Air Fares May Not Fall Until September Despite Lower Oil Prices After Trump’s Iran Deal

CommodityMacro
โดย Yahoo Finance·Read original
Summary · why it matters

Airline fares are unlikely to drop significantly until fall despite a decline in oil prices following the Iran agreement, according to GasBuddy analyst Patrick De Haan. De Haan said airlines optimized capacity for high fuel prices and summer demand, so only a few deals on less utilized routes are expected, with a full drop in fares not coming until demand falls in mid-to-late August and more so in the fall when capacity exceeds demand. He noted that some international flights have already seen price drops, with fares from Chicago to Italy falling from over $1,200 to under $800. Analysts have also pointed to strong demand and the recent collapse of Spirit Aviation Holdings as factors keeping ticket prices elevated, while shipping costs have surged due to uncertainty around the Strait of Hormuz. Oil prices fell on Thursday, with West Texas Intermediate crude below $70 at $69.87 per barrel and Brent crude at $72.98 per barrel, while jet fuel cost $2.83 per gallon and the national average for gas was $3.918 per gallon.

Impact on stocks 5

Industrials▼ · 5 stocks
American Airlines Group
AAL
▼ NegativeDemandrelevance

Airline fares unlikely to drop until fall due to strong demand and optimized capacity, keeping ticket prices elevated.

Alaska Air Group Inc
ALK
▼ NegativeDemandrelevance

Airline fares unlikely to drop until fall due to strong demand and optimized capacity, keeping ticket prices elevated.

Delta Air Lines Inc
DAL
▼ NegativeDemandrelevance

Airline fares unlikely to drop until fall due to strong demand and optimized capacity, keeping ticket prices elevated.

Southwest Airlines Company
LUV
▼ NegativeDemandrelevance

Airline fares unlikely to drop until fall due to strong demand and optimized capacity, keeping ticket prices elevated.

United Airlines Holdings Inc
UAL
▼ NegativeDemandrelevance

Airline fares unlikely to drop until fall due to strong demand and optimized capacity, keeping ticket prices elevated.

Off-coverage companies 1

GasBuddyPrivate± Mixed
relevance

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