Elliott Investment Management‘s move on Southwest Airlines continues to elicit industry chatter. The initial reaction was surprising, but it soon became accepted that Southwest needed a shakeup. A key argument of this thinking goes like this: when you also consider…
In 2022, we had the battle for Cape Town , and there was an unusual route case. Here’s an update on where the market has moved since. South African Airways once dominated this market but has fallen away, a shadow…
The chart below shows that June is the traditional period when new deliveries exceed 500 for the year. This year follows the tradition. But there’s something to note: Is the momentum the same as in previous years? We need to…