Americans buying into Brazilian airlines
Last week United announced its deal to take a stake in Azul. This follows an earlier move by Delta to take a stake in GOL. What do these deals mean? Let’s start with the following table. Views: 57
Category American Airlines
US airline snapshot – testing the oligopoly
With the US airline industry consolidated, we would expect at least a short term discipline as the oligopoly finds its “natural” equilibrium. As we have said before over the long term, there is always going to be a breakdown because…
Skymark, Airbus and the A380
Skymark is bankrupt and is a case study for an airline’s eyes being too big for its stomach. We were not alone in finding this airline’s order of A380s – especially six of them – to be over the top.…
Southwest Airlines fleet orders and swaps; market share implications
There have been many 737 operators, but few with the attachment to the 737 like Southwest Airlines. The following chart shows how attached they have become to each other. The recent bump in growth came with absorbing the 737 fleet…
Etihad Releases Study on US Airline Subsidies
The Big 3 US carriers began a war of words in March, with a complaint that the Gulf carriers were being unfairly subsidized and asking that Open Skies authorities be revoked. Etihad, one of the Big 3 Gulf carriers, has…
Europe, the ME3 and the quiet winner in-between
In the latest dispute between the ME3 and US3 during the CAPA conference in Las Vegas, the opinions on who won the debate differ. Looking to Europe, we see that the beliefs of the big European airline groups on government…