IATA forecasts the airline sector will earn only $23 billion this year, down from the pre‑war $45 billion target, as jet fuel prices climb and Middle East tensions strain routes.

Citi’s analyst Samuel Seow rates Qantas’s new Sydney‑London nonstop as a solid buy, noting a 20% revenue‑per‑average‑seat‑kilometer premium compared to its domestic route and the A350’s higher freight capacity.

Oxford Economics surveys warn that Strait of Hormuz traffic may stay below pre‑war levels through 2027, easing recession fears but keeping shipping costs high.

These data signal tighter margins for airlines and higher costs for shippers, tightening the profitability landscape for the transport industry.