Airline executives told the Financial Times that fuel prices surging after the Iran war could become the new normal, forcing carriers to keep raising fares and possibly scale back growth plans or cut fleets. TAP Air Portugal's CEO Luís Rodrigues expects three to five difficult years because pricing power is limited. So far demand holds up: OAG estimates 2.3 billion bookings in the first half, up 1% year on year, even as fares rose. Executives worry that fuel-driven inflation will erode household purchasing power, and many carriers plan further fare hikes as fuel hedges expire. Abra's CEO Adrian Neuhauser said the industry could end up smaller than it otherwise would, while SunExpress's Marcus Schnabel said AI is 'not free' and must compete with aircraft purchases for capital.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Ngành hàng không chuẩn bị cho nhiều năm sóng gió
Read the original on Vietstock ↗
Keywords
VJCoil pricesinflationaviation
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Related tickers and likely impact
VJC
▼ Likely negativeVietjet Air
Relevance: medium
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Travel & Leisure |
| Industry | Airlines |
| Market cap | 98,060 bn VND |
| P/E | 45.0 |
| P/B | 3.72 |
| Close on 10/16/2026 | 127.50 |
| Change that session | +0.16% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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