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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...

A Review of China’s Regional Jet Fleet

China has new rules that are rigorous with respect to the development of regional airlines.  We published an analysis of these regulations later this week. What does the actual regional jet market look like in China?  Data is not easy to find.  But here is a summary...

The Declining ME3

The results are grim. Etihad reported a loss of $1.9bn.  Emirates announced its first decline in profits in five years.  And Qatar is besieged and indications are to expect it to report 30% lower revenues because of the neighboring countries blockade of airspace. ...