2023年第四季度航空运输报告（英）.docx

IATAQuarterlyAirTransportChartbookIATASustainability&EconomicsQ42023TableofContentsTableofContents2Glossary.3TableofCharts4I. TheBusinessCycle6II. EnergyTransition8ConventionalAviationFuel8SustainableAviationFuel8III. PassengerandCargoTraffic10PassengerTraffic10AirConnectivity12CargoTraffic14IV. AirlineFinancialPerformance18Revenue18Expenses18Capitalmarkets18V. RegionalOutlook20Africa20Americas22AsiaPacific24Europe26MiddleEast28VI. Appendix30Notetoreaders:TheAirlineFinanciaIPerformancesectionisincludedintheQuarterIyAirTransportChartbookforQ2andQ4ofeachyear.ItisexcludedfromtheQ1andQ3reportsastheairlinefinancialperformancereviewandforecastarereleasedalongsidetheJuneandDecemberGlobalOutlookreports,respectively.IATAGlossaryACTKs-AvailableCargoTonne-KilometersASKs-AvailableSeat-KilometersATJ-Alcohol-to-JetATKs-AvailableTonne-KilometersBB1.-BarreIB1.F-Breakeven1.oadFactorC1.F-Cargo1.oadFactorCORSIA-carbonoffsettingandreductionschemeforinternationalaviationCTKs-CargoTonne-KilometersEBIT-EarningsbeforeinterestandtaxesFT-Fischer-TropschGDP-GrossDomesticProductHEFA-Hydro-processedEstersandFatty例ids1.F-1.oadFactorMoM-Month-on-monthMoUs-MemorandaOfunderstandingOPEC-OrganizationofthePetroleumExportingCountriesO-D-Origin-DestinationP1.F-Passenger1.oadFactorPMI-PurchasingManagers'IndexPt1.-Power-to-1.iquidPPP-Purchasingpowerparityppt-PercentagepointsRPKs-RevenuePassenger-KilometersRTKs-RevenueTonne-KilometersSA-SeasonallyadjustedSAF-SustainableAviationFuelQoQ-Quarter-on-quarterUSD-UnitedStatesDollarYoY-Year-on-yearTableofChartsChart1:Globalgrossdomesticproduct(constantUSD),annual%change7Chart2:ContributionfromlargeeconomiestoworldGDPgrowthin%7Chart3:Unemployment,totalbycountrygroup,%oftotallaborforce7Chart4:Inflationinmajoreconomiesin%7Chart5:Globaleconomicpolicyuncertaintyindex7Chart6:RealEffectiveExchangeRateIndex,Broad7Chart7:Jetfuelprice,USDZbbI9Chart8:Jetfuelcrackagainstcrudeoil,USD/bbl9Chart9:Quarterlyjetfuelpricesin2023byregion,USD/bbl9Chart10:NumberofSAFofftakeagreements,asofDec20239Chart11:Cumulativerenewablefuelcapacityinmilliontonnes9Chart12:Totalrenewablefuelcapacityby2029,%sharebypathway9Chart13:IndustrymonthlyRPKsinbillions11Chart14:IndustrymonthlyASKsinbillions11Chart15:Passengerloadfactor,%shareofASK11Chart16:DomesticRPKsbycountrymarket,%changeversusthesamequarterin201911Chart17:InternationalRPKsbyairlineregionofregistration,%shareofthesameperiodin201911Chart18:InternationalRPKsbycabinclass,%changevsthesameperiodin2019(Q4)11Chart19:IATAGlobalAirConnectivityIndex,Jan2020-Dec202313Chart20:Globalairportpairs,Jan2020-Dec202313Chart21:RecoveryininternationalconnectivitybyregionthroughDec202313Chart22:IndustryquarterlyCTKsinbillions16Chart23:InternationalCTKgrowthbyairlineregionofregistration,annual%change16Chart24:IndustryquarterlyACTKsinbillions16Chart25:Year-to-datequarterlyindustryACTKsinbillions16Chart26:GrowthofinternationalACTKsbytype,annual%change16Chart27:InternationalACTKsbytypeinbillions16Chart28:Cargoloadfactorsinmajorrouteareas,%shareofACTKs17Chart29:GlobalmanufacturingPMIsandindustryCTKgrowth,annual%change17Chart30:Growthininventory-tosalesratio(invertedontheaxis)andindustryCTKs,annual%change17Chart31:GrowthinglobalgoodstradeandindustryCTKs,annual%change17Chart32:AirlineindustrynetprofitandEBITmargin19Chart33:Regionalairlinesprofitability,USDbillion19Chart34:Globalairlinesrevenue,USDbillion19Chart35:GlobalAirlinesPriceReturnIndexvsMSCIACWI,Ded9=10019Chart36:RelativeRegionalAirlinePriceIndexperformance,Jan23=10019Chart37:GrowthinRPKsbyairlineregionofregistration,Africa21Chart38:GrowthininternationalRPKsbyairlineregionofregistration,Africa21Chart39:GrowthinCTKsbyairlineregionofregistration,Africa21Chart40:Ticketsalesbyregion(7-daymovingaverage),Africa21Chart41:Passengertraffic(O-D)growthbycountryinQ42023,Africa21Chart42:Aircraftdeliveriesin2015-2024(scheduled),Africa21Chart43:GrowthinRPKsbyairlineregionofregistration,Americas23Chart44:GrowthininternationalRPKsbyairlineregionofregistration,Americas23Chart45:GrowthinCTKsbyairlineregionofregistration,Americas23Chart46:Ticketsalesbyregion(7-daymovingaverage),Americas23Chart47:Passengertraffic(O-D)growthbycountryinQ42023,Americas23Chart48:Aircraftdeliveriesin2015-2024(scheduled),Americas23Chart49:GrowthinRPKsbyairlineregionofregistration,AsiaPacific25Chart50:GrowthininternationalRPKsbyairlineregionofregistration,AsiaPacific25Chart51:GrowthinCTKsbyairlineregionofregistration,AsiaPacific25Chart52:Ticketsalesbyregion(7-daymovingaverage),AsiaPacific25苦NIATAChart53:Passengertraffic(O-D)growthbycountryinQ42023,AsiaPacific25Chart54:Aircraftdeliveriesin2015-2024(scheduled),AsiaPacific25Chart55:GrowthinRPKsbyairlineregionofregistration,Europe27Char