Overview
- Jet fuel prices have more than doubled in three weeks during the Middle East conflict, sharply increasing United’s operating costs.
- United will trim roughly 5% of planned flying by canceling most redeyes and low-demand Tuesday, Wednesday, and Saturday trips in Q2 and Q3, pulling capacity at Chicago O’Hare, and suspending Tel Aviv and Dubai routes.
- The airline targets restoring its full schedule in the fall, framing the cuts as short-term moves to avoid cash burn on unprofitable flying.
- Kirby warns the surge could add about $11 billion in yearly expenses if sustained, with planning assumptions that oil could hit $175 and remain above $100 through the end of 2027.
- United says there will be no furloughs or deferred aircraft orders, and it still expects 120 new jets this year alongside infrastructure expansion at Newark.