The US legacies are currently ultra-bullish on long-haul travel. Premium travel demand and prices are at record highs. Last year, trade-related uncertainty discouraged some from booking. And now some are trying to catch up, not entirely unlike post covid-19 "revenge" travel.

An article in today's FT suspects the US3 might have to revise their expectations downwards next quarter (due to the Iran war, oil prices near $100 etc.), but business is very strong still.

I would argue UA does not need business light. Also, keep in mind LH group does not introduce PE/J light on TATL routes. I think that will follow within a year. But, for now, there is no argument to be made that UA needs to follow LH group in order to keep their pricing scheme aligned with that of the JV partner.