Boeing Hiring Surge Signals Real Recovery
Addison Schonland
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
Lufthansa Cuts Fleet as Fuel Shock Bites
The Iran conflict has pushed JetA prices to more than double their pre-war levels. For Lufthansa Group, that is the catalyst for doing now what it had planned to do later. On April 16, Lufthansa Group announced an accelerated package…
Air Travel Demand Holds, But Cracks Are Emerging
Delta’s Ed Bastian made a comment during the recent earnings call that caused a bit of a flutter: “The premium consumer is candidly immune or becoming more immune to the headlines and not delaying their investment in the experience economy,…
No CBP, No International Flights. It’s That Simple.
There are times when politics goes beyond the usual annoyance levels. This is one of those times. Generally, US International Traffic Ignores Political Noise. What’s Actually Happening On April 6, DHS Secretary Markwayne Mullin said the Trump administration is considering…
Duopoly Q1: MAX Surges, Airbus Starts Slow
With Boeing’s March numbers published, we can now take a look at the ‘official’ numbers for the Duopoly. You can track the model shown here from our front page, at the top right. Page 1 of the model is interactive…
United–American Merger Talk: Scale, Power, and Fares
