Some people need a reminder. Click on each airline to see where we were through March 2020. Forget that “V-recovery”. The charts show the first three months in 2020, so you expect a decline from the full year in terms…
We now have much more recent data thanks to FlightRadar24, which when combined with the TSA daily counts, provides us with a sense of how the US airline industry is doing. It is better but a long way – very…
Like everyone else attached to the commercial aviation business, we have been wishing air travel to show a robust recovery. It isn’t happening. At least not yet. Updating our model this morning note that the volumes are up – but…
Thursday, June 4. June is on the calendar, which means airlines have targeted a slow but progressive return to flying after two months of almost no activity. They include airlines in Europe but Singapore Airlines has planned a progressive return to…
Today the US Dot released some updated numbers on fuel burn and costs. As expected fuel cost has dropped remarkably – but so has consumption. No traffic, no fuel demand, and oil prices drop. Take a look at the charts. …
Lufthansa Group recorded a EUR -2,1 billion net loss for the first quarter, it announced on June 3 during a delayed Q1-results presentation. Remember this period includes only the start of the Covid-19 crisis, so there is worse to come…