Originally Posted by
Probe
Andy I would take the opposite side of that bet. Because of increasing tensions between the two China and the US, which I am guessing will only get worse, I think the China capacity isn't coming back anywhere near where it was. I would put that in the negative category for UAL's short term outlook. We had far more capacity in the China market than any other US carrier. Maybe more than all US carriers combined. I think that will negatively impact UAL than any other carrier.
Newsflash. China has announced that it will start to allow passenger traffic from the US. That's already positive.
China will need to loosen restrictions on US carriers; no way will they isolate themselves from the US.
It doesn't need to return to full capacity immediately; but it will over time. How long it will take is anyone's guess.