Italy’s decision to order six Airbus A330 MRTT tankers is about far more than replacing aging refueling aircraft. The tanker competition increasingly mirrors commercial aerospace itself: platform ecosystems, sustainment networks, production scale, and industrial resilience now matter as much as…
For much of the post?pandemic recovery, the commercial aviation industry operated under a comforting assumption: demand solves most problems. Travelers returned faster than expected, international markets reopened, and airlines regained pricing power after years of brutal competition. That phase may…
Guest Post by Timothy O’Neil-Dunne. For thirty years, I have had a nagging suspicion that one of the airline industry’s biggest stories was hiding in plain sight inside the U.S. Department of Transportation’s Form 41 data. Not in the glamorous…
Here’s our latest monthly US air traffic review. You’ve seen the news and read the opinions. Here’s the data to help you form your own view on how the market is doing. This is an update to our previous note…
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For much of the post-pandemic recovery, the commercial aviation centered on airlines: booming travel demand, rising fares, and a battle between ultra-low-cost carriers and the legacy giants. The latest results from AerCap Holdings suggest that one of the biggest winners…