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Travel and airline industries scramble to deal with the fallout of Middle Eastern conflict

After the cancellation of over 20,000 flights in a few days, the airline and tourism industry scrambled for solutions. Governments also rushed to get stranded travelers back home. For a fourth consecutive day, major Gulf hubs, including Dubai, the busiest international airport in the world, were closed or severely restricted, leaving tens and thousands of passengers stranded. Flightradar24 reports that 21,300 flights were cancelled in seven major airports, including Dubai, Doha, and Abu Dhabi, since the strikes began. Travel has been disrupted in a region that has several vibrant business hubs and is trying to diversify its economy away from oil. This turmoil has also narrowed the already thin flight corridor between Europe and Asia. It complicates operations for global airlines. As governments rushed to get passengers back home, stranded travelers from across the Gulf raced to book seats on limited numbers of repatriation flight. This was happening as bombs ripped through Beirut and Tehran. Emirates, flydubai, and Etihad are operating limited flights since Monday to bring back stranded travelers.

Paul Charles, CEO at luxury travel consultancy PC Agency said that the impact on cargo would be "billions" of dollars.

EMERGENCY EVACUATIONS

The UAE government announced that 60 flights have taken off in emergency air corridors. In the next phase, more than 80 flights will be operated. A U.S. State Department spokesperson said Tuesday on X that the United States was securing charter and military flights to evacuate 'Americans' from the Middle East. The official added that they were in contact with almost 3,000 U.S. Citizens. U.S. legislators criticized the department for not advising people to leave the Middle East 'before the attacks began. Checks on Tuesday showed that demand for alternative airlines to Gulf Airlines has risen, as bookings and ticket costs have soared on routes such as Hong Kong-London. Analysts estimate that if the conflict continues, it could cost the Middle East millions of dollars in tourism.

Tatiana Leclerc is a French tourist who was stuck in Thailand. Her flight was scheduled to travel via Middle East hubs, which are an important link between Asia, Europe and the Middle East. Virgin Atlantic announced on Tuesday that it will resume its scheduled flights between London Heathrow Airport, Dubai and Riyadh.

SLIPS FOR AIRLINE STOCKS

The shares of airlines around the world fell on Tuesday. However, U.S. stocks pared their losses in afternoon trading. Karen Li, J.P. Morgan Asia Infrastructure, Industrials and Transport Research head, explained that the operational and financial impact varies greatly among airlines.

Li stated that "there are significant differences between carriers when it comes to hedging strategy, air cargo exposure and network rerouting abilities, which will determine the impact of the Middle East crisis." The oil prices have risen as the conflict has intensified. Benchmark crude has risen by about 30% this year. This is a threat to airline profits and costs, since most airlines have long given up on hedging fuel purchases, which are their second largest operating cost after labor.

According to Delta Air's latest annual filing, every cent increase in jet fuel prices?per gallon? added $40 million to the company's yearly fuel bill. A 10% increase, according to Third Bridge analyst Peter McNally, would add $1 billion by 2026 to Delta Air fuel costs.

Delta stock turned positive during afternoon trading. Southwest shares fell 0.6%.

In Europe, shares in?Wizz Air and British Airways owner IAG as well as Lufthansa, Air France KLM, ended the day down between 5% and 8%. Michael O'Leary, CEO of Ryanair, said that the airline had hedged its oil prices for the next 12 months at $67 per barrel. He also stated that recent fluctuations in the price would have no impact on the business. Its stock dropped 2.2% on Monday.

Vanessa Hudson, Qantas Airways' CEO, said that the airline had "pretty decent" fuel hedging. However the surge in oil prices is significant for the entire industry. The Australian airline's share price fell by 1.8%.

The shares of Japan Airlines fell?6.4% while Korean Air Lines' stock dropped 10.3%. This is the biggest decline since March 2020.

Stocks of major Chinese carriers, including Air China and China Southern Airlines, fell between 2% to 4% in Hong Kong & Shanghai.

(source: Reuters)