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?
Here’s the updated model. Subscribers have access to the eight-page detailed model. Views: 48
We track the daily TSA numbers and combine this with flight data from FlightRadar24 to build the model below.

ZeroAvia is on a tear this week. Several announcements of what look like large-scale projects across the commercial aviation space. Probably the most interesting of these is the one with MHIRJ.

Yesterday there was an interesting announcement about Alaska Airlines modifying one of its Dash8s to add a hydrogen-electric powertrain. The new engine can produce between 2,000 and 5,000 KW. That translates into between 2,600 and 6,700 Hp. Alaska Airways also…

Wonder how the industry is doing as we get their most recent reports? Take a look at what they filed with the US DoT. Here’s the model subscribers get to work with. Top left chart: In terms of FTEs ,…