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Scott Kirby
United Airlines (CEO)
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Walking back his earlier higher-for-longer fuel call: 'It's still going to be elevated, but probably, at least for now, it looks like not as high as we feared they might be three or four months ago' @2:30. He credits the oil market's workarounds to the Strait of Hormuz closure ('tankers slipping through without their transponders or pipelines or drawing down inventories' @2:06) and still expects 'a muddle through in Iran' @2:21. Fuel is up $6 billion vs United's start-of-year plan @0:35.
“the oil prices, I don't think, are going to be as high as we suspected.”
WTI crude since this was said: ▲ +4.5% · 78.95 → 82.49 · as of 2026-07-17
'corporate demand so far, this quarter's up 30% business demand' @3:08; 'I looked at the bookings from yesterday, as early as this morning, and just really no change, strength really across the board' @3:30.
“I think the economy is doing well. We have a strong economy, probably better than people appreciate, 'cause we're a pretty good real-time indicator of demand.”
'you still have, I think, four of the eight publicly traded U.S. airlines that are likely to lose money this year. That's not a sustainable long-term position' @6:14; 'it's just economic gravity' @6:29; 'I know investors are worried about fourth quarter capacity. It always does. That's the history' @6:45.
“but loss making capacity does come out of the industry. I think schedules are going to come down in the fourth quarter.”
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