Fuel costs are an airline’s most significant exogenous input. They are impossible to control (hedging can only do so much) and can throw out any budget planning overnight. Here is a data visualization of the US airline industry using Form…
Today’s key news centers about the continuing impacts of the IAM strike and the resumption of production as the company focuses on improving efficiency and cash flow. Aircraft production will take weeks to restart, impacting Boeing’s cash flow, with continuing…
Earlier this week, we saw a novel idea that looked outlandish. Bill Blain, a UK-based market strategist, wrote, “I have a transformational idea for Musk: Buy BOEING and merge it into SpaceX.” One can’t leave this statement out there; Mr. Blain…
The air travel world has moved towards Open Skies. The US is the most significant air travel market, with many such agreements. What do markets look like, and crucially, how has this worked out? We used the I-92 (APIS) data to…
Boeing news today centers on financing Spirit Aero, a new MAX order, two legal wins, and Southwest blaming late airplane deliveries for staffing cuts. The company has arranged an advance payment agreement with Spirit AeroSystems to keep the troubled…
For some weeks, we have been building and refining (and continue refining) a data model tracking production and deliveries for the four OEMs. It is tedious work, but we believe the outcome is worthwhile. The attention industry attracts global attention…