Capacity Crunch Validated

The most likely path is that aircraft delivery delays, engine inspection backlogs and elevated jet fuel costs keep European seat capacity tight into 2027. Ryanair, easyJet and Wizz Air use constrained supply to push through unusually large fare increases, though demand remains broadly resilient.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.