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The Capacity Trap

机译:产能陷阱

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摘要

While carriers around the world are still enjoying strong growth rates and higher fares backed by global GDP growth, several factors may lead the industry into an overcapacity situation as soon as next year. These factors include uncertainty over the price of fuel, GDP development in key markets, markedly increasing delivery stream for new aircraft backed by a stronger than expected early order cycle and, not the least, the ambitious expansion in various pivotal markets planned for this summer.
机译:虽然全球各地的航空公司仍在享受强劲的增长率和全球GDP增长支持的更高票价,但有多种因素可能导致该行业最快在明年陷入产能过剩的状况。这些因素包括燃料价格的不确定性,主要市场的GDP发展,新飞机的交付量显着增加以及早期订单周期强于预期的支持,以及最重要的是,今年夏天计划在各个关键市场进行的雄心勃勃的扩张。

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