373. AviaDev's March 2026 Connectivity Update with Behramjee Ghadially and Sean Mendis

In the March 2026 AviDev Africa connectivity update, host Jon Howell and consultants Sean Mendis and Behramjee Ghadially discuss how the Iran war and GCC corridor disruption are reshaping Africa-related air travel, creating short-term transit gains for Ethiopian, Kenya Airways, Uganda Airlines and Air Peace but driving major fare increases, insurance constraints, and severe jet-fuel supply-chain risks that could lead to rationing and technical stops. They review Ethiopian's schedule changes and debate the Atlanta restart, analyze Kenya Airways' Gatwick increase alongside worsening financial results, and detail Uganda Airlines' operational crisis, leadership changes, and wet-leased Ethiopian 787 operations. The episode also critiques Air Tanzania's planned Seychelles launch, covers Air Seychelles' wet-lease adjustments, notes Air Transat postponing Toronto–Accra, highlights Africa World Airlines' move to Embraer 190s, summarizes Air Peace's West Africa network retiming and Caribbean resumption, and discusses Enugu Air's AOC transition and ambitious fleet-growth claims.  00:00 March Update Kickoff 02:40 The Impact of the Iran war on Africa 05:04 Fuel Supply Crunch and impact 10:00 Fare and Load Factor Shock 20:43 How will Gulf Carriers react? 31:23 Kenya Airways Gatwick Boost 35:06 Kenya Airways Results And Outlook 42:10 Ethiopian Airlines to launch Atlanta Debate 44:24 Uganda Airlines Turmoil 51:58 Air Tanzania Seychelles Route 57:07 Indigo XLR Pivot to Africa 01:04:48 Indigo Strategy and Leadership Shift 01:09:43 Air Seychelles Wet Lease 01:16:25 Air Transat Shelves Toronto - Accra route 01:20:12 Africa World Airlines Adds E190 01:23:55 Air Peace Regional Network Shakeup 01:33:12 Enugu Air Fleet Growth 01:37:47 Wrap Up and Next Episode