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Tag Airbus

The Duopoly remains unstable

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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…

Airbus August O&D

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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…

The US Middle of Market surge

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As US airlines navigate their way through the pandemic, it has become clear that each airline takes slightly different paths to seek their lowest seat cost production.  While seeking the lowest seat cost is a perennial goal for all airlines, …