更新于：2026年3月6日 / 美国东部时间下午4:28 / 哥伦比亚广播公司新闻
随着伊朗战争导致全球石油成本攀升，推高喷气燃料成本，美国旅客可能很快会看到机票价格上涨。
美国全国广播公司财经频道报道，联合航空公司首席执行官斯科特·柯比周四在一个行业活动上表示，燃油成本上升将对该航空公司本季度的财务业绩产生“重大”影响。他还表示，对客运机票成本的影响“可能很快开始”。联合航空公司向哥伦比亚广播公司新闻证实了柯比的言论。
美国总统特朗普要求伊朗“无条件投降”，引发投资者对冲突长期化的担忧，美国基准原油西德克萨斯中质原油周五飙升逾11%，达到近每桶91美元。国际基准布伦特原油跃升至92.47美元，为近两年来最高水平。
哪些座位将更贵
旅游行业分析师、Atmosphere Research Group创始人亨利·哈特维尔德特告诉哥伦比亚广播公司新闻，自伊朗冲突爆发以来，他已经看到机票价格开始悄然上涨。
“航空公司本周开始提高票价，因为现货喷气燃料价格开始飙升，”他表示。
哈特维尔德特补充说，这些涨价大多针对商务舱和头等舱的优质机票，而“购买基础经济舱或折扣经济舱机票的人”的价格不太可能上涨。
哈特维尔德特还表示，一些航空公司已在部分长途国际航线上对机票价格额外收取“燃油附加费”。
“航空公司可能比其他任何行业都更清楚消费者愿意为一次航班支付多少钱，”他告诉哥伦比亚广播公司新闻。“因此，他们正在努力平衡可以提高多少票价以覆盖大幅增加的燃油成本，以及提高到什么程度会超出消费者的承受能力。”
喷气燃料成本飙升
根据Argus美国喷气燃料指数，喷气燃料约占航空公司运营成本的五分之一，周四价格为每加仑3.95美元，较2月下旬（美国与以色列联合袭击伊朗前一天）的2.50美元上涨56%。
中东石油和液化天然气的重要贸易路线霍尔木兹海峡因战争实际上已关闭。市场研究公司Sparta大宗商品主管詹姆斯·诺埃尔-贝斯威克在本周给客户的报告中表示，这种供应中断现在正导致“全球喷气燃料价格出现天价波动”。
诺埃尔-贝斯威克还指出，由于航空公司面临“更长的飞行路线和更紧张的供应”，欧洲的喷气燃料价格已达到2022年以来的最高水平。
康奈尔大学SC约翰逊商学院访问副教授维迪亚·马尼告诉哥伦比亚广播公司新闻，与战争相关的石油和天然气供应限制可能导致一系列商品出现通胀压力。
“如果这种情况持续数周或数月，主要制造中心因能源获取不足，供应链的连锁反应将加剧，”她说。
收入损失
由于战争，航空公司已经面临因中东航班取消或改道而导致的收入损失。信用评级机构惠誉表示，对于航空公司和其他石油密集型行业，很多都取决于冲突持续的时间。
“中断通过更长的航线、额外的技术经停、机组人员和员工加班，以及更高的住宿和处理费用，增加了运营成本，”信用机构分析师在一份报告中写道。“除了收入损失外，航空公司还可能受到燃料价格上涨的影响。”
由阿隆·谢特编辑
美联社对本报道有贡献。
United Airlines CEO said U.S. airfares could soon rise as Iran war drives up oil prices
Updated on: March 6, 2026 / 4:28 PM EST / CBS News
Travelers could soon see a rise in U.S. airfares as climbing global oil costs due to the Iran war boost the cost of jet fuel.
Speaking at an industry event on Thursday, United Airlines CEO Scott Kirby said rising fuel costs will have a “meaningful” impact on the carrier’s financial results this quarter, CNBC reported. He also said the impact on passenger plane ticket costs will “probably start quick.” United confirmed Kirby’s comments with CBS News.
West Texas Intermediate, the U.S. oil benchmark, shot up more than 11% on Friday to nearly $91 per barrel after President Trump demanded Iran’s “unconditional surrender,” stoking investor concerns about a prolonged conflict. Brent crude, the international benchmark, jumped to $92.47, the highest level in nearly two years.
Which seats will cost more
Travel industry analyst Henry Harteveldt, founder of the Atmosphere Research Group, told CBS News he is already seeing airplane ticket prices creep up since the Iran conflict kicked off.
“Airlines began increasing airfares this week as spot jet fuel prices started to spike,” he said.
Most of those increases have been for premium tickets in business and first-class cabins, Harteveldt added, noting that prices are less likely to climb for “people who buy basic economy or discount coach tickets.”
Harteveldt also said that some carriers have tacked on “fuel surcharges” to ticket prices on some long-haul international routes.
“Airlines know, perhaps better than any other industry, what consumers’ willingness to pay for a flight is,” he told CBS News. “So they are trying to find a balance between how much they can increase fares to cover substantially higher fuel costs and how high is too high.”
Surging jet fuel costs
Jet fuel, which accounts for about one-fifth of airlines’ operating expenses, on Thursday cost $3.95 a gallon, up 56% from $2.50 in late February, one day before the joint U.S.-Israel attack on Iran, according to the Argus U.S. Jet Fuel Index.
The Strait of Hormuz, a vital trade route in the Middle East for oil and liquefied natural gas, is effectively closed because of the war. That supply disruption is now causing “stratospheric moves in global jet pricing,” James Noel-Beswick, head of commodities at market research firm Sparta, said in a client note this week.
Noel-Beswick also noted that jet fuel prices in Europe have hit their highest level since 2022, as airlines face “both longer flight routes and tightening supply.”
Vidya Mani, a visiting associate professor at Cornell University’s SC Johnson College of Business, told CBS News that war-related constraints on oil and gas supplies could lead to inflationary pressures across a range of goods.
“When this lasts for several weeks [or] months, the compounding effect ripples through supply chains due to the lack of energy access at major manufacturing hubs,” she said.
Lost revenue
Airlines already face lost revenue from canceled or diverted flights in the Middle East due to the war. For carriers and other oil-intensive industries, much depends on the duration of conflict, according to Fitch Ratings.
“Disruption increases operating costs through longer routings, additional technical stops, crew and staff overtime, and higher accommodation and handling expenses,” analysts with the credit bureau wrote in a report. “As well as lost revenue, airlines are likely to be affected by higher fuel prices.”
Edited by Alain Sherter
The Associated Press contributed to this report.
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