first, if there is confirmation that the FAA is lifting expansion restrictions on United, there should be more than an "I am hearing" from jon.
second, Boeing's delivery delays are having the biggest impact on UA's rapid expansion - not just receiving 1/3 of the MAXs they planned at one point for 2024 but just 5 787s, most weighted in the second half of the year.
third, economics will have the biggest impact on UA's expansion. Internationally, the DOT just released profitability by global region data for the 4th quarter and it shows that UA, once again, lost money over the Pacific while eaking out a tiny profit over the Atlantic and having the smallest profit of the big 3 in Latin America. UA has way too much international capacity in the 4th and 1st quarters and they have just moved it around from one part of the world to another.
UA can take consolation that AA lost money flying both the Atlantic and Pacific for the entire year, offset only by its profits in Latin America - but meaning AA's international system operates on a breakeven basis.
DL is the US' international airline in terms of profitability. Delta made 50% more money than UA while flying 30% less international capacity.
Cranky Flier's recent data shows that UA's massive expansion in the Pacific delivered poor results - and UA has now cancelled LAX-AKL and BNE. Their strategy of trying to flood LAX w/ international capacity so that DL couldn't expand didn't work and hurt UA far more than any other airline.
Domestically, UA did not succeed in getting Airbus to deliver large numbers of A321NEOs so UA will be facing at least 2 years of more "normal" growth which will then mean that large portions of its new deliveries in 2026 and beyond will have to go for fleet replacement, cutting UA Next into a fraction of what it was intended to be.
The FAA didn't need to continue w/ growth restrictions - if that happened - because supply chain concerns will impact UA just as much or more than for other airlines.