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Airlines across the Americas ponder when the demand bubble will burst

Analysis

Behind the declarations of numerous airlines that demand remains quite strong, one glaring question remains - when will the thirst for travel born from the pandemic be quenched?

No definitive answer is emerging as airline executives try to determine the shape demand will take later in 2023 and beyond. Work-from-home trends continue to evolve, given that more businesses are mandating more time in the office for employees.

But consensus is building that some shifts in work patterns are permanent. Outside forces creating constraints in the airline industry - supply chain bottlenecks and infrastructure challenges - show no signs of improving in the near future.

The only certainty that currently exists is that the narrative could change as time passes, and as more clear-cut patterns materialise.

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