Making Sense

Airline industry outlook: Fuel, fares and demand shifts heading into summer

· PT17M2S

Összefoglaló

A Making Sense podcast legújabb részében az elemzők a légiközlekedési iparág nyári kilátásait elemzik. Harry Gowers és Jamie Baker áttekinti, hogyan befolyásolja a geopolitikai helyzet és az üzemanyagárak változása a keresletet és a kínálatot. A beszélgetés kitér a fapados…

Röviden

Műsor
Making Sense
Megjelenés
2026. 06. 09.
Hossz
17 perc
Témák
airline industry, travel season, fuel prices, supply and demand, pricing power

Ebben az epizódban

The airline industry is heading into summer travel season under cloudy conditions. In this episode of J.P. Morgan’s Making Sense, Harry Gowers, lead analyst for European Airlines and Travel Retail stocks, and Jamie Baker, U.S.

Airline and Aircraft Leasing Equity analyst, break down their expectations for the airline industry. Together, they discuss how geopolitics and fuel prices are affecting supply and demand, why low-cost carriers are finding success in some markets and not in others and what happens to pricing power if fuel prices ease.

This episode was recorded on May 29, 2026. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P.

Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P.

Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication.

Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies.

You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information.

However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P.

Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. © 2026, JPMorganChase & Co. All rights reserved.

Említett entitások

Témák

  • airline industry
  • travel season
  • fuel prices
  • supply and demand
  • pricing power

Személyek

  • Harry Gowers
  • Jamie Baker

Szervezetek, cégek

  • JPMorgan Chase & Co.

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A Making Sense podcast legújabb részében az elemzők a légiközlekedési iparág nyári kilátásait elemzik. Harry Gowers és Jamie Baker áttekinti, hogyan befolyásolja a geopolitikai helyzet és az üzemanyagárak változása a keresletet és a kínálatot. A beszélgetés kitér a fapados… Az epizód a Making Sense című magyar podcast egyik adása, megjelenés: 2026. 06. 09..

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Fő témái: airline industry, travel season, fuel prices, supply and demand, pricing power.

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Megjelenés: 2026. 06. 09.. Hossz: 17 perc. Az epizód a Podiverzumon hallgatható meg: https://podiverzum.hu/podcast/making-sense/airline-industry-outlook-fuel-fares-and-demand-shifts-heading-into-summer-c98d638c

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