Fascinating Brazil

Last week we had a quick visit to Brazil to see the delivery of the first E195-E2 to Brazilian airline, Azul. As part of the trip our host, Embraer, arranged for a briefing with John Rodgerson President of Azul. David…

Last week we had a quick visit to Brazil to see the delivery of the first E195-E2 to Brazilian airline, Azul. As part of the trip our host, Embraer, arranged for a briefing with John Rodgerson President of Azul. David…

Four items discussed: The E195-E2 crossover with 737 MAX7 E195-E2 orders compared to E190 The future of the 50-Seater regional jet replacement The A220 at Delta – how do American and United respond? i.e. is this the opportunity for the…

This morning we woke to an overnight oil price spike. While politicians politic and primp for the cameras, the rest of us will try to figure out what this means and what might happen next. Here’s some data to help…
Here is our updated O&D model for Boeing. Since the MAX grounding its been all about 787 deliveries Orders have softened as we expected Delta remains the largest delivery customer YTD. Interestingly, the same applies to Airbus . But the…

This was the delivery ceremony at the Embraer Delivery Center in San Jose dos Campos, including media Q&A. Some of the Q&A is in Portuguese. Views: 15

A near one-hour free-flowing conversation with Azul’s CEO John Rodgerson and founder David Neeleman. Covering AZUL, the South American region, TAP collaboration, code sharing with JetBlue and United as well as what might MOXY do – and then another US-based…