The Airline Weekly Lounge Podcast

Airline Weekly Lounge Episode 8: Africa’s Biggest Airline?
traceyintorcia

Ethiopian Airlines is growing aggressively—and apparently profitably—while other African carriers are struggling. The airline’s centralized location seems to give it a big advantage over other African carriers. Meanwhile, Ethiopian doesn’t face a lot of competition within Africa. Have its fortunate...

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Airline Weekly Lounge Episode 7: Checkmate for United? Not Quite
traceyintorcia

Can United Airlines’ new CEO overcome the carrier’s inherent challenges? United is big, powerful and, at the moment, very profitable. But it’s also underperforming Delta and American. When United and Continental merged, it was supposed to be “checkmate.” And so...

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Airline Weekly Lounge Episode 6: The Manic Atlantic
traceyintorcia

Airlines in the North Atlantic market are adding capacity at a furious clip. That market has been profitable and should continue to be—in the short term, at least—and airlines seem to have figured that out. Despite four transatlantic joint ventures,...

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Airline Weekly Lounge Episode 5: Cold Comfort in Canada
traceyintorcia

Canada may be a cold place, but right now its two major airlines are cruising along with comfortable profit margins. Still, what we’re seeing from WestJet and Air Canada is a far cry from what U.S. carriers are experiencing. Why...

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Airline Weekly Lounge Episode 4: The Wild, Wild Eastern Market
traceyintorcia

The creditors of bankrupt Skymark Airlines chose All Nippon Airways (ANA) as its equity partner going forward. This of course leaves Delta—again!—without a dance partner in Asia. With that news, we take the opportunity to consider the condition of Japan’s...

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Airline Weekly Lounge Episode 3: The European Earnings Picture Is Complicated
traceyintorcia

With most European airlines having now reported second-quarter earnings, the picture is filling in. But it’s a mosaic—not a portrait. Some carriers did well. Some did lousy. One thing we learned from Ryanair and Wizz Air is that it’s good...

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Airline Weekly Lounge Episode 2: Postcards from the Hedge
traceyintorcia

American Airlines doesn’t hedge its jet fuel, and now it’s enjoying the fruits of that somewhat contrarian strategy. Is AA onto something here? Is fuel hedging a smart play? Will other airlines mimic AA and reject hedging altogether? Those are...

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Airline Weekly Lounge Episode 1: Can It Get Any Better?
traceyintorcia

Our inaugural episode of the Airline Weekly Lounge went live today. Within it, Seth Kaplan and I discuss this golden age for U.S. aviation. Can profits get any better? Along those lines, Delta reported earnings last week. They were exemplary,...

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