Overview

• The U.S. Department of Transportation issued a final order revoking antitrust immunity for the Delta–Aeroméxico joint venture, requiring an end to coordinated pricing and capacity by January 1, 2026.
• U.S. regulators point to reduced slots at Mexico City’s AICM and the transfer of cargo operations to AIFA as the basis for the action under the bilateral framework.
• Mexico’s SICT said the move does not affect passengers, stating tickets remain valid, schedules operate normally, code-shares stay in effect and frequent‑flyer earning and redemption continue.
• President Claudia Sheinbaum rejected the decision, said Mexico addressed four DOT observations, suggested other interests could be influencing the ruling and plans consultations with Aeroméxico.
• Industry analysts and unions warn of fewer routes and frequencies, higher fares and potential job losses, with Delta and Aeroméxico estimating about $800 million in annual impact; separate DOT orders now require advance schedule filings and prior approvals for certain flights by Mexican carriers.