US-India Air Capacity Hits New High

Open Skies Delivers as Indian Carriers Expand US Footprint

• Air India: Announced daily non-stop service from Bengaluru to San Francisco effective October 2026.
• American Airlines: Expanding codeshare partnerships with IndiGo, opening 25+ new connecting itineraries across India.
• Capacity: Total weekly seats between India and the US now exceed pre-COVID peak by 12%.

The B2B Angle

Corporate and VFR demand driving growth. The tech corridor (Bengaluru-Silicon Valley) finally gets a non-stop product, eliminating one-stop pain points. Consolidators should expect downward pressure on fares on west coast routes, but premium cabins remain tight.