Delta and the MAX10

Last week we heard about the likely Delta order of 100+ MAX10s. This is a move that is more than just about an aircraft. There are deeper issues behind what appears to be an odd choice. Going back to Delta’s…

Last week we heard about the likely Delta order of 100+ MAX10s. This is a move that is more than just about an aircraft. There are deeper issues behind what appears to be an odd choice. Going back to Delta’s…

The US DoT published its latest T-100 August update. This allows us to update our Middle of the Market model. Typically these models are subscriber-only. But we decided to share this one because it demonstrates two important data points: (1)…

International Airlines Group (“IAG”) has signed a letter of intent to purchase 200 Boeing 737 MAX aircraft for its airlines, which include British Airways, Iberia, Vueling, and Level. The order is a boost to the 737 MAX program that is…

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Dutch low-cost airline Transavia and its French sister Transavia France, both 100% daughters of Air France/KLM, are poised to decide mid-year on fleet renewal plans. If KLM has made up its mind too, this could include a 100+ aircraft order…