Trump Postpones Military Strikes Against Iran
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.INFRASTRUCTURE STRIKES POSTPONED:President Trumpvia Truth Social, "I AM PLEASE TO REPORT THAT THE UNITED STATES OF AMERICA, AND THE COUNTRY OF IRAN, HAVE HAD, OVER THE LAST TWO DAYS, VERY GOOD AND PRODUCTIVE CONVERSATIONS REGARDING A COMPLETE AND TOTAL RESOLUTION OF OUR HOSTILITIES IN THE MIDDLE EAST. BASED ON THE TENOR AND TONE OF THESE IN DEPTH, DETAILED, AND CONSTRUCTIVE CONVERSATIONS, WITCH WILL CONTINUE THROUGHOUT THE WEEK, I HAVE INSTRUCTED THE DEPARTMENT OF WAR TO POSTPONE ANY AND ALL MILITARY STRIKES AGAINST IRANIAN POWER PLANTS AND ENERGY INFRASTRUCTURE FOR A FIVE DAY PERIOD, SUBJECT TO THE SUCCESS OF THE ONGOING MEETINGS AND DISCUSSIONS."NO TALKS:Two Iranian semiofficial news agencies close to the paramilitary Revolutionary Guard claimed that there had been no negotiations with the White House as described by President Trump. The Fars and Tasnim news agencies instead portrayed Trump as backing down due to Iran's threats, the Associated Press.HOSTILITIES RESOLUTION:Shares of Airlines and Cruiselines, including United Airlines, Delta Air Lines, Soutwest Airlines, Carnival, Royal Caribbeanand Viking Holdings, traded up in the wake of President Trump's message that USA and Iran had "very good and productive conversations regarding complete resolution of hostilities."HORMUZ STRAIT:In a post on Truth Social, President Trump, "We are getting very close to meeting our objectives as we consider winding down our great Military efforts in the Middle East with respect to the Terrorist Regime of Iran: (1) Completely degrading Iranian Missile Capability, Launchers, and everything else pertaining to them. (2) Destroying Iran's Defense Industrial Base. (3) Eliminating their Navy and Air Force, including Anti Aircraft Weaponry. (4) Never allowing Iran to get even close to Nuclear Capability, and always being in a position where the U.S.A. can quickly and powerfully react to such a situation, should it take place. (5) Protecting, at the highest level, our Middle Eastern Allies, including Israel, Saudi Arabia, Qatar, the United Arab Emirates, Bahrain, Kuwait, and others. The Hormuz Strait will have to be guarded and policed, as necessary, by other Nations who use it - The United States does not! If asked, we will help these Countries in their Hormuz efforts, but it shouldn't be necessary once Iran's threat is eradicated. Importantly, it will be an easy Military Operation for them. Thank you for your attention to this matter!"FANNIE, FREDDIE PLAN:Pershing Square's Bill Ackman pitched his plan for Fannie Maeand Freddie Mac- for the Trump administration to retire the government's senior preferred shares that give it a $370B claim on government sponsored entities - to administration officials this month, Joe Light of Barron's, citing people familiar with the matter. The officials briefed on Ackman's plan included National Economic Council Director Kevin Hassett, White House Deputy Chief of Staff James Blair, Federal Housing Finance Agency Director Bill Pulte, and Treasury Under Secretary for Domestic Finance Jonathan McKernan, sources told Barron's.
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- New Aircraft Delivery Plan: United Airlines expects to take delivery of over 250 new aircraft by April 2028, including 47 upgraded Boeing 787-9 Dreamliners, with 33 featuring additional premium seats, highlighting the company's focus on enhancing customer experience.
- Growth Strategy Expansion: This delivery plan builds on the United Next growth strategy announced in 2021, indicating the company's ongoing efforts to expand its fleet and improve service quality, aimed at strengthening its competitive position in the market.
- Fleet Modernization Progress: Since the strategy's implementation, United has added 22 Boeing 787 Dreamliners, 237 Boeing 737 MAX, and 67 Airbus A321neos, completing 70% of its retrofit plan for its mainline narrow-body fleet, demonstrating proactive advancements in fleet modernization.
- Human Resource Expansion: The company has hired over 60,000 employees in recent years to support fleet expansion and service enhancement, further strengthening its operational capacity and service quality in the North American market.
- Innovative Seating Design: United Airlines' 'United Relax Row' transforms a row of three economy seats into a lie-flat bed, aimed at enhancing comfort for families, couples, and solo travelers, expected to launch in 2027 and roll out across 200 Boeing 787 and 777 aircraft by 2030.
- Market Competitive Advantage: As the only North American airline offering such a product, United Airlines attracts brand-loyal customers through this innovation, reflecting its strategic decision to rapidly shift towards the premium market, thereby strengthening its market position.
- Strong Financial Performance: United reported a record Q4 revenue of $15.4 billion, with premium revenue rising 9%, significantly outpacing overall revenue growth of 3.5%, indicating the profitability potential of its premium offerings.
- Pricing Competitiveness: While the pricing for 'Relax Row' has yet to be announced, it is expected to be a competitive option, particularly for families who would typically purchase multiple economy tickets, potentially offering greater value at the cost of two or three economy fares.
- Ticket Price Warning: United Airlines has warned that ticket prices could increase by as much as 20% if jet fuel prices remain high, which would directly impact consumer travel costs and potentially lead to a decrease in demand.
- Capacity Reduction: In response to rising operational costs, United has implemented a 5% reduction in capacity on unprofitable routes, aiming to optimize resource allocation and alleviate financial pressure.
- Oil Price Forecast: Internal planning suggests that oil prices could escalate to $175 per barrel and remain above $100 through the end of 2027, forcing the company to contend with high operational expenses in the long term.
- Route Adjustments: Due to geopolitical tensions in the Middle East affecting fuel markets and regional airspace stability, United Airlines has suspended certain routes and reduced flight frequencies to mitigate risks associated with uncertainty.
- Service Suspension Reason: Delta Air Lines has suspended airport escort and red coat services for Congress members due to the partial shutdown of the Department of Homeland Security, highlighting the direct impact of government shutdowns on the airline industry.
- CEO's Strong Opposition: Delta CEO Ed Bastian criticized Congress for failing to authorize pay for Transportation Security Administration (TSA) agents during an interview, emphasizing the threat this poses to aviation security and operational integrity.
- Change in Passenger Treatment: While the reservation line for Congress members remains open, they will now receive the same treatment as other passengers during the shutdown, reflecting Delta's reassessment of resource allocation amid the ongoing crisis.
- Industry Response: Airline executives are collectively pressuring Congress to ensure that essential government workers like TSA officers are compensated during shutdowns, demonstrating the industry's heightened concern over government operations and its implications for air travel safety.
- Service Suspension: Delta Air Lines has suspended airport escort and red coat services for Congress members and their staff due to the ongoing partial shutdown of the Department of Homeland Security, highlighting the direct impact of government shutdowns on the airline industry.
- CEO's Strong Opposition: Delta CEO Ed Bastian expressed to CNBC that Congress's failure to authorize pay for Transportation Security Administration (TSA) agents is 'inexcusable,' urging lawmakers to act to ensure these essential workers are compensated.
- Security Delays: The absence of TSA agents has resulted in longer security lines at major U.S. airports, including Atlanta, where Delta is based, affecting the travel experience for all passengers and raising concerns about operational efficiency.
- Industry Response: While United Airlines stated it has not made changes to its services for Congress members, airline executives are collectively pressuring Congress to ensure that essential government workers like TSA officers receive pay during shutdowns to prevent future service disruptions.
- Surging Oil Prices: Since the onset of the U.S.-Iran war on February 28, oil prices have soared over 40%, with Brent crude reaching above $112 per barrel, resulting in significant spikes in gasoline and jet fuel prices that heavily burden consumers.
- Price Gouging Alerts: Senator Elizabeth Warren has urged the Federal Trade Commission to monitor businesses potentially exploiting the conflict by unfairly raising prices, arguing that this could unjustly impact everyday Americans.
- Jet Fuel Cost Surge: Jet fuel prices have increased by approximately 106% compared to a month ago, prompting airlines to raise fares or impose fuel surcharges, with expectations that airfares will be 5-10% higher than previously anticipated in 2026 and 2027.
- Rising Cost of Living Concerns: The escalating energy costs have intensified consumer worries about the cost of living, becoming a focal point for both Democrats and Republicans ahead of the 2026 midterm elections, highlighting the severity of the economic situation.











