Name: Iran War Drives Jet Fuel Higher: Which Airlines Could Survive? | William Swelbar
Uploaded: 2026-05-24T22:46:36.000Z
Description: Airline stocks may look cheap, but the economics underneath the industry are changing fast. Rising jet fuel prices are only part of the pressure they are currently facing. Airlines are also losing some of the labor and pricing advantages that defined the business for decades.

Siyamak Khorrami has been the general manager and chief editor of the Southern California edition of The Epoch Times since 2017. He is also the host of the “California Insider” show, which showcases leaders and professionals across the state with inside information about trending topics and critical issues in California.

Siyamak Khorrami

NTD Plus

Shows

Market Insider

Iran War Drives Jet Fuel Higher: Which Airlines Could Survive? | William Swelbar

The Fed and the Market Are Pricing Opposite Outcomes | Jim Bianco

The Supply Chain Shock Behind Commodity Prices Has Not Been Priced | Judy Ganes

US Manufacturing Is Moving Again but Is It Enough? | Alex Krutz

The $2 Trillion Private Credit Market and What Investors Are Not Being Told | Leyla Kunimoto

What’s Behind Falling Purchasing Power? | Daniel Lacalle

What’s Really Happening in the Commercial Real Estate Market | David Marino

The Full-Time Job Model Is Becoming Obsolete. Here’s What’s Replacing It | Rishad Tobaccowala

Can the Economy Stay Strong Despite the War? | Steve Moore

Ships Stuck in the Persian Gulf: Could the Damage Outlast the Closure?

The Associated Press is an American not-for-profit news agency headquartered in New York City. 

The Associated Press

News

US News

State News

California

More Than 17,000 Under Evacuation Orders as Southern California Wildfire Threatens Homes

Joseph Lord is a congressional reporter for The Epoch Times.


Joseph Lord

Aldgra Fredly is a freelance writer covering U.S. and Asia Pacific news for The Epoch Times.

Aldgra Fredly

Former NYC Mayor Rudy Giuliani Hospitalized in Critical Condition: Spokesman

NTD Newsroom comprises teams of reporters, editors, and producers assigned to cover breaking news and other stories.


NTD Newsroom

News you can trust from the U.S. and around the world. Critical information and insight. We cover the stories that others don’t. NTD News Today airs Monday–Friday at 11 a.m. ET.

NTD News Today

US Warns of China Hacks via Routers, Smart Devices

Juliet Song is an international correspondent exclusively covering China news for NTD. She primarily contributes to NTD's "China in Focus," covering U.S.-China relations, the Chinese regime's human rights abuses, and domestic unrest inside China.

Juliet Song

Fast, compelling, first-hand news from China. China in Focus airs Monday–Friday at 8 p.m. ET.

China in Focus

2 Americans Among Suspected Communist Rebels Killed in Clashes With Troops, Philippine Officials Say

Ryan Morgan is a reporter for The Epoch Times focusing on military and foreign affairs. He was previously a news writer for NTD. 


Ryan Morgan

Mari Otsu is NTD's White House correspondent based in Washington. 

Mari Otsu

World News

Middle East

Iran

3 US Warships Fend Off Iranian Attacks, Trump Says Ceasefire Still Holds

US Government Sues Chick-fil-A Over Religious Rights

Health News

3 Dead in Suspected Hantavirus Outbreak on Cruise Ship in Atlantic Ocean: WHO

Haika Mrema

Medical Plane Crash in New Mexico Mountains Kills 4, Sparks Wildfire

Rudy Blalock is a Southern California-based daily news reporter for NTD. Originally from Michigan, he moved to California in 2017 and the sunshine and ocean have kept him here since. In his free time, he may be found underwater scuba diving, on top of a mountain hiking or snowboarding, or at home meditating—which helps fuel his active lifestyle.

Rudy Blalock

Sports News

Kyle Busch, Two-Time NASCAR Champion, Dies at 41

India Responds to Trump’s Repost of Birthright Citizenship Comment

Airline stocks may look cheap, but the economics underneath the industry are changing fast. Rising jet fuel prices are only part of the pressure they are currently facing. Airlines are also losing some of the labor and pricing advantages that defined the business for decades. Airlines are already cutting capacity, trimming weaker routes, and leaning more heavily on premium seating, loyalty programs, and credit card partnerships to protect their margins.

In this episode, Aviation Expert William Swelbar explains why fuel hedging is less effective today, how post-2020 labor costs changed the low-cost carrier model, and why refinery shortages could keep jet fuel markets tight even after geopolitical tensions ease. Swelbar also discusses airline consolidation, changing competition dynamics, and why the next phase of the industry may look very different from the last 20 years.

<em>Views expressed in this video are the opinions of the host and guest and do not necessarily reflect the views of NTD.</em>

Latest

Exclusive Videos

Management

Conversations on current and trending topics.

Latest and breaking news, documentaries, movies, and lifestyle content on NTD+.
 
Empower your knowledge and elevate your spirit with NTD+, your go-to destination for truthful news, insightful documentaries, and captivating lifestyle content that enriches your life.