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Old 03-06-2026 | 07:24 AM
  #211  
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Originally Posted by ImSoSuss
Maybe he just have sent them pallets of cash instead and push the problem down the road another 10 years?
I think it’s silly to pretend self-induced international turmoil is in the best interest of American’s business interests. Rotschild Redburn downgraded the stock yesterday from BUY to NEUTRAL given our lackluster performance and high debt loads. I don’t think we’re remotely close to a “sky is falling!” environment, but elevated oil prices for any appreciable amount of time are going to put a dent into this years forecasted profits.

Time will tell.
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Old 03-06-2026 | 07:31 AM
  #212  
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How poor would AA do if oil does reach $150/barrel? I suppose raising ticket prices may offset some exposure?
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Old 03-06-2026 | 07:35 AM
  #213  
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Originally Posted by FutureMajor8
How poor would AA do if oil does reach $150/barrel?
What kind of question is this? How “poor” would any airline do at $150/barrel oil? Guess what, they would all do poor.

What has changed since the last oil price crunch is that the USA is now a net exporter of energy over the last 5+ years.

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Old 03-06-2026 | 07:53 AM
  #214  
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Originally Posted by CincoDeMayo
What kind of question is this? How “poor” would any airline do at $150/barrel oil? Guess what, they would all do poor.

What has changed since the last oil price crunch is that the USA is now a net exporter of energy over the last 5+ years.
That doesn't change the cost of jetA and of which most of the increase in the past few years is the crack spread due to a consolidation of refiners anyways. It's like 2x-3x the amount pre-Covid.

Suddenly EVs aren't looking like a bad idea. No oil shocks, no shock to the economy and this would mostly be a nothing burger economically speaking. The bigger issue at play is if this is sustained over weeks/months, the public will buy gas instead of tickets. High gas prices are like a tax on the economy. Same net effect.
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Old 03-06-2026 | 08:02 AM
  #215  
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Originally Posted by Name User
That doesn't change the cost of jetA and of which most of the increase in the past few years is the crack spread due to a consolidation of refiners anyways. It's like 2x-3x the amount pre-Covid.

Suddenly EVs aren't looking like a bad idea. No oil shocks, no shock to the economy and this would mostly be a nothing burger economically speaking. The bigger issue at play is if this is sustained over weeks/months, the public will buy gas instead of tickets. High gas prices are like a tax on the economy. Same net effect.
Evs are ****. No infrastructure to support them anywhere close where I live. Not a chance.
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Old 03-06-2026 | 08:04 AM
  #216  
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Originally Posted by FlyyGuyy
Evs are ****. No infrastructure to support them anywhere close where I live. Not a chance.
I love my tesla, have had it for 5 years. Take it on road trips, no problem. No oil change, no gas stations, no repairs.
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Old 03-06-2026 | 08:27 AM
  #217  
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Originally Posted by CincoDeMayo
What kind of question is this? How “poor” would any airline do at $150/barrel oil? Guess what, they would all do poor.

What has changed since the last oil price crunch is that the USA is now a net exporter of energy over the last 5+ years.
Pretty sure DL and UA would do better than everyone else.
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Old 03-06-2026 | 08:41 AM
  #218  
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Originally Posted by Name User
That doesn't change the cost of jetA and of which most of the increase in the past few years is the crack spread due to a consolidation of refiners anyways. It's like 2x-3x the amount pre-Covid.

Suddenly EVs aren't looking like a bad idea. No oil shocks, no shock to the economy and this would mostly be a nothing burger economically speaking. The bigger issue at play is if this is sustained over weeks/months, the public will buy gas instead of tickets. High gas prices are like a tax on the economy. Same net effect.
You think EVs, “electric” vehicles are immune to the price of global oil?
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Old 03-06-2026 | 08:49 AM
  #219  
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Originally Posted by CincoDeMayo
You think EVs, “electric” vehicles are immune to the price of global oil?
Billy bob said it best in landman. Oil affects everything.
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Old 03-06-2026 | 09:47 AM
  #220  
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Originally Posted by CincoDeMayo
You think EVs, “electric” vehicles are immune to the price of global oil?
Yes, my $/kwh has changed $0.00 in the past week. What has the price of gas done?
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