MANFOD - my post which you refer to was indeed about The Battle of The Atlantic which looks now set to rage for some time to come. The depth-charges of VS/DL versus the torpedoes of Thomas Cook. These are now the main players who may yet dodge the biggest icebergs of Trump and Brexit if they pull back the engines from FULL AHEAD. Some others may be sunk, perhaps those without good tactical manoeuvres or a clear course to steer, rather than a lack of firepower.
Elsewhere - Europe and the East out of MAN looks to have more resilience and could be lifeboats for the UK based carriers suffering losses on the Atlantic. I suspect we won't see the heady double-digit growth of last year repeated for a while. But it now takes less than 4% growth to add a million passengers each year and so expect big volumes still.