Kerosenul se scumpește exploziv. Companiile aeriene, împinse spre fuziuni

The soaring price of kerosene is pressuring airlines, leading to a wave of mergers and acquisitions in the aviation sector. Historical energy crises have previously triggered market consolidation, as seen in 2008. By September 2026, kerosene prices reached $1,460 per ton, significantly impacting airlines, especially those with low margins. This situation may lead to a 'super consolidation' of the industry, with major discussions ongoing among airlines like Korean Air and TAP Portugal. The geopolitical tensions in the Middle East are exacerbating operational costs, prompting airlines to seek structural solutions. Smaller carriers, like airBaltic, are particularly vulnerable, facing potential restructuring or partnerships to survive amid rising fuel costs and declining winter passenger numbers.