JetBlue inaugurated its international service to London using the A321LR and has plans for additional routes with new aircraft still on order. The reason is quite simple – the A321neo family offers excellent economics for the North Atlantic. Here is how the...
Several times we have put out notes about the MoM segment. In every case, we noted the strength at Airbus and the weakness at Boeing. The issue is getting worse and, by all appearances, the Boeing situation is getting worse. This is deeply troubling. Not because we...
Commercial airlines’ success depends on many factors, and probably the core factor is seat production cost. The airline with the lowest cost of production in a commodity market wins. For years it was believed this was Southwest Airlines in the US. What do the...
Delta Airlines has long been the US airline that flies the wings off its aircraft – they do not chase the new models at entry into service. Over the recent years, Delta started a fleet renewal process that saw them become the C Series “anchor...
Here’s the updated model. Page 1 highlights that Delta and United are the big YTD customers In terms of orders, the A220 is now #3. This is pretty amazing – it begs the question if Boeing had bought the C series rather than do that ITC complaint. While...
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