Comeback carrier Eswatini Air is pursuing a lean and nimble strategy that will see it stick to the Embraer 145 as the mainstay of its fleet and paced growth within Southern Africa before venturing back into East Africa. “It is…
When traffic surges and fuel costs decline, the numbers look great. Delta just reported its highest quarterly revenue and earnings ever. TD Cowen says in a note: “exceeded our better-than-consensus estimate as strong yields and traffic and lower fuel costs…
India caught the aviation industry’s attention at the Paris show. Here is our updated model of India’s domestic air traffic. Please use the airline selector on the left to monitor each airline’s performance. The market is still growing, but that…
We updated our domestic air traffic model, and here are the results. Some markets, like Nigeria, are over a year behind with their data updates. Even the EU is about a half-year delayed. Tier 1 – The slow EU reporting…
Here’s the updated model. The air show was good for Boeing, with significant orders from India. There’s an interesting Emirates “order” for 777X – it is not new. 16 aircraft were de-booked, and now 16 are re-booked. #1 customer Southwest…
Fuel burn is becoming a growing concern for airlines – fuel burn is the great exogenous factor. Fuel is the #1 input cost that the industry has zero control over. Some airlines hedge fuel, but that is not as popular…