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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...

Cancellation fees

Airlines have embraced ancillary fees as a way to make up for low fares. One of those fees was the "Reservation Cancellation/Change Fee".  Air travel is an activity that comes with many disruptive factors, as anyone can testify.  The US airlines embraced a series of...

Delta’s CS100 selection – regional impact

Less discussed, so far, in terms of follow on impact of Delta's decision to select the CS100 is its impact on the US regional airline market.  Any discussion on the US regional airline market brings up the scope clause issue.  This week the RAA has its annual...

Embraer gets a big win

Embraer and Horizon Air signed a firm order for 30 E175 jets. The contract also includes options for another 33 aircraft of the same model. The value of the contract, which will be included in Embraer’s 2016 second-quarter backlog, is $2.8bn, based on current list...