Airlines are flying more full than ever in history, but it’s because airplanes are missing

Airlines are flying more full than ever in history, but it’s because airplanes are missing

But this indicator of an alleged opulence in the aerocomercial business also has a conflicting side: Failure to comply with the large aircraft manufacturers to the orders of the companies due to problems in the production chain and supply of inputs.

This situation is generating an increasing tension between air lines and manufacturers such as Boeing and Airbusas warned since the end of last year. And the available information indicates that will be aggravated in 2025 for the increase in the demand for passages they foresee in the industry.

Willie Walsh, IATA General Director, put the conflict in black over white During the presentation of the latest International Air Traffic Report: “In 2024 it was absolutely clear that People want to travel. With a demand growth of 10.4%, trips reached national and international record figures. The airlines were able to meet that strong demand with record efficiency. On average, 83.5% of all seats offered, a new record, partially attributable to the limitations of the supply chain that limited the growth of capacity. ”

IATA figures reflect that the fury for the flights that was recorded last year, although the offer was contained due to lack of aircraft, allowed exceeding levels prior to pandemic: Annual international traffic exceeded the previous 2019 in 3.8% for 2024, with growth in all regions. However, the capacity was 0.9 % lower than that of 2019.

In its last annual meeting held in Geneva, IATA reported that aircraft deliveries “significantly” fell From the peak of 1,813 units registered in 2018. By 2024, he estimated that they would be 1,254 aircraft, with a 30% drop against the initial forecast. Now, it expects by 2025 to increase to 1,802 deliveries, a figure that is below 2,293 projected aircraft.

The agency also explained that the accumulation of aircraft pending orders reached a record of 17,000 units. To current delivery rates, I would take 14 years to fulfill these orderstwice the average of six years registered between 2013 and 2019, he said in a statement.

The European Airbus group, the largest manufacturer of airplanes in the world, reduced at the end of 2024 its deliveries arguing that the engines is not receiving in time, among other problems of its logistics chain. For its part, Boeing had to reduce its production due to the greatest regulatory controls to which its operation was subjected after a very severe security crisis that affected its reputation.

But the great manufacturers too They download responsibilities to their suppliers Due to problems in the supply chain of engines, interiors and aerostructures of which companies such as the Americans CFM and Pratt & Whitney are occupied; and the Rolls-Royce British.

“We will have to Increase pressure And perhaps seek support to force key suppliers to put the batteries. The situation is unacceptable”, Threatened Walsh, who before holding the position in IATA served as director of British Airways.

Despite these inconveniences, IATA says this year Traffic will continue beating records: it provides that the industry will generate income over 1 billion dollars in 2025compared to US $ 964,000 million of the year 2024.

“Faced with 2025, everything seems to indicate that the demand for travel will continue to grow, although to A moderate rhythm of 8.0%more in accordance with historical averages, ”said Walsh.

The international flight record, analyzed by region

The IATA report summary indicates that total annual traffic in 2024 (measured in passengers per kilometer transported) increased 10.4% compared to 2023. But this information, disaggregated by regions offers the following panorama.

The airlines of Asia-Pacific They registered a 26.0% increase in international traffic throughout 2024 compared to 2023, maintaining the most solid year -on -year rate between the regions. The capacity increased by 24.7% and the occupation factor rose 0.8 percentage points to 83.8%.

Annual traffic of European airlines increased 9.7% compared to 2023. The capacity increased by 9.2% and the occupation factor increased 0.4 percentage points to 84.1%.

The airlines of Middle East They recorded an increase in traffic of 9.4% in 2024 compared to 2023. The capacity increased by 8.4% and the occupation factor rose 0.7 percentage points to 80.8%.

The airlines of North America They reported an annual traffic increase of 6.8% in 2024 compared to 2023. The capacity increased by 7.4% and the occupation factor fell -0.5 percentage points to 84.2%.

The airlines of Latin America They registered an increase in traffic of 14.4% in 2024 compared to the full year of 2023. The annual capacity increased by 14.3% and the occupation factor increased 0.1 percentage points to 84.8%, the highest Among the regions. December demand increased by 11.3% compared to December 2023.

Annual traffic of airlines of Africa increased 13.2% by 2024 compared to the previous year. The capacity for the whole year 2024 increased 9.5% and the occupation factor rose 2.5 percentage points to 74.5%, the lowest between the regions, but a record for Africa. December 2024 of the African airlines increased by 12.4% compared to December 2023.

Source: Ambito

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