国际航空运输协会：2026年全球航空运输展望报告：贸易、AI与能源转型（英文版）（40页）.pdf

1、Global Outlook for Air Transport Trade,AI,and the energy transition December 2025IATA Sustainability and Economics2 Global Outlook for Air Transport Trade,AI,and the energy transitionTable of contents1.Main takeaways 32.Trade,AI,and the Energy Transition 43.Resilience amid headwinds:Navigating globa

2、l shocks 93.1 Airpassengertraffic93.2 Aircargotraffic124.Airlinefinancialperformance15 4.1 Revenue developments 17 4.2 Cost developments 185.Appendix:Industrystatistics363 Global Outlook for Air Transport Trade,AI,and the energy transition1.Main takeaways This semi-annual report takes a broad look a

3、t developments in the airline industry,the context in which it is operating,and the challenges it is facing Global trade has been surprisingly resilient,despite the volatile trade policy environment.Air cargo came to everybodys rescue as a critical enabler of rapid adaptation,ensuring that goods arr

4、ived ahead of announced tariff deadlines and facilitating the swift rerouting of Chinas exports to alternative markets.Air cargo is also playing an increasingly central role in the growing trade in AI-related goods.While trade growth may slow in 2026,air cargo is well-positioned to remain robust,ben

5、efiting from AI-driven investment,growing demand for high-value,time-sensitive goods,and the structural shift toward e-commerce.In times of uncertainty,when speed matters most,air freight remains the preferred option.As a result,air cargo traffic is projected to grow by 2.6%in 2026.While artificial

6、intelligence and the associated trade flows are an opportunity for air cargo,it is much less helpful for the global energy transition.Growing electricity demand from data centers is increasing competition for limited renewable energy,making it harder to secure affordable inputs for Sustainable Aviat