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U.S. Pulls DeltaAeroméxico Antitrust Immunity, Joint Venture to End Jan. 1, 2026

Mexico rejects the decision’s rationale, saying it addressed DOT concerns.

Overview

  • The U.S. Department of Transportation finalized the revocation of antitrust immunity for the DeltaAeroméxico alliance, requiring an end to joint pricing, capacity coordination and revenue sharing on transborder routes from January 1, 2026.
  • DOT cited Mexico’s reduction of takeoff and landing slots at Mexico City’s main airport and the relocation of cargo operations to Felipe Ángeles Airport as anticompetitive actions.
  • Aeroméxico confirmed that codeshare agreements and frequent‑flyer reciprocity with Delta remain in place, preserving network access and mileage accrual and redemption for customers.
  • President Claudia Sheinbaum questioned the move and suggested “other interests” were involved, while the transport ministry said it fully answered four DOT observations and will meet with Aeroméxico to prevent harm to pilots.
  • Industry experts and unions warned of lost connectivity and possible fare increases, and estimates from the airlines and analysts put annual impacts near $800 million and about 1.8 million roundtrip seats across dozens of routes.