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The impact on airlines may take a while to digest due to the spike in jet fuel which has spiked more than double and higher than the projections for 2026. What it meant here is that airlines will report compressed margins due to higher jet fuel; lower earnings if you will.
Lots of pockets of air turbulence ahead and prudent to get off the flight. Or fasten your seatbelts as the “flight path” will follow the crude oil price chart and hinges heavily on ME conflict developments. Q1 2026 will be bad and Q2 might be atrocious if ME conflict protracts.
it will take a while, at least 6 to 12 months for the damage done from the jet fuel spike; assuming demand to pick up despite the higher fuel surcharge or air fares.
