
为应对航空燃油价格飙升,全球航司正加大航班取消与飞机停飞力度,未来数月航空旅客恐将面临更多出行困扰。
荷兰旗舰航司荷兰皇家航空公司(KLM)成为最新一家削减航班计划的航司,该公司上周四宣布,未来一个月内将取消阿姆斯特丹史基浦机场的80个往返航班。此前,美国联合航空控股公司(United Airlines Holdings Inc.)、德国汉莎航空(Deutsche Lufthansa AG)、国泰航空有限公司(Cathay Pacific Airways Ltd.)均已通过削减航班控制损失,如今荷航也加入了这一行列。
根据航空数据分析机构睿思誉(Cirium)汇编的数据,5月全球运力下降约3个百分点,全球前20大航司中,仅有一家维持原有运力,其余均已削减航班。该机构正修正年初作出的全年运力增长4%—6%的预测,称在特定情境下,运力降幅可能高达3%。
睿思誉高级顾问理查德·埃文斯(Richard Evans)在上周四发布的报告中写道:“未来航空运力极有可能进一步削减。”
伊朗战争爆发后,航空业动荡最初仅局限于中东地区航司、机场及空域。如今这场动荡已蔓延开来,甚至可能冲击全球利润丰厚的夏季旅游旺季。随着美国海军封锁霍尔木兹海峡、切断伊朗石油运输通道,这场危机短期内没有结束迹象。
达美航空(Delta Air Lines Inc.)首席执行官埃德·巴斯蒂安(Ed Bastian)在宣布本季度燃油成本将额外增加25亿美元时表示:“我们目前运营的处于盈亏平衡边缘、无法达到预期收益水平的航班,都可能被重新评估。这将是对整个行业的一场考验。”
雪上加霜的是,人们担心航空燃油供应是否充足。国际能源署表示,欧洲的燃油储备“仅够维持约六周”,瑞安航空(Ryanair Holdings Plc)、维珍大西洋航空(Virgin Atlantic Airways)和易捷航空的燃油储备,预计最多仅能支撑到5月中旬。
欧盟表示,其“在不久的将来”可能面临航空燃油供应短缺困境。一位发言人上周五在布鲁塞尔表示,该组织正在制定一项联合行动计划,以应对霍尔木兹海峡局势持续恶化的局面。
伊朗上周五称霍尔木兹海峡对商业航运“完全开放”,这一表态为当前的航空业带来了一丝喘息空间。消息公布后,基准布伦特原油价格跌幅一度达11%。由于冲突双方仍试图保留谈判筹码,任何相关协议都仍十分脆弱。
近期的运力调整表明,多数航司已进入自保模式,预计这场冲突在可预见的未来仍将对业务造成冲击。即便所有战事很快结束,受损的基础设施也可能需要数月乃至数年时间才能修复。
作为欧洲最大航司,汉莎航空上周因一系列罢工加剧燃油危机,采取了激进措施。该公司关闭了旗下CityLine子公司,停飞27架飞机,并通过停飞老旧、高油耗的宽体客机,削减其余航线网络的运力。
汉莎航空集团首席财务官蒂尔·施特赖歇特(Till Streichert)上周四表示:“鉴于航空燃油成本飙升,叠加持续的地缘政治动荡,加速调整机队结构与运力配置已成为必然选择。”
类似举措不胜枚举。汉莎航空集团旗下雪绒花航空(Edelweiss)已暂停丹佛和西雅图航线,并减少飞往拉斯维加斯的航班班次。
加拿大航空(Air Canada)上周五宣布,已取消蒙特利尔和多伦多飞往纽约约翰·菲茨杰拉德·肯尼迪机场的航班,仍将继续运营飞往纽瓦克和拉瓜迪亚机场的航班。
挪威廉价航空公司Norse Atlantic ASA已停飞所有往返洛杉矶的航班。维珍大西洋航空在运营伦敦-利雅得航线仅一年后便宣布取消该航线;英国航空也停飞了直飞吉达航线。
尼日利亚多家航司发出警告,称其正“面临生存危机”,若政府未能出台政策降低燃油价格,未来数日航司可能全面停飞。
澳洲航空(Qantas Airways Ltd.)正削减赴美航班,并将国内航线运力削减约5%,原因是该航司预计本财年下半年燃油成本将增加8亿澳元(约合5.75亿美元)。
国泰航空将在5月中旬至6月底期间,将亚太地区整体航班班次削减2%。其处于亏损状态的廉航子公司香港快运航空(HK Express)则将实施更大力度的运力削减,降幅达6%。
在此之前,国泰航空已对长途往返航班征收高达400美元的燃油附加费。
国泰航空首席客户及商务官刘凯诗(Lavinia Lau)在4月11日的声明中表示:“我们已竭尽所能确保航班正常运营。然而,这些措施仍不足以抵消燃油成本的大幅上涨。”
多家欧洲航司至少在未来数月内将对燃油价格进行充分对冲,而作为全球运力规模最大的群体,多数美国航司未进行对冲,最终将承担最为高昂的燃油成本。
美国联合航空是最早宣布削减运力的航司之一,计划今年削减5%的运力,相关削减措施将持续至9月。达美航空则通过上调票价、削减约3.5%的运力,来应对燃油成本上涨。
彭博新闻社对中国航空数据服务商DAST的数据分析显示,同样未进行燃油价格对冲的中国大陆航司,日常航班取消量正持续攀升。根据彭博新能源财经(BloombergNEF)汇编的数据,随着航班取消量增加,中国航司每日国内航班安排量也有所下调。
“五一”黄金周(为期五天的公共假期)来临前夕,众多中国旅客在社交媒体上抱怨航班临飞前被取消。随着全球旅客预订夏秋假期的出行机票,他们可能会发现,许多飞往小众目的地的航线,已从全球航空版图上消失。
Goodbody分析师达德利·尚利(Dudley Shanley)表示:“如果航空燃油价格长期维持高位,将会有更多航班被取消。”(财富中文网)
译者:中慧言-王芳
为应对航空燃油价格飙升,全球航司正加大航班取消与飞机停飞力度,未来数月航空旅客恐将面临更多出行困扰。
荷兰旗舰航司荷兰皇家航空公司(KLM)成为最新一家削减航班计划的航司,该公司上周四宣布,未来一个月内将取消阿姆斯特丹史基浦机场的80个往返航班。此前,美国联合航空控股公司(United Airlines Holdings Inc.)、德国汉莎航空(Deutsche Lufthansa AG)、国泰航空有限公司(Cathay Pacific Airways Ltd.)均已通过削减航班控制损失,如今荷航也加入了这一行列。
根据航空数据分析机构睿思誉(Cirium)汇编的数据,5月全球运力下降约3个百分点,全球前20大航司中,仅有一家维持原有运力,其余均已削减航班。该机构正修正年初作出的全年运力增长4%—6%的预测,称在特定情境下,运力降幅可能高达3%。
睿思誉高级顾问理查德·埃文斯(Richard Evans)在上周四发布的报告中写道:“未来航空运力极有可能进一步削减。”
伊朗战争爆发后,航空业动荡最初仅局限于中东地区航司、机场及空域。如今这场动荡已蔓延开来,甚至可能冲击全球利润丰厚的夏季旅游旺季。随着美国海军封锁霍尔木兹海峡、切断伊朗石油运输通道,这场危机短期内没有结束迹象。
达美航空(Delta Air Lines Inc.)首席执行官埃德·巴斯蒂安(Ed Bastian)在宣布本季度燃油成本将额外增加25亿美元时表示:“我们目前运营的处于盈亏平衡边缘、无法达到预期收益水平的航班,都可能被重新评估。这将是对整个行业的一场考验。”
雪上加霜的是,人们担心航空燃油供应是否充足。国际能源署表示,欧洲的燃油储备“仅够维持约六周”,瑞安航空(Ryanair Holdings Plc)、维珍大西洋航空(Virgin Atlantic Airways)和易捷航空的燃油储备,预计最多仅能支撑到5月中旬。
欧盟表示,其“在不久的将来”可能面临航空燃油供应短缺困境。一位发言人上周五在布鲁塞尔表示,该组织正在制定一项联合行动计划,以应对霍尔木兹海峡局势持续恶化的局面。
伊朗上周五称霍尔木兹海峡对商业航运“完全开放”,这一表态为当前的航空业带来了一丝喘息空间。消息公布后,基准布伦特原油价格跌幅一度达11%。由于冲突双方仍试图保留谈判筹码,任何相关协议都仍十分脆弱。
近期的运力调整表明,多数航司已进入自保模式,预计这场冲突在可预见的未来仍将对业务造成冲击。即便所有战事很快结束,受损的基础设施也可能需要数月乃至数年时间才能修复。
作为欧洲最大航司,汉莎航空上周因一系列罢工加剧燃油危机,采取了激进措施。该公司关闭了旗下CityLine子公司,停飞27架飞机,并通过停飞老旧、高油耗的宽体客机,削减其余航线网络的运力。
汉莎航空集团首席财务官蒂尔·施特赖歇特(Till Streichert)上周四表示:“鉴于航空燃油成本飙升,叠加持续的地缘政治动荡,加速调整机队结构与运力配置已成为必然选择。”
类似举措不胜枚举。汉莎航空集团旗下雪绒花航空(Edelweiss)已暂停丹佛和西雅图航线,并减少飞往拉斯维加斯的航班班次。
加拿大航空(Air Canada)上周五宣布,已取消蒙特利尔和多伦多飞往纽约约翰·菲茨杰拉德·肯尼迪机场的航班,仍将继续运营飞往纽瓦克和拉瓜迪亚机场的航班。
挪威廉价航空公司Norse Atlantic ASA已停飞所有往返洛杉矶的航班。维珍大西洋航空在运营伦敦-利雅得航线仅一年后便宣布取消该航线;英国航空也停飞了直飞吉达航线。
尼日利亚多家航司发出警告,称其正“面临生存危机”,若政府未能出台政策降低燃油价格,未来数日航司可能全面停飞。
澳洲航空(Qantas Airways Ltd.)正削减赴美航班,并将国内航线运力削减约5%,原因是该航司预计本财年下半年燃油成本将增加8亿澳元(约合5.75亿美元)。
国泰航空将在5月中旬至6月底期间,将亚太地区整体航班班次削减2%。其处于亏损状态的廉航子公司香港快运航空(HK Express)则将实施更大力度的运力削减,降幅达6%。
在此之前,国泰航空已对长途往返航班征收高达400美元的燃油附加费。
国泰航空首席客户及商务官刘凯诗(Lavinia Lau)在4月11日的声明中表示:“我们已竭尽所能确保航班正常运营。然而,这些措施仍不足以抵消燃油成本的大幅上涨。”
多家欧洲航司至少在未来数月内将对燃油价格进行充分对冲,而作为全球运力规模最大的群体,多数美国航司未进行对冲,最终将承担最为高昂的燃油成本。
美国联合航空是最早宣布削减运力的航司之一,计划今年削减5%的运力,相关削减措施将持续至9月。达美航空则通过上调票价、削减约3.5%的运力,来应对燃油成本上涨。
彭博新闻社对中国航空数据服务商DAST的数据分析显示,同样未进行燃油价格对冲的中国大陆航司,日常航班取消量正持续攀升。根据彭博新能源财经(BloombergNEF)汇编的数据,随着航班取消量增加,中国航司每日国内航班安排量也有所下调。
“五一”黄金周(为期五天的公共假期)来临前夕,众多中国旅客在社交媒体上抱怨航班临飞前被取消。随着全球旅客预订夏秋假期的出行机票,他们可能会发现,许多飞往小众目的地的航线,已从全球航空版图上消失。
Goodbody分析师达德利·尚利(Dudley Shanley)表示:“如果航空燃油价格长期维持高位,将会有更多航班被取消。”(财富中文网)
译者:中慧言-王芳
Airline passengers should brace for more aggravation in the next few months as carriers around the world deepen cancellations and ground planes to cope with stratospheric increases in jet-fuel prices.
Dutch flag carrier KLM is the latest company to cut its schedule, saying Thursday it will scrap 80 return flights at Amsterdam’s Schiphol Airport in the coming month. That puts it in the same league as United Airlines Holdings Inc., Deutsche Lufthansa AG and Cathay Pacific Airways Ltd. which have all pruned itineraries to contain the damage.
Global capacity for May has been reduced by about 3 percentage points, with all but one of the 20 largest airlines slashing flights, according to data compiled by analytics firm Cirium Ltd. It’s revising an initial prediction of 4%-6% growth for the year and says a decline of as much as 3% is possible under certain conditions.
“It appears extremely likely that more reductions are ahead,” wrote Richard Evans, a senior consultant at Cirium, in a report released Thursday.
The disruptions roiling the aviation industry after the war in Iran started were initially limited to Middle Eastern airlines, their airports and airspace. They’ve since become contagious and threaten to upend the lucrative summer travel season globally. And with the US naval blockade of the Strait of Hormuz cutting off Iranian oil shipments, there’s no immediate end in sight.
“Any flying that we’re doing that’s on the margin, maybe not producing the yields we’d like, is likely going to be reconsidered,” Delta Air Lines Inc. Chief Executive Officer Ed Bastian said while announcing an extra $2.5 billion in fuel costs this quarter. “This is going to be a test for the industry.”
Compounding the challenge are concerns about whether there’s even enough jet fuel to go around. The International Energy Agency says Europe has “maybe six weeks” of supplies left, and Ryanair Holdings Plc, Virgin Atlantic Airways and EasyJet Plc only gave forecasts on availability that didn’t stretch beyond mid-May.
The European Union said it may face supply issues for jet fuel “in the near future.” The bloc is preparing a joint action plan in case the situation in the Strait of Hormuz persists, a spokesperson said Friday in Brussels.
For now, the industry may have gained some breathing room when Iran said Friday the strait was “completely open” to commercial traffic. Benchmark Brent crude subsequently fell as much as 11%. But any agreement remains brittle, with both sides seeking to maintain leverage in the conflict.
The recent adjustments in capacity signal that many airlines are entering self-preservation mode with the expectation that the conflict will be detrimental to business for the foreseeable future. Even if all fighting ends soon, damaged infrastructure will likely take months or years to repair.
Lufthansa, Europe’s biggest airline, took drastic measures this past week as a series of strikes exacerbated its fuel crisis. It shut down the CityLine unit, withdrawing 27 planes from service, and trimmed capacity across the rest of its network by grounding older, fuel-guzzling widebody jets.
“The package to accelerate fleet and capacity measures is unavoidable given the sharp rise in jet fuel costs and ongoing geopolitical instability,” Till Streichert, the group’s chief financial officer, said Thursday.
The list goes on. The group’s Edelweiss brand suspended Denver and Seattle flights and reduced frequencies to Las Vegas.
Air Canada on Friday announced that it has canceled services from Montreal and Toronto to New York’s John F. Kennedy airport, though it will continue to serve Newark and La Guardia.
Norse Atlantic ASA, a Norwegian budget airline, halted all flights to and from Los Angeles. Virgin Atlantic scrapped its London-to-Riyadh service after just one year in operation, and British Airways dropped its Jeddah route.
Nigerian airlines warned they’re “facing existential threats” and may halt flights in coming days unless measures are taken to lower fuel prices.
Qantas Airways Ltd. is reducing its flights to the US and will also cut domestic flight capacity by about 5% as it estimates an extra A$800 million ($575 million) on its fuel bill in the second half of its fiscal year.
Hong Kong’s Cathay Pacific is cutting 2% of flight frequencies across the Asia-Pacific region from mid-May to the end of June. Its money-losing budget unit, HK Express, is implementing a steeper 6% pullback.
The cuts come after fuel levies of as much as $400 were imposed on long-haul, round-trip services.
“We have pursued every suitable means to keep our flights operating as normal,” Cathay Chief Customer and Commercial Officer Lavinia Lau said in an April 11 release. “However, these measures have not been enough to mitigate the significantly increased fuel costs.”
Many European airlines are well-hedged on fuel at least for the coming months, while most US airlines — the biggest carriers in the world by capacity — don’t hedge and wind up facing the biggest bills.
United Airlines Holdings Inc. was among the earliest to earmark cuts, shaving 5% of capacity this year, with reductions through September. Delta is coping with its higher fuel bill by pushing through price hikes and making capacity reductions reaching about 3.5%.
Mainland China-based airlines, which also lack fuel-hedging protection, are stepping up daily flight cancellations, according to a Bloomberg News analysis of data from Chinese provider DAST. The uptick in cuts comes as Chinese carriers schedule fewer daily domestic flights, according to data compiled by BloombergNEF.
Scores of Chinese travelers have taken to social media to complain about late-notice cancellations just before the five-day “Golden Week” public holiday in May. And as travelers around the world book their summer and fall vacations, they may find that many routes to lesser-flown destinations have been wiped off the global aviation map.
“If the price of jet fuel remains elevated for an extended period there will be more cancellations,” said Dudley Shanley, an analyst at Goodbody.