A duopoly delivery ratio guide to industry health
Category Airbus
Pressure on Southwest Airlines mounts
The forthcoming Southwest Airlines Investors Day is going to be awkward and interesting. Things have not been going smoothly for a while. Elliott Investment Management created uncertainty when it took a stake in Southwest Airlines. Before this, Southwest experienced an operational meltdown…
United Airlines’ A321neo lease update implications
Today, news emerged that SMBC is the lessor for 20 A321neos ordered by United Airlines in April this year. The aircraft are from SMBC’s earlier order, with deliveries slated from 206 to 2027. This deal accounts for some of the 35…
Duopoly deliveries update, supply chain is wobbly
August Duopoly deliveries highlight instability
Air Travel Continues to Soar: A Dive into July’s Performance
The aviation industry maintained its upward trajectory in July 2024, with passenger demand surging by a robust 8.0% year-on-year. This growth, coupled with a 7.4% increase in capacity, resulted in a strong load factor of 86%, reflecting a continued surge…