It is unlikely Indigo would be facing increased competition for peers due to tight supply of aircrafts from Boeing and Airbus, also if crude oil increases competiton will suffer due to less efficient aircrafts and thus higher costs.
Also since the world is moving towards renewables and with the increasing adoption of EVs the demand of crude oil will reduce.
Earlier crude oil demand was mostly inelastic as our major lived depended on it now having a substitute for this commodity reduces elasticity.
Thus the power of OPEC should reduce and we should be moving to a regime where prices of crude oil remain low and this should benefit the aviation sector.
Also we are still many years away from commercial EV aircrafts so currently technological disruption risk should be very low.
IMO the only thing we need to track is supply of airplanes from Airbus and Boeing if that outpaces demand then suddenly we can see yields getting affected.
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