The full quote implies more uncertainty
reply> So based on that, we believe what is most fair is to put current trends in because you cannot predict at what point consumers and demand is going to be -- you're going to begin to see demand destruction based on the pricing environment.
https://www.fool.com/earnings/call-transcripts/2026/04/23/so...
"We've finally gone too far on pricing" is a wild thing to hear a CEO say out loud in 2026.
replyIt's not that the prices are up to milk the consumer. Look at Southwest's thin profit margin. Costs are up
replyCosts aren't just up on the shocks of this year. The daily production of all diesel and jet fuel per capita has been declining month on month since 2008.
replyThe per capita part is very important to explaining the figure, don't ignore it, but if you break oil (and related products like kerogen, bitumen and NGL) into light, medium and heavy we hit peak medium oil in 2008.
I'm not following
replyAccording to the commenter, price up while production per capita down makes the product unaffordable or less interesting to a lot of people. It is implied by the commenter that fuel producers should produce more and aim for lower prices.
replyJet fuel has more than doubled in cost just this year. That wasn't in anyone's plans.
replyIt was definitely someone's plan though
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