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Alaska Orders 13 MAX from Air Lease Corp.

News:The good news week for Boeing continues after the FAA order ungrounding the MAX in the US, as Alaska has decided to add to its 32 aircraft MAX orders with an additional 13 MAX9 models obtained via leasing company Air Lease Corporation. While this is not a new...

Alaska struggles with its Airbus fleet

The August On-Time data has been published and we note that Alaska Airlines continues to struggle to integrate the Virgin America fleet.   The following table lays out the case, showing the fleet breakdown and average arrival delays in minutes.  The 2019 numbers are...

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 number four takes the concentration to over 70%. The...

US airline industry fleet concentration

As of the 2Q18, here is where we stood with the US airline industry in-service fleet. The top four airlines accounted for 79% of the fleet.  That is concentrated and clearly points to industry followers needing to be au fait with oligopoly economics to understand the...

Are aging fleets a problem?

With another two stories today about in-flight component failures (Southwest, Sichuan), we are being reminded that...

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