世界の航空業界は、中東情勢の悪化に伴う燃料価格の上昇を受け、2026年の利益見通しを大幅に引き下げました。航空各社は当初410億ドルの利益を見込んでいましたが、現在は230億ドルに下方修正しています。ジェット燃料価格の上昇と航路変更が、この修正の主な要因です。
イランでの戦争が燃料価格を押し上げ、同地域内の航空路線に混乱が生じていることから、世界の航空会社は支出の増加に直面しています。修正後の予測は、こうした運営および財務への差し迫った圧力を反映したものです。業界アナリストは、今回の変更の直接的な原因を中東の紛争と、それがサプライチェーンや航空物流に与える影響であると指摘しており、報告書内でその他の要因は挙げられていません。今回の減益はこれまでの期待から大きく後退したことを示しており、航空会社の利益が地政学的な出来事に対して非常に脆弱であることを浮き彫りにしています。
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Amid ongoing disruptions from the Middle East war that began February 28, 2026—including over 37,000 flight cancellations and airline recoveries—French travel bookings have plummeted and airfares risen due to oil price surges. Agencies urge suspending trips to nine Persian Gulf nations until March 31, while Air France and KLM impose 50-euro long-haul surcharges.
As the 2026 Middle East War disrupts supplies, the Airlines Association of Southern Africa warns of potential jet fuel shortages beyond May. Regional prices have surged from R8.50 per liter in February to over R30 by mid-April, leading to temporary fuel surcharges on new bookings.
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Industry sources say Indian airline operators are now paying additional insurance charges for every aircraft flying into the Middle East. This is significantly increasing the cost of operations on these routes. Fares may rise as a result.
The European Union is preparing non-binding guidance urging member states to reduce reliance on Middle Eastern jet fuel and consider increasing imports from the United States, a source familiar with the plans told Reuters, as the Iran war continues to disrupt energy shipments through the Strait of Hormuz.
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Airline SAS is canceling a couple of hundred flights in March and at least 1,000 in April due to sharply increased fuel prices. The company cites a doubling of fuel costs in ten days amid the Middle East war. Norwegian pilot unions question the explanation, pointing to staffing issues.
India's largest airline IndiGo has introduced new fuel surcharges of up to ₹950 per sector on domestic routes and ₹10,000 on long-haul international flights following an 8.56% rise in jet fuel prices. The government coordinated a partial and staggered increase with oil companies. The changes apply to all new bookings from April 2.