January Transactions
The year has gotten off to a slow start, and that comes after a slower 2018 compared to 2017. It looks like a slowdown is well on its way. As the chart shows the decrease is across the board. This…
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.
US airline market concentration at 3Y18
Consolidation among US airlines has seen a sharp rise in the market power of a few very big companies. Looking only at the 3Y18 numbers we see the following. The big three account for over 60% of the market. Adding…
Daily Insight – Thursday January 31, 2019 – Qatar converts ten A321neos to LRs
News Qatar Airways is the latest airline to convert A321neos to the LR model, switching ten of its 50 on order. Qatar Airways plans use the A321LR to connect Doha to growing markets where current demand is insufficient for wide…
The smaller side of MoM is a tightening space for Boeing
Boeing is building interest in the 797 to a frenzy with its quiet and not so quiet activities. While everyone is focusing on what it could be or should be, what does market data suggest? There is talk of a…
The delivery race 2000-2018
Last week attendees at the Air Finance Journal event in Dublin heard industry legend John Leahy say the top item to watch is deliveries, not orders. After all, it is deliveries that are real. Orders are planned events and these…
Heard on the tarmac – How to make the Bombardier & Mitsubishi lawsuits go away
Bombardier filed a suit against Mitsubishi Aircraft (MAC) late in 2019, claiming stolen trade secrets from ex-employees that left Bombardier’s (BBD) C Series program and joined the MRJ program. Bombardier, we understand, has evidence to back its claims. To whit: