Airbus March 2021 O&D

Airbus March 2021 O&D

Here’s the updated model. Orders are thin – but a nice order for 20 A220-300s. At that volume, we would guess this could be a firming of the Breeze order. Several deliveries again went to lessors rather than airlines, suggesting soft markets As expected,...
An Air Transat Opportunity

An Air Transat Opportunity

Air Canada and Transat announced they have mutually agreed to terminate the Arrangement Agreement for the proposed acquisition of Transat by Air Canada. Air Canada and Transat had originally agreed in June 2019 on the acquisition, the terms of which were subsequently...
Morning Call – Friday 9 April 2021

Morning Call – Thursday 8 April 2021

 AirInsight US Airline Index         If one were to assume that the increase in traffic since vaccinations in early 2021 continues at the same rate (which is a big assumption), we would arrive back at 2019 levels sometime between day 171 ( June 20 ) and 215 ( Aug 3...