Episode

The jet fuel crisis is only the most convenient explanation for what’s happening to Air India

Podcast
Daybreak
Published
May 12, 2026
Duration seconds
584
Processing state
not_requested
Canonical source
https://share.transistor.fm/s/1c015fab
Audio
https://media.transistor.fm/1c015fab/95033682.mp3
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/v1/public/podcasts/daybreak-5886514/episodes/the-jet-fuel-crisis-is-only-the-most-convenient-explanation-for-what-s-happening-to-air-india
Markdown
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Summary

Air India’s board met in Mumbai last week to discuss cost cuts, CEO succession, and whether to start charging business class passengers separately for meals and lounge access. The airline is projecting losses exceeding ₹22,000 crore for the financial year just ended, nearly double the year before. Campbell Wilson is stepping down as CEO. International flights are being cut by over 20%. Jet fuel costs are up 63% since the war on Iran began. But the crisis arrived at an airline already deep in trouble. In today’s episode, we look at what was happening inside the Tata turnaround long before the war on Iran began. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.