​​​​​​​​

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342 reports found


High inflation rates negatively affect RPKs in P.R. China

Air travel in the domestic Chinese market tends to be dampened by rising inflation rates

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Not all countries are affected equally by energy prices

Although crude oil prices retreated from their peak in June, world energy prices on average continued to rise in August, reaching the highest level since 2008

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China skews aggregate measures of the APAC recovery

Asia Pacific air travel demand is expected to rebound strongly when China lifts its remaining travel restrictions

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The job-rich economic slowdown

Labor markets are tight and unemployment rates low while GDP growth contracts

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Easing restrictions met with high demand in Asia Pacific

As major markets remain closed, widely different outcomes are observed in the recovery of international connectivity among countries in the Asia Pacific.

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Soaring jet fuel prices now trending downward

Global supply of oil recovered in June, and prices are expected to continue trending down till next year at least.

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Tight labor markets and the fear of recession

Low and falling unemployment rates should allay fears of recession in the US and beyond.

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The recovery in global air traffic continues

Airlines continue to demonstrate resilience and adaptability in both passenger and cargo markets.

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Economic headwinds expected to continue in 2023

The IMF lowered its global GDP forecast for 2022 to 3.2%, providing further confirmation that the operating environment for the air transport industry is likely to remain challenging

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Challenging passenger demand surge amid wider recovery

The air transport industry is facing new challenges during the current northern hemisphere summer peak season in this phase of the recovery

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Premium passenger shares back on pre-pandemic trends

Our analysis shows signs that regional shares of premium RPKs resumed their pre-pandemic trend

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Outsized market power in parts of the aviation value chain

Return on invested capital are uneven the value chain while airlines have delivered great benefits

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Recovery in EBIT margins is on track in all regions

EBIT margins in all the regions are forecast to improve in 2022 compared to 2021, with North American airlines expected to be the outperformers

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Profitability in sight after three challenging years

Industry losses are expected to continue to reduce drastically over 2022

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Low unemployment rates provide buffer against inflation

Low unemployment and high savings, coupled with the observed strong desire to make up for the lack of travel over the past two years, are likely to lead to buoyant air traffic growth this year, in spite of the elevated rates of inflation.

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