布鲁塞尔/伦敦,10月8日——瑞安航空集团首席执行官迈克尔·奥利里周四表示,受伊朗战争影响,欧洲各航空公司可能还将面临一年以上的高燃油成本及票价上涨压力。这是首位发出此类预警的航空业高管,他警告称这种影响甚至可能延续至2028年。
BRUSSELS/LONDON, Oct 8 - European airlines could face more than another year of elevated fuel costs and higher fares due to the Iran war, Ryanair (RYA.I) Group CEO Michael O'Leary said on Thursday, in the first warning by an executive that the knock-on effect could spill into 2028.
今年,伊朗战争导致航空燃油价格大幅攀升,尽管各航空公司普遍采取了燃油套期保值措施,其利润空间仍受到严重挤压。
The Iran war has driven jet fuel prices sharply higher this year, squeezing airline margins despite widespread fuel hedging.
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奥利里在欧洲航空协会举办的新闻发布会上向记者们透露,目前航空燃油价格较战前水平高出约50%,预计在接下来的12至18个月内仍将维持这一价位。
Jet fuel is currently about 50% more expensive than it was pre-war, and is likely to remain at those levels for the next 12 to 18 months, O'Leary told reporters at an Airlines for Europe (A4E) press conference.
他同时指出:“明年我们都将面临巨大的成本压力。”不过他也表示,短期内不会出现燃油供应短缺的情况。
"We are all facing an enormous cost challenge next year," he said, though he said he did not expect supplies to run out any time soon.
分析人士此前曾警告称,欧洲可能在第四季度出现航空燃油供应紧张的局面。对此,奥利里补充道:“无论是今年冬季还是明年夏季,欧洲的航空燃油供应都不会出现问题。”
Analysts have warned that Europe could face a jet fuel supply shortage into the fourth quarter. "There is no question over availability of jet fuel in Europe this winter, or frankly into next summer," he added.
票价上涨已成定局。奥利里预计未来数月内机票价格还将持续上涨,尤其是考虑到许多航空公司到2027年时对燃油成本的套期保值力度将大幅减弱。他此前曾预测,受成本上升影响,明年夏季机票价格涨幅最高可达20%。
PRICIER FLYING O'Leary said he expects fare increases to continue in the months to come, particularly as many carriers are substantially less hedged on jet fuel costs moving into 2027. He previously said ticket prices could be up to 20% higher next summer as a result of rising costs.
“唯有通过提高票价来转嫁这些高得离谱的燃油成本,航空公司才能维持生存,乘客们也不得不为此买单,”奥利里在发布会间隙对记者们说道。随后他又强调,当前的局势已然是一场“全面危机”。
"The airlines cannot survive unless they pass on these insanely higher fuel costs in the form of higher offers, and the customers will have to pay," O'Leary told journalists on the sidelines of the press conference, adding later that the situation was already a "full-blown crisis".
出席此次发布会的还有法国航空-荷航集团、汉莎航空、易捷航空以及英国航空母公司国际航空集团的高层代表。目前,上述多家航空公司均已开始通过提价的方式将燃油成本压力转嫁给消费者。
Other conference participants included the CEOs of Air France-KLM (AIRF.PA), Lufthansa (LHAG.DE), easyJet (EZJ.L) and British Airways owner IAG (ICAG.L). Many of the carriers present have already begun to pass on the cost of fuel to passengers through higher fares.
本文后续补充了有关航空燃油市场的更多背景信息并作了相应修订。
Updates with more context on jet fuel, recasts