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Airbus trims jet industry demand forecast after Iran war, tariffs

Airbus said airlines are trimming capacity plans as higher oil prices and trade tensions weaken a rebound in global air travel.

  • On Wednesday, Airbus released its latest Global Market Forecast, projecting demand for 42,060 new passenger aircraft between 2026 and 2045, a 1% decline from last year's outlook.
  • Trade tensions and the Iran war slammed the brakes on post-pandemic airline activity; "That post-COVID recovery has effectively flattened," Antonio Costa, head of market analysis, told reporters.
  • The European planemaker delivered 351 airplanes in the first half of 2026, up around 15% from 306 last year, while Reuters reported Airbus remains confident of reaching an informal 900-delivery goal.
  • Airbus forecasts urbanization is shifting to smaller cities and promotes the A220 as a "network builder" capable of opening new routes to "bypass megahubs" in response to market maturation.
  • By 2045, Airbus forecasts nearly 100% of the global fleet will consist of newest-generation aircraft, with 47% of deliveries replacing older planes rather than expanding capacity.
Insights by Ground AI

24 Articles

Airbus predicts a colossal demand for new aircraft. However, the fact that only a few of them could go to Europe should give policy thinking.

·Frankfurt, Germany
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Lean Left

Even today, the aviation industry is growing despite crises. European aircraft manufacturer Airbus expects this to remain so for a long time to come. However, with its forecasts, the Group has not always been right in the past.

·Germany
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Lean Right

Airplane A350-1000ULR at the Airbus factory in Toulouse, France Disclosure/Qantas Airbus announced on Wednesday (8) a 1% cut in its forecast for demand for passenger aircraft throughout the industry for the next 20 years. The measure comes after the war with Iran and commercial tensions will slow the strong recovery of air activity since the Covid-19 pandemic. The world's largest aircraft manufacturer has said that it is still waiting for a stro…

·Brazil
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Lean Right

According to Airbus, the aircraft market is expected to grow slower over the next 20 years. However, the number of passengers should double thanks to urbanization and the growing middle class.

·Düsseldorf, Germany
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aviacionnews.com broke the news on Wednesday, July 8, 2026.
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