The still unstable Duopoly

We've written about this before. (here and here ) At the risk of boring readers, we have another post on the subject. Why another one?

We've written about this before. (here and here ) At the risk of boring readers, we have another post on the subject. Why another one?

With growing chatter about fuel burn and rising fuel prices, we kept digging in the data and came up with some interesting metrics for your consideration. The greener the number in the table the better. Our metric is seat miles…

Here’s the updated model. Only a single A319neo order in December. Probably for the ACJ program. 40 deliveries for the month. 28 A220s, 185 A320neo, and 137 A21neo YTD. Surprising to see 33 A350s YTD Delta and INDIGO are the…

At the recent IATA AGM, United’s COO Andrew Nocella shared a concern with Flight Global. Essentially United needs to replace two types by the end of the decade – the 757-300 and the 50-seat RJ. The concern expressed is not…

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…

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…