Next generation aircraft – what Airbus and Boeing need
Month June 2025
India Weekly: Modi’s Debut, Traffic Surge, IndiGo’s Growth
Last week, as Prime Minister Narendra Modi made a rare appearance at the IATA Annual General Meeting (AGM) in New Delhi—a first for a head of state in recent memory—global airline CEOs listened closely. After all, India is now the…
Has US domestic traffic started to soften?
A typical day of air travel in the US involves ~25,000 flights and 2.5 million travelers—our tracking model below for your review. These are enormous volumes that attest to a robust, even huge, market. The bottom chart on page one…
Delivery data confirms Boeing’s MAX progress
Paris 2025 show – thoughts and expectations
We are a week away from the year’s big air show. It has already been an “interesting” year, with the supply chain still not recovered five years after the pandemic. Who could have imagined this going on for so long?…
“Fireside Chat” with Tom O’Leary from JetZero
Tom O’Leary is the CEO and co-founder of JetZero. We had a one-on-one chat earlier today. Tom explained the company’s focus on execution and culture, and how they will compete with Boeing and Airbus with the forthcoming Z4 “all-wing” airliner.…