Load factors: Growing trade strains weigh on transatlantic trade
Trade tensions between the US and Europe are clouding the outlook for the transatlantic trade. The ongoing threat of tit-for-tat tariffs between the two trading blocs poses major questions over future capacity deployment, as carriers face the increasingly difficult task of juggling supply with demand.
Load factors on the transatlantic should tighten in the fourth quarter off the back of significant cuts to supply. However, the balance of the market fundamentals could swing if trade tensions escalate