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cover of episode Virgin Atlantic CEO Shai Weiss Talks 'Momentum' in India

Virgin Atlantic CEO Shai Weiss Talks 'Momentum' in India

2025/6/2
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Shai Weiss: 我观察到自从宣布关税以来，北美市场出现了一些疲软，但目前正在逐渐反弹。高端休闲旅游市场表现稍弱，主要集中在美国。我认为这与美元汇率关系不大，更多的是一种不确定性导致的。旅客，无论是商务还是休闲，都更喜欢确定性。燃油价格目前相对稳定，英镑兑美元汇率也有所走强，这些因素对航空公司都有帮助。但从根本上说，我们需要持续的强劲需求。虽然美国市场仍然占据我们很大的份额，但我们也在关注其他增长机会，例如印度。我们与IndiGo建立了合作关系，连接到更多的国内目的地。总的来说，我认为平衡的策略是最好的。关税无疑会对商品和运输价格产生影响，但这些影响需要时间才能显现，人们会相对较快地适应变化。

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Shai Weiss, CEO of Virgin Atlantic, discusses the softening in the North Atlantic air travel market due to tariffs announced on April 2nd. He notes a rebound, but some uncertainty remains, particularly impacting US travelers to Europe. While volume is present, there's some weakness in pricing.
  • Softening in North Atlantic air travel due to tariffs.
  • Rebound in travel is occurring, but the rate is uncertain.
  • Uncertainty impacting US travelers to Europe.
  • Weakness in pricing despite existing volume.

Shownotes Transcript

Virgin Atlantic Chief Executive officer Shai Weiss discusses the impact of trade and tariffs uncertainty on the airline and broader aviation industry. He also talks about fuel prices and travel sentiment. Speaking to Bloomberg's Guy Johnson from the sidelines of the International Air Transport Association (IATA) in New Delhi, India, Weiss says "the momentum is very much" in India at the moment.

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