Turbulence and Tailwinds: Shifting Trends in the Airline Industry
Turbulence and Tailwinds: Shifting Trends in the Airline Industry
Skift Take
The remarkable resilience of the airline industry in the post-pandemic period is being tested once again, this time by a forced restructuring of the global economic order. As a result of recent tariff announcements, economic uncertainties are likely to reduce passenger demand, compel airlines to adjust their capacity, exacerbate supply chain issues, and potentially lead to some airlines going out of business
Report Overview
Our latest report on the airline industry is a quick assessment of key trends and themes identified in Skift Research’s Global Travel Outlook 2025. Given the international nature of the industry and the current economic landscape with potential tariffs and trade restrictions, the airline industry in the U.S and globally stands to lose big time. How bad will the impact be? Is there anything that U.S. airlines can rely on, given the decline in travel demand domestically and from key inbound source markets?
What You'll Learn From This Report
- Impact of tariffs on aircraft and engine manufacturing supply chains
- Change in international visitors to the U.S. from different regions
- Trump-o-nomics and declining fuel prices
- Chinese airlines and their reliance on Boeing aircraft
- Airline M&A deals in 2024 and 2025
