实时全球研报
Latin America Airlines: Weekly Capacity Scheduling Tracker (June-12)
研报英文原文证据摘录
Latin America Airlines: Weekly Capacity Scheduling Tracker (June-12)
Viewpoint |
16 Jun 2026 02:42:47 ET │ 22 pages
Latin America Airlines
Weekly Capacity Scheduling Tracker (June-12)
CITI'S TAKE
Filipe Nielsen AC
This is our tracker to assess how airlines in Latin America are allocating +55-11-4009-5213
capacity over the coming months, highlighting changes in flights and seat filipe.nielsen@citi.com
offerings on a weekly basis. This was another week with meaningful
capacity cuts by LATAM, throughout its entire network but mostly focused
on domestic SSC. Other carriers made only mild changes, as cuts
accumulated from previous weeks seem to have stabilized - especially
considering the declining oil price. More details are discussed below.
Detailed charts are in the note.
Copa — This week there were few adjustments, with 30 flights added in August
(which represents an increase of +1.0% w-o-w) connecting Florida and Central
America airports to the Panama City Hub. Planned capacity still reflects strong
growth in 2Q and 3Q.
LATAM Airlines — The company intensified last week’s net capacity cuts, especially
for 3Q. Adjustments in Brazil domestic looked more mild than last week, as available
seats offered decreased by -0.4% in July, -0.7% in August and -1.0% in September.
Cuts were most pronounced in domestic SSC markets, with significant reductions
of available seats and flights in July, August and September, from big hubs like
Santiago, Bogota and Lima. These changes reduced 3Q ASMs growth by almost -
2p.p., with available seats -2.8% lower in Colombia, -2.1% lower in Peru, -0.9%
lower in Chile and -0.2% lower in Ecuador. Meanwhile, international had slight cuts
mainly in August and September.
Aeromexico — In another week of mild adjustments, domestic seat offerings came
本摘录由系统从所标注的 PDF 证据页直接提取并保留英文原文,不做批量翻译;登录后在阅读器切换中文时才按需翻译。
打开研报阅读器