The Claude Effect Is Coming for Travel
Here’s the pattern: Anthropic, the AI company behind Claude, announces a new capability aimed at a specific sector.
The moment an AI agent handles the complexity of travel, the intermediation layer of online travel agencies and metasearch sites will have to answer why it exists — or at least why it commands the margin it does.
Let’s run through some of the damage:
skift.com/2026/03/02/t...
02.03.2026 19:05
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Extreme Travel Disruption After U.S. and Israel Attack Iran
Air travel from, to, and through the Middle East is being severely disrupted following a U.S. and Israeli attack on Iran, and associated retaliation.
Widespread airspace closures and flight disruptions have occurred across the Middle East after Israel and the U.S. launched strikes on Iran. These attacks are not entirely surprising, but their impact on the travel industry will still be enormous.
skift.com/2026/02/28/g...
28.02.2026 13:47
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Has JetBlue’s Transatlantic Growth Hit a Ceiling?
JetBlue’s summer 2026 transatlantic schedule balances slot constraints, fleet limits, and rising premium narrowbody competition.
JetBlue’s transatlantic ambitions are beginning to meet practical limits. Summer 2026 reflects an airline fine-tuning growth as slot constraints, fleet availability, and intensifying competition test its model.
skift.com/2026/02/26/h...
26.02.2026 19:10
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Why Executives Don’t Attend Skift Global Forum Alone
Teams that attend Skift Global Forum 2025 gain shared insights, stronger networks, and faster alignment. Secure group pricing while seats last.
🚨 No executive can keep up with every shift in travel alone. That’s why the smartest companies send teams to Skift Global Forum 2025.
Don’t just attend. Arrive with your team and leave with a competitive edge.
Read more: https://bit.ly/4lFUb7M
22.08.2025 14:10
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'It's Like Being in an Oven:' How Extreme Heat Is Changing Travel
The effects of extreme heat in Europe and the world as temperatures soar, transforming business operations in cities like Dubrovnik.
When Europe experienced a record heatwave in 2016, Ivan, a tour operator in Dubrovnik, thought it was going to be a one off. Turns out it was just the start.
“I just thought 2016 was one of those summers which happens once every 20 years. The heat just lasts longer.”
skift.com/2025/06/01/i...
01.06.2025 13:22
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United and JetBlue Launch Partnership: 'Blue Sky' to Link Loyalty Programs
Putting an end to months of industry speculation, United and JetBlue confirm that they’re linking loyalty programs. What could come next?
United Airlines and JetBlue Airways are entering a partnership.
In a joint statement on Thursday morning, the carriers unveiled plans to bring their loyalty programs closer together.
Funny enough, it’s called Blue Sky
skift.com/2025/05/29/u...
29.05.2025 11:37
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“So very painful" sums up how many travel leaders are feeling on the first major milestone of the second Trump administration.
skift.com/2025/04/30/t...
30.04.2025 06:47
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Mandarin Oriental Debuts App and Revamps Loyalty Program
Exclusive, via
@skift.com
skift.com/2025/04/29/m...
29.04.2025 11:14
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The Trump Effect
A new weekly newsletter for travel industry executives navigating the turbulence of Trump-era policymaking.
Sign up for our brand-new newsletter, The Trump Effect. It’s a new weekly read for travel industry executives navigating the turbulence of Trump-era policymaking.
info.skift.com/en/thetrumpe...
27.04.2025 08:32
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U.S. Lobbying Roundup: Which Travel Companies Spent the Most
Many prominent travel and tourism industry interests increased their federal-level lobbying spending during early 2025.
With Donald Trump back in the White House and a new GOP-controlled Congress, the travel industry has no choice but to keep spending on lobbying — and spend it did.
New from me in @skift.com:
skift.com/2025/04/22/u...
22.04.2025 19:53
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President Donald Trump responded to a reporter’s question Wednesday on why he thinks tourism to the U.S. may be down: He said it could be nationalism on the part of tourists from other countries, though also said he “doubts it.”
skift.com/2025/04/23/t...
24.04.2025 07:17
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We're updating our list with a more complete set of names because other hotel operators have finally reported their executive compensation to the U.S. Securities and Exchange Commission.
skift.com/2025/04/16/w...
17.04.2025 11:53
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A summary of the story linked to in this post. You can have the full story read to you at that link.
U.S. Tourism Data Warning: Visits From Europe Dropped in March
skift.com/2025/04/08/u...
Data is beginning to show that global travel interest to the U.S. is already impacted by the Trump administration's policies.
13.04.2025 19:53
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‘Growth Has Largely Stalled’: Delta CEO Sounds Alarm on Global Economy
As the industry faces economic uncertainty due to tariffs, Delta delivered better-than-expected first quarter results.
‘Growth Has Largely Stalled’: Delta CEO Sounds Alarm on Global Economy
skift.com/2025/04/09/d...
As the industry faces economic uncertainty, Delta delivered better-than-expected first quarter results.
09.04.2025 13:18
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U.S. Tourism Data Warning: Visits From Europe Dropped in March
Data is beginning to show that global travel interest to the U.S. is already impacted by the Trump administration's policies and announcements
U.S. Tourism Data Warning: Visits From Europe Dropped in March
skift.com/2025/04/08/u...
Data is beginning to show that global travel interest to the U.S. is already impacted by the Trump administration's policies and announcements.
09.04.2025 08:40
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Line graph showing the status of travel stocks from January 1 to April 4, 2025. Accommodations, Airlines, Cruises and Tours, and Travel Tech sectors all see double digit percentage drops, while Ground Transportation is up in the single digits.
Global travel stocks are being battered once again on Monday, with some of the industry's biggest names reporting double-digit same-day declines.
skift.com/2025/04/07/w...
07.04.2025 10:04
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Line chart showing performance of the global travel industry month over month. Accommodations sector is down 9%, while ground transportation is down 1%.
Publicly traded travel brands are doing better than they were two weeks ago, but they're still down from 1%-9% over this time last month.
Subscribe to any Skift membership plan to get sector-by-sector insights into global travel brands at the Skift Travel 200:
data.skift.com/skift-travel...
24.03.2025 13:43
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