Insight: The significance of Airbus new FAL

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Fuel burn is becoming a growing concern for airlines – fuel burn is the great exogenous factor. Fuel is the #1 input cost that the industry has zero control over. Some airlines hedge fuel, but that is not as popular…

The US airline fleet is seeing some significant changes – some you expect and others perhaps, not. Take a look at the data for the big three for a start. Look at that drop in the regional fleet on the…

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Here’s the updated model. The Indigo order from the show was clarified – boosting the A321neo. Nobody is surprised by the breakdown. A321neo deliveries outpace A320neo by 1.4:1 and the A321neo accounts for 50% of orders YTD After the show,…
Here are the transactions for June 2023. Subscribers have access to the more detailed model. Delta is back on top for June, with IndiGo at #2 The A320 was the most traded model in June Page 2 shows that we…