The Duopoly remains unstable

The Duopoly remains unstable

Observers of the commercial aviation space would do well to study game theory.  First, because it helps to better understand the choices facing the two primary players. Second, because it helps one better comprehend possible next steps and the downstream impacts they...
Airbus August O&D

Airbus August O&D

Here’s the updated model. Click the double-headed arrow for optimal viewing. The A321neo continues to stand out.  194 deliveries and 128 orders YTD. This model accounts for 72% of Airbus orders and 33% of deliveries YTD. Consider this in light of the...
The compelling A321neo

The compelling A321neo

In the US, and probably globally, fuel represents about 40% of airline operating costs. Cutting fuel burn is going to remain a prime focus at every airline.  The case to retire aircraft is driven by MRO costs, but even if an aircraft has acceptable maintenance costs,...