The latest Market Talks covering the Auto and Transport sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.<\/p>\n
1349 GMT \u2013 The collapse of Spirit Airlines has been a boon for every airline in an otherwise tight competitive landscape, Raymond James analysts Savanthi Syth and Carter Eades say in a research note. The biggest beneficiaries in terms of competitive overlap with Spirit are JetBlue and Frontier, followed by Southwest and Delta, the analysts say. Frontier\u2019s expansion to take over Spirit\u2019s old routes has somewhat misaligned its total capacity with demand, but its still a wise move that should pay off in the long run as Frontier is able to use its planes more efficiently and ultimately drive up earnings, they say. (dean.seal@wsj.com)<\/p>\n
1229 GMT \u2013 Voyage times from the Persian Gulf to key Asian importers and tanker repositioning remain a key constraint on how quickly oil markets can rebalance even after the Strait of Hormuz reopens, energy strategists at Rabobank say. A fully laden tanker typically takes around 28 to 55 days to reach destinations such as India, China, South Korea, or Japan, meaning that inventories would continue to be drawn even if flows resume. Meanwhile, shipping companies operating tankers that have been rerouted via the Cape of Good Hope to reach the Atlantic basin estimate that operations would take one to two months to fully restart after any suspension of hostilities, Joe DeLaura and Florence Schmit say. (giulia.petroni@wsj.com)<\/p>\n
1057 GMT \u2013 The magnitude of BMW\u2019s profit warning exceeds all expectations even though the probability of a cut had increased in recent weeks, and will drive speculation that German peers could also cut their outlooks, according to Oddo BHF analysts. \u201cBMW\u2019s margins are now near break-even levels, and we cannot say with any certainty that we have reached a low point,\u201d Anthony Dick and Michael Foundoukidis write. It is particularly concerning that the bulk of the revision is due to China, which highlights the structural nature of the downturn, they write. Oddo BHF is cautious on German automakers, and among Europe\u2019s OEMs prefers Renault, which is unexposed to China. BMW trades 6.6% lower at 63.40 euros. (sarah.sloat@wsj.com)<\/p>\n
Copyright \u00a92026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8<\/p>\n","protected":false},"excerpt":{"rendered":"The latest Market Talks covering the Auto and Transport sector. Published exclusively on Dow Jones Newswires at 4:20…\n","protected":false},"author":2,"featured_media":497801,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[78447,35593,337,1631,4857,114,1657,5147,80309,91991,229130,228719,46124,159631,27750,11804,85,58216,46,229131,9693,229129,4319,207487,92867,229128,229127,19806,1510,118238,91999],"class_list":["post-497800","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-air-transport","tag-airlines","tag-asia","tag-asia-pacific","tag-automotive","tag-business","tag-china","tag-corporate","tag-corporate-industrial-news","tag-developing-economies","tag-dragonfly-asia-pacific","tag-dragonfly-world","tag-east-asia","tag-emerging-market-countries","tag-gcapi","tag-greater-china","tag-il","tag-industrial-news","tag-israel","tag-linkendrnrealtime-linkedarticle-dnco20260617005421","tag-logistics","tag-low-cost-airlines","tag-manufacturing","tag-motor-vehicles","tag-newsplus","tag-passenger-airlines","tag-passenger-cars","tag-synd","tag-transportation","tag-transportation-logistics","tag-wsj-pro-wsj-com"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/497800","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=497800"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/497800\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/497801"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=497800"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=497800"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=497800"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}