Overview

• The U.S. Department of Transportation issued a final order dated Sept. 15 that revokes the alliance’s immunity and requires an end to joint pricing, capacity management and revenue sharing on U.S.–Mexico routes by Jan. 1, 2026.
• Regulators cite Mexico City policies—slot reductions at AICM, relocation of cargo operations to AIFA and a slots regime deemed noncompliant—as distortions that created unfair advantages for the partners.
• Codeshares, marketing cooperation and frequent‑flyer reciprocity can continue, and Delta is not required to divest its roughly 20% stake in Aeroméxico.
• DOT characterizes the move as a competition safeguard and says it could reevaluate if Mexico demonstrates sustained, verifiable compliance with the 2015 bilateral air‑transport agreement.
• Delta and Aeroméxico say they are reviewing the order and warn of impacts on connectivity and jobs, while Mexico’s pilots union also flags risks for passengers and workers.