
一場導彈與無人機橫飛的地區沖突,已經擾亂了中東空域;對霍爾木茲海峽(Strait of Hormuz)的封鎖令油價飆升;而美國政府部分停擺,則使5萬名美國運輸安全管理局(TSA)的安檢人員超過一個多月無薪工作。多重危機同時爆發,迫使旅客重新考慮出行計劃,因為當下的局勢開始重現幾年前新冠疫情期間的混亂景象。
全球最大航班索賠平臺AirHelp的首席法務官埃里克·納波利說:“眼下的局面已經失控。世界各地的種種亂象,此刻正在集中爆發。”
納波利表示,近幾個月來,越來越多的旅客通過AirHelp尋求追回因為航班中斷而造成的損失。戰爭導致航班停飛并推高燃油價格,加之墨西哥持續的沖突、政府雇員在無薪工作一個多月后紛紛請病假,以及惡劣天氣等因素,共同釀成了自新冠疫情令全球停擺以來前所未見的“完美風暴”。納波利稱,最關鍵的是,人們再次提出了和當年同樣的問題:這一切何時才能結束?
納波利告訴《財富》雜志:“這種感覺和新冠疫情時期很相似,我們會想,好吧,我們不知道到底發生了什么。未來會怎樣?這種情況會持續兩周、三周,還是一年?一切都會改變嗎?這些我們都無從得知。”
伊朗戰爭導致領空關閉,燃油價格上漲
美國、以色列與伊朗之間的沖突,實際上已經瓦解了海灣地區作為全球航空樞紐的地位。各大航空公司紛紛停飛或改道,使原本經由迪拜、阿布扎比或多哈轉機的旅客陷入進退兩難的境地。
納波利表示:“卡塔爾、阿聯酋等經濟體的發展,本質上依賴其作為連接歐洲、美國與亞洲的中轉樞紐的地位。如今一切已經停擺。任何從美國或歐洲前往亞洲的旅客,突然遭遇嚴重的航班中斷,這讓乘客們倍感沮喪。”
滯留在海灣地區的旅客的選擇十分有限。納波利描述了旅客爭相尋找替代方案的場景,例如驅車數小時前往鄰國仍在運營的機場。他說:“很多人都在航班候補名單上,情況瞬息萬變。空域可能今天還正常,明天便突然關閉了。”
更糟糕的是,燃油價格大幅飆升。布倫特原油價格在過去一個月上漲了50%以上,目前已經達到每桶115美元。根據國際航空運輸協會(International Air Transport Association)的數據,全球航空燃油均價已經升至每桶157.41美元,幾乎是2026年行業預測水平的兩倍。對旅客而言,這直接轉化為購票時的價格沖擊。納波利稱:“我們確實看到了燃油上漲帶來的影響。”他本人正在重新考慮今年夏季帶家人從西班牙前往美國得克薩斯州度假的計劃,也感受到了票價上漲的壓力。“機票價格將會大幅上漲。”那些幾個月前通過海灣地區的航空公司以較低價格訂票的乘客,如今若要改簽至歐洲或美國航司,往往需要支付兩倍到三倍的價格,前提是他們還能搶到機票。
美國運輸安全管理局的困境
在海外戰事持續之際,美國本土的安檢系統也正在陷入一場“慢性危機”。政府部分停擺已經進入第31天,自2月14日起,5萬名美國運輸安全管理局的安檢人員被迫在無薪狀態下工作。亞特蘭大、休斯敦和紐約等主要樞紐機場的缺勤率已經飆升至約20%。有關部門警告稱,如果華盛頓的僵局持續,小型機場可能被迫直接關閉。
納波利指出:“我們的安檢系統出現了問題:安檢排隊時間極長,邊境管控同樣大排長龍。這一切都讓美國人的出行體驗變得極其糟糕。”
AirHelp的數據凸顯了此次混亂的嚴重程度。2026年2月,美國表現最差的大型機場航班中斷率高得驚人:勞德代爾堡-好萊塢國際機場(Fort Lauderdale-Hollywood International)以61.8%的航班中斷率居首,其次是紐瓦克自由國際機場(Newark Liberty,61.0%)和芝加哥奧黑爾國際機場(O’Hare,59.1%)。紐約拉瓜迪亞機場(LaGuardia)和羅納德·里根國家機場(Ronald Reagan National)分別以58.7%和58.2%位列倒數第四位和第五位。即便是表現最好的機場,運行也遠談不上順暢:鹽湖城國際機場(Salt Lake City International)的航班中斷率仍然高達39.6%。
旅游業面臨風險
這場危機發生的時機極其糟糕。2026年國際足聯世界杯(2026 FIFA World Cup)將在北美洲的16個主辦城市拉開帷幕,其中包括達拉斯、休斯敦、洛杉磯、邁阿密和紐約。兩年后,美國還將舉辦2028年洛杉磯奧運會。這兩項賽事原本被寄予厚望,有望為依然在努力重建消費信心的美國旅游業帶來數十億美元的收入;與此同時,由于關稅政策和治安問題,全球對美國的整體好感度已經跌至歷史低點。
納波利說:“任何不確定性都會打擊消費者信心,也會削弱旅客的出行信心。我們希望人們來美國觀看世界杯。但如果人們擔心辦理入境手續困難、航班大面積延誤卻無能為力,或者機票價格高得離譜,那么預期中的游客數量很難實現。”
影響遠不止于機場。納波利補充道:“這不僅會影響賽事本身,還會沖擊所有圍繞賽事做出預算安排的企業。酒店入住率、餐飲行業——很多企業都依賴世界杯的成功舉辦。”
目前,納波利認為,要全面評估這場他所稱的“極其令人不安”的航空業動蕩的影響仍然為時尚早。他指出,相關索賠通常在航班中斷發生數月后才會集中出現,而非幾天之內。至于眼下的局勢到底有多糟,他也給出了自己的“結論”。他笑著說道:“這種事情總是在我準備出行的時候發生。”盡管如此,他還是決定照常預訂全家的度假行程。(財富中文網)
譯者:劉進龍
一場導彈與無人機橫飛的地區沖突,已經擾亂了中東空域;對霍爾木茲海峽(Strait of Hormuz)的封鎖令油價飆升;而美國政府部分停擺,則使5萬名美國運輸安全管理局(TSA)的安檢人員超過一個多月無薪工作。多重危機同時爆發,迫使旅客重新考慮出行計劃,因為當下的局勢開始重現幾年前新冠疫情期間的混亂景象。
全球最大航班索賠平臺AirHelp的首席法務官埃里克·納波利說:“眼下的局面已經失控。世界各地的種種亂象,此刻正在集中爆發。”
納波利表示,近幾個月來,越來越多的旅客通過AirHelp尋求追回因為航班中斷而造成的損失。戰爭導致航班停飛并推高燃油價格,加之墨西哥持續的沖突、政府雇員在無薪工作一個多月后紛紛請病假,以及惡劣天氣等因素,共同釀成了自新冠疫情令全球停擺以來前所未見的“完美風暴”。納波利稱,最關鍵的是,人們再次提出了和當年同樣的問題:這一切何時才能結束?
納波利告訴《財富》雜志:“這種感覺和新冠疫情時期很相似,我們會想,好吧,我們不知道到底發生了什么。未來會怎樣?這種情況會持續兩周、三周,還是一年?一切都會改變嗎?這些我們都無從得知。”
伊朗戰爭導致領空關閉,燃油價格上漲
美國、以色列與伊朗之間的沖突,實際上已經瓦解了海灣地區作為全球航空樞紐的地位。各大航空公司紛紛停飛或改道,使原本經由迪拜、阿布扎比或多哈轉機的旅客陷入進退兩難的境地。
納波利表示:“卡塔爾、阿聯酋等經濟體的發展,本質上依賴其作為連接歐洲、美國與亞洲的中轉樞紐的地位。如今一切已經停擺。任何從美國或歐洲前往亞洲的旅客,突然遭遇嚴重的航班中斷,這讓乘客們倍感沮喪。”
滯留在海灣地區的旅客的選擇十分有限。納波利描述了旅客爭相尋找替代方案的場景,例如驅車數小時前往鄰國仍在運營的機場。他說:“很多人都在航班候補名單上,情況瞬息萬變。空域可能今天還正常,明天便突然關閉了。”
更糟糕的是,燃油價格大幅飆升。布倫特原油價格在過去一個月上漲了50%以上,目前已經達到每桶115美元。根據國際航空運輸協會(International Air Transport Association)的數據,全球航空燃油均價已經升至每桶157.41美元,幾乎是2026年行業預測水平的兩倍。對旅客而言,這直接轉化為購票時的價格沖擊。納波利稱:“我們確實看到了燃油上漲帶來的影響。”他本人正在重新考慮今年夏季帶家人從西班牙前往美國得克薩斯州度假的計劃,也感受到了票價上漲的壓力。“機票價格將會大幅上漲。”那些幾個月前通過海灣地區的航空公司以較低價格訂票的乘客,如今若要改簽至歐洲或美國航司,往往需要支付兩倍到三倍的價格,前提是他們還能搶到機票。
美國運輸安全管理局的困境
在海外戰事持續之際,美國本土的安檢系統也正在陷入一場“慢性危機”。政府部分停擺已經進入第31天,自2月14日起,5萬名美國運輸安全管理局的安檢人員被迫在無薪狀態下工作。亞特蘭大、休斯敦和紐約等主要樞紐機場的缺勤率已經飆升至約20%。有關部門警告稱,如果華盛頓的僵局持續,小型機場可能被迫直接關閉。
納波利指出:“我們的安檢系統出現了問題:安檢排隊時間極長,邊境管控同樣大排長龍。這一切都讓美國人的出行體驗變得極其糟糕。”
AirHelp的數據凸顯了此次混亂的嚴重程度。2026年2月,美國表現最差的大型機場航班中斷率高得驚人:勞德代爾堡-好萊塢國際機場(Fort Lauderdale-Hollywood International)以61.8%的航班中斷率居首,其次是紐瓦克自由國際機場(Newark Liberty,61.0%)和芝加哥奧黑爾國際機場(O’Hare,59.1%)。紐約拉瓜迪亞機場(LaGuardia)和羅納德·里根國家機場(Ronald Reagan National)分別以58.7%和58.2%位列倒數第四位和第五位。即便是表現最好的機場,運行也遠談不上順暢:鹽湖城國際機場(Salt Lake City International)的航班中斷率仍然高達39.6%。
旅游業面臨風險
這場危機發生的時機極其糟糕。2026年國際足聯世界杯(2026 FIFA World Cup)將在北美洲的16個主辦城市拉開帷幕,其中包括達拉斯、休斯敦、洛杉磯、邁阿密和紐約。兩年后,美國還將舉辦2028年洛杉磯奧運會。這兩項賽事原本被寄予厚望,有望為依然在努力重建消費信心的美國旅游業帶來數十億美元的收入;與此同時,由于關稅政策和治安問題,全球對美國的整體好感度已經跌至歷史低點。
納波利說:“任何不確定性都會打擊消費者信心,也會削弱旅客的出行信心。我們希望人們來美國觀看世界杯。但如果人們擔心辦理入境手續困難、航班大面積延誤卻無能為力,或者機票價格高得離譜,那么預期中的游客數量很難實現。”
影響遠不止于機場。納波利補充道:“這不僅會影響賽事本身,還會沖擊所有圍繞賽事做出預算安排的企業。酒店入住率、餐飲行業——很多企業都依賴世界杯的成功舉辦。”
目前,納波利認為,要全面評估這場他所稱的“極其令人不安”的航空業動蕩的影響仍然為時尚早。他指出,相關索賠通常在航班中斷發生數月后才會集中出現,而非幾天之內。至于眼下的局勢到底有多糟,他也給出了自己的“結論”。他笑著說道:“這種事情總是在我準備出行的時候發生。”盡管如此,他還是決定照常預訂全家的度假行程。(財富中文網)
譯者:劉進龍
A regional war filled with missiles and drones flying overhead has dismantled the Middle Eastern airspace. The blockage of the Strait of Hormuz has sent oil costs skyrocketing. A partial government shutdown has left 50,000 TSA agents working without pay for more than a month. It’s everything, everywhere, all at once, forcing travelers to rethink their plans as the landscape begins to mirror something we’ve experienced a few years earlier during the pandemic.
“It’s a crazy situation,” said Eric Napoli, Chief Legal Officer at AirHelp, the world’s largest flight compensation platform. “Different situations in different places in the world are all convening at once.”
Napoli said that more travelers have been turning to AirHelp in recent months to recover money lost due to flight disruptions. Again, the combination of a war grounding flights and driving up fuel costs, coupled with ongoing conflicts in Mexico, government workers calling out sick after a month and counting of working without pay, and poor weather conditions, has led to a perfect storm that hasn’t been seen since COVID-19 saw the world come to a standstill. Above all, Napoli said, we’re all asking the same question we asked back then: when is it going to end?
“The sensation of the pandemic is similar in the sense that we’re like, okay, we don’t know what just happened,” Napoli told Fortune. “What’s the future going to be? Is this something that’s going to last two weeks, three weeks, a year? Is everything going to change? This is what we don’t know.”
The Iran war is closing airspace and increasing fuel prices
The conflict between the U.S., Israel, and Iran has effectively shattered the Gulf’s role as a global aviation crossroads. Airlines have grounded or rerouted flights, leaving passengers who booked connections via Dubai, Abu Dhabi, or Doha in limbo.
“Economies like Qatar or the Emirates that have really based themselves on being the connecting hub between Europe, the US, and Asia. All that stuff has been frozen,” Napoli said. “Anybody traveling to Asia from the U.S. or Europe suddenly sees major flight disruption. That’s been incredibly frustrating for passengers.”
For those stranded in the Gulf, options are grim. Napoli described scenes of travelers scrambling for alternatives, such as driving for hours to reach operational airports in neighboring countries. “People are all on wait lists for flights, and it’s very touch-and-go,” he said. “From one day to the next, airspace might close.”
Making matters worse is a dramatic spike in fuel costs. Brent crude has surged more than 50% over the past month and is now at $115 a barrel. Jet fuel now averages $157.41 per barrel globally, nearly double industry forecasts for 2026, according to the International Air Transport Association (IATA). For travelers, that translates directly into sticker shock at checkout. “We see the concern of fuel increases,” said Napoli, who himself has noticed prices jump as he reconsiders a family vacation to Texas from his home in Spain this summer. “Ticket prices will increase astronomically.” Passengers who booked through Gulf carriers months ago at competitive fares now face rebooking on European or American carriers at two or three times the cost, if they can find a seat at all.
The TSA meltdown
While the war plays out abroad, a slow-motion crisis is unfolding at America’s own checkpoints. The partial government shutdown, now entering its 31st day, has forced 50,000 TSA officers to work without pay since Feb. 14. Absenteeism at major hubs like Atlanta, Houston, and New York has surged to approximately 20%. Small airports, officials have warned, could face outright closure if the standoff in Washington continues.
“We’ve had TSA issues: really long lines just to go through security, really long lines at border control,” Napoli said. “All of that has just made travel super frustrating for Americans.”
Data from AirHelp highlights the scope of the disruption. In February 2026, the worst-performing major airports recorded staggering flight disruption rates: Fort Lauderdale-Hollywood International led the country at 61.8% of flights disrupted, followed by Newark Liberty at 61.0% and O’Hare at 59.1%. New York’s LaGuardia and Ronald Reagan National rounded out the bottom five at 58.7% and 58.2%, respectively. Even the best-performing airports were far from smooth: Salt Lake City International topped that list at a 39.6% disruption rate.
Tourism at risk
The timing couldn’t be worse. The 2026 FIFA World Cup is set to kick off across 16 North American host cities, including Dallas, Houston, Los Angeles, Miami, and New York. The LA28 Olympics follow two years later. Both events were expected to deliver billions in tourism revenue to a U.S. travel industry still rebuilding consumer confidence, and as worldwide general sentiment towards the U.S. has hit all-time lows thanks to tariffs and policing efforts.
“Uncertainty is always bad for consumer confidence, and it’s bad for passenger confidence,” Napoli said. “We want people to come to the U.S. for the World Cup. If there’s a fear of really long passport control difficulties, if there are fears of lots of delays and nothing people can do about it, if ticket prices become incredibly expensive, then we won’t see those numbers.”
The consequences extend well beyond the airport. “It won’t just be bad for the event,” Napoli added. “It will be bad for all the businesses that have planned their budgets around it. Hotel occupancy, restaurants: a lot of businesses are really depending on a successful World Cup.”
For now, Napoli says it’s still too early to measure the full fallout of what he calls an “incredibly uncomfortable” moment for the airline industry. Claims, he notes, come in months after disruptions occur, not days. In the meantime, he has his own verdict on how bad things really are. “These things always happen when I’m about to travel,” he said with a laugh. He’s still booking his family vacation anyway.