Ryanair warns airfares will rise if fuel prices stay high

CommodityGeopolitics Impact 4
โดย Moneywise.com under the title·USIR·Read original
Summary · why it matters

Ryanair, one of Europe's largest low-cost airlines, warns that airfares will keep rising if jet fuel prices remain high into 2027, and that some carriers may struggle to survive. The warning follows an escalation in the U.S.-Iran war, which has heightened fears of supply disruptions in the Strait of Hormuz, a key route for about one-fifth of the world's seaborne jet fuel trade. Jet fuel prices have neared $140 a barrel, and the global average jet fuel price is 74.2% higher than last year's average, according to IATA. Ryanair, which has hedged about 80% of its fuel costs at $67 a barrel, is cutting winter traffic targets by about 2 million passengers to reduce exposure to unhedged fuel. Unhedged U.S. carriers like American, United, and Delta each face about $400 million in additional monthly fuel costs, according to DWU Consulting, and may raise ticket prices or cut routes. Travelers are advised to book sooner rather than later, consider hedged airlines for international trips, and avoid basic economy tickets to maintain flexibility.

Impact on stocks 4

Industrials± Mixed · 3 stocks
Ryanair Holdings plc
RY4C
▲ PositiveSupplyrelevance

Hedged at $67/barrel, cuts winter traffic to reduce exposure, benefits from rivals' pain.

Delta Air Lines Inc
DAL
▼ NegativeSupplyrelevance

Unhedged fuel costs add $400M monthly, may raise prices or cut routes.

Robotics & Physical AI▲ · 1 stocks
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