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DOT Revokes Antitrust Immunity, Orders DeltaAeroméxico Joint Venture to End by Jan. 1, 2026

U.S. regulators concluded the tie-up undermines competition in U.S.–Mexico markets after Mexican airport slot and cargo policies skewed market conditions.

Overview

  • DOT’s final order revokes approval and antitrust immunity for the partnership and requires an end to common pricing, capacity coordination, and revenue sharing.
  • The agencies allowed cooperation that does not require immunity to continue, including codeshares, joint marketing, and frequent‑flyer reciprocity, and Delta may keep its 20% stake in Aeroméxico.
  • The unwind deadline was extended to January 1, 2026 from October 25, 2025 to limit disruption as the carriers separate their joint operations.
  • Citing a review underway since 2022, the DOT faulted Mexico for slot ‘confiscations’ at Mexico City’s AICM, the shift of cargo operations to AIFA, and a non‑standard slot regime that advantages Aeroméxico.
  • Aeroméxico, Delta, and Mexico’s pilots union criticized the decision, warning of higher fares, reduced capacity, and job impacts, as both airlines assess their next steps.