Past Issues

Issue No. 880

Orlando Magic

The third quarter is nearing its end, with demand still humming in most markets, excluding China and Japan. Better yet, fuel costs continue their downward march, albeit from extremely high levels this summer. West Texas Intermediate crude oil prices dropped...

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Issue No. 879

An India Comeback Story

United and Emirates working together? The once unthinkable is now true, though the partnership of the two unveiled last week is limited in scope, at least for now. More significant for United is the sustained strength in travel demand right...

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Issue No. 878

Autumn Strength

Fall? What fall? It still feels like summer for U.S. airlines, judging from comments by several carriers at an investor event last week. Peak, summer-like demand persists despite the change of seasons, as new financial guidance from United makes clear....

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Issue No. 877

ITA Airways Spoils

European consolidation got a leg up last week, but not in the way many expected. Italian authorities named the offer from private equity firm Certares with Air France-KLM and Delta as their preferred bidder for ITA Airways instead of frontrunner...

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Issue No. 876

Sunrise for Qantas

September 1 marks the beginning of spring in Australia and New Zealand, two airline markets, appropriately enough, now springing back to life. Demand for Qantas and Air New Zealand is in many respects just as strong if not stronger than...

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Issue No. 875

Sustainable Fuel Forward

Airlines from Thailand, South Korea, and Turkey headlined the earnings parade last week, offering mixed messages on the recovery. Travelers are clearly returning to the beaches and cities of Thailand, though not yet in sufficient quantity to deliver profits for...

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Issue No. 874

Lufthansa’s Urge to Merge

The second quarter earnings results keep rolling in, depicting an airline industry enjoying a resurgence in demand, but also a shortage of supply, especially of people and planes. Korean Air stole the show with a thundering 22 percent operating margin...

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Issue No. 873

Inside the JetBlue-Spirit Union

With many airlines having now reported their second quarter results, some clear trends are emerging. Most importantly, travel is back in a big way in all but a few markets, like China. On the other hand, high fuel prices are...

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Issue No. 872

Airshow Shopping

There’s life in the airline industry again. For the first time since the onset of Covid, the aviation world gathered near London for the Farnborough Air Show. Delta grabbed the spotlight with a blockbuster order for Boeing’s 737-10, not to...

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Issue No. 871

Back To Black

Second quarter earnings season is underway, ushered in with solid performance from Delta. The Atlanta-based giant earned a double-digit operating margin for the spring quarter, a welcome lift from its loss-splattered results during two years of pandemic misery. Delta is...

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Issue No. 870

Indian Disruptor

As expected, America’s skies were busy this Independence Day holiday. And they would have been busier still were it not for high ticket prices, elevated by high fuel prices, and constrained capacity. Also, as expected, traveler patience was a must,...

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Issue No. 869

South American Reawakening

As America’s Independence Day holiday approached, airlines and their customers braced for more operational distress. Simply put, airlines, airports, and air traffic control towers throughout the U.S. are understaffed, owing to tight labor markets and earlier downsizing. The problem, however,...

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