The IATA AGM Debrief
from Airline Weekly Lounge Hosted by Skift
Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everything from pricing to who gets to compete. Presented by WEX. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:35 IATA Rio Highlights 03:15 OEM and Engine Anger 10:05 Capacity Crunch Upside 13:58 Demand and Fare Limits 18:45 Fuel Price vs Shortage 22:43 Break and Reset 23:36 Brazil Market Overview 26:07 Triopoly and Bankruptcies 32:06 Why No New Entrants 35:01 Regulation and Gol Long Haul 37:19 World Cup Travel Talk 38:59 Wrap and Subscribe
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