This report provides a semi-annual broad overview of developments in the airline industry, focusing on trade, artificial intelligence (AI), and the energy transition.
Key findings include global trade resilience despite volatile policies, projected growth in air cargo traffic driven by AI and e-commerce, challenges in balancing electricity demand for AI data centers and sustainable aviation fuel, and strong passenger traffic growth led by the Asia Pacific region. The industry is expected to maintain record high load factors and healthy profits with revenues surpassing USD 1 trillion in 2025.