The Airline Weekly Lounge Podcast

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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