US DOT; AirInsight
This analysis is likely to come across as fingernails on the blackboard for many. The thesis is data driven, and we’re going to walk readers through it, data point by data point. You might still disagree, but you’ll see where we’re coming from.
The core thesis is this: the US airline industry is consolidating into a Delta/United duopoly at the top, with American, Southwest, JetBlue, Frontier, and the rest operating as structurally disadvantaged also-rans. Spirit’s liquidation is the clearest casualty so far. Let’s show you our evidence and the supporting data. This is a long one.
Prefer immediate full access? Subscribe for complete analysis + ongoing updates
Want this applied to your fleet or portfolio?
We can run a focused 15–20 minute walkthrough on the implications for your specific programs or risk exposure — or put together a custom subscription proposal.
