Conflitto in Medio Oriente
- Autore Discussione FLRprt
- Data d'inizio
L'articolo parla anche che il gruppo IAG non ha aumentato i prezzi, con BA ho pagato A/R 1200 euro adesso ci paghi solo andata.
Stando a Lloyd’s, due navi avrebbero appena pagato “pedaggio” agli iraniani per passare Hormuz, con una che avrebbe pagato $2m.
Quindi siamo passati dall’avere Khamenei al potere, Hormuz libero e il petrolio a $60 al barile a Khamenei al potere (nartro ma vabbè), il casello a Hormuz ($2m a capoccia) e il petrolio a $100 al barile.
Quindi siamo passati dall’avere Khamenei al potere, Hormuz libero e il petrolio a $60 al barile a Khamenei al potere (nartro ma vabbè), il casello a Hormuz ($2m a capoccia) e il petrolio a $100 al barile.
Oggettivamente per liberarmi del regime degli ayatollah (con tutto quello che hanno causato nel mondo) sono ben disposto a pagare un po’ di più la benza.
Se questi hanno minato lo stretto (ipotetico), come funziona la cosa?
Incontri una mina mentre navighi, inserisci i soldi nell'apposita fessura e questa evita di saltare per aria contro la tua nave e passa a quella successiva?
Il problema è che al momento non vedo prospettive concrete di una fine del regime.
Quindi rischiamo di trovarci semplicemente come prima nonostante tutto questo casino.
Peccato che la tangente la paghino agli ayatollah.
Il problema reale è che non esiste un'opposizione organizzata (o sono stati ammazzati o sono scappati all'estero). L'unica figura che è emersa è Reza Pahlavi, che conta come il due di coppe quando la briscola è di spade. Io temo che, alla fine, il megariporto arancione si stufi, passi ad altri giochi, e in Iran non cambia niente e in più ci saranno leader 'ayatolleschi' ancora più determinati ad avere l'atomica.
Lo stavo per scrivere io poi m’è sembrato talmente banale che ho desistito.
Pagando la benza più alta per ammortizzare la tangente del passaggio si fa proprio il contrario, si danno i soldi al regime.
I regimi - tutti i regimi - si basano sulla paura che riescono ad incutere nella “gente”. L’Unione Sovietica è caduta quando i soldati si sono rifiutati di sparare sulla folla. Addirittura il Cile di Pinochet è finito con una normalissima elezione. Non ho ovviamente idea di quanto sia vicino al tipping point il regime degli ayatollah, probabilmente non lo sa nessuno veramente, ma se c’è una speranza per il popolo iraniano è proprio nello smantellamento dei centri di potere
(March 24): Deutsche Lufthansa AG is seeing a significant increase in bookings for March departures as the war in the Middle East disrupts operations for Gulf-based carriers, chief financial officer Till Streichert said.
As many as 700 aircraft are sidelined or flying at reduced capacity because of the conflict, redirecting demand to carriers still running near-normal operations, he said. In the first two weeks after the Feb. 28 attack on Iran, Lufthansa bookings increased about 20% for this month, with an even higher jump on Asia-Pacific routes.
“We saw a substantial net increase in bookings in March for flights departing in March,” Streichert said in an interview in Frankfurt. “We were able to meet the additional demand as best we could.”
The German company is adding more than 60 extra flights to destinations including Bangkok, Singapore, New Delhi and Shanghai. Streichert “absolutely” sees the possibility of shifting capacity to Asia on a more lasting basis.
Meanwhile, the carrier is extending its service suspensions to the Middle East for several more months. Flights to Dubai and Tel Aviv are halted until May 31, while those to other cities — including Abu Dhabi, Beirut and Tehran — are suspended until Oct 24, Lufthansa said on Monday.
The benefit of stronger bookings is counteracted somewhat by a higher fuel bill, despite Lufthansa’s hedging strategy. Lufthansa hedged about 80% of its fuel exposure for 2026 and about 40% for 2027 at pre-crisis levels.
“I expect that even at current prices, we will see a higher bill than we had predicted three or four weeks ago for 2026,” Streichert said.
The flag carrier already raised ticket prices in response, and Streichert said fare increases may continue if oil stays elevated. Brent climbed above US$100 (RM395.65) a barrel on Tuesday.
“It is not possible to predict at this time how the net situation will develop,” he said.
Lufthansa has long-term contracts with fuel suppliers, and deliveries are solid for the next few months. “Things can also change,” he said, referencing Europe’s dependence on flows through the Strait of Hormuz, which remains under siege.
Asked about alternative supply sources, he pointed to the US as a country with large oil reserves or refining capacity.
The soaring fuel costs adds urgency to Lufthansa’s fleet renewal. The airline is still operating older, fuel-guzzling planes longer than planned because of delivery delays and engine problems affecting Airbus A320neo-family jets.
Lufthansa currently has eight to 10 aircraft grounded because of issues with engines made by RTX Corp’s Pratt & Whitney unit. The airline compensates partly with wet lease capacity.
Chief executive officer Carsten Spohr said earlier this week the airline is in the “final phase” of negotiations with Airbus SE and Boeing Co to order more wide-body planes for delivery in 2033.
theedgemalaysia.com
As many as 700 aircraft are sidelined or flying at reduced capacity because of the conflict, redirecting demand to carriers still running near-normal operations, he said. In the first two weeks after the Feb. 28 attack on Iran, Lufthansa bookings increased about 20% for this month, with an even higher jump on Asia-Pacific routes.
“We saw a substantial net increase in bookings in March for flights departing in March,” Streichert said in an interview in Frankfurt. “We were able to meet the additional demand as best we could.”
The German company is adding more than 60 extra flights to destinations including Bangkok, Singapore, New Delhi and Shanghai. Streichert “absolutely” sees the possibility of shifting capacity to Asia on a more lasting basis.
Meanwhile, the carrier is extending its service suspensions to the Middle East for several more months. Flights to Dubai and Tel Aviv are halted until May 31, while those to other cities — including Abu Dhabi, Beirut and Tehran — are suspended until Oct 24, Lufthansa said on Monday.
The benefit of stronger bookings is counteracted somewhat by a higher fuel bill, despite Lufthansa’s hedging strategy. Lufthansa hedged about 80% of its fuel exposure for 2026 and about 40% for 2027 at pre-crisis levels.
“I expect that even at current prices, we will see a higher bill than we had predicted three or four weeks ago for 2026,” Streichert said.
The flag carrier already raised ticket prices in response, and Streichert said fare increases may continue if oil stays elevated. Brent climbed above US$100 (RM395.65) a barrel on Tuesday.
“It is not possible to predict at this time how the net situation will develop,” he said.
Lufthansa has long-term contracts with fuel suppliers, and deliveries are solid for the next few months. “Things can also change,” he said, referencing Europe’s dependence on flows through the Strait of Hormuz, which remains under siege.
Asked about alternative supply sources, he pointed to the US as a country with large oil reserves or refining capacity.
The soaring fuel costs adds urgency to Lufthansa’s fleet renewal. The airline is still operating older, fuel-guzzling planes longer than planned because of delivery delays and engine problems affecting Airbus A320neo-family jets.
Lufthansa currently has eight to 10 aircraft grounded because of issues with engines made by RTX Corp’s Pratt & Whitney unit. The airline compensates partly with wet lease capacity.
Chief executive officer Carsten Spohr said earlier this week the airline is in the “final phase” of negotiations with Airbus SE and Boeing Co to order more wide-body planes for delivery in 2033.
Lufthansa bookings surge with carrier shifting capacity to Asia
Deutsche Lufthansa AG is seeing a significant increase in bookings for March departures as the war in the Middle East disrupts operations for Gulf-based carriers, chief financial officer Till Streichert said.
theedgemalaysia.com
