In examining earlier industry recessions, the path to recovery is an interesting topic. Which classes of aircraft lead the way back for the industry, and which recover more slowly? If the past is prologue, we should expect similar behavior as…
News: The coronavirus has already taken its first airline victim, Germanwings, a part of Lufthansa Group. While this airline was already in trouble, the coronavirus and travel bans were the impetus to finally push it over the edge. While its…
The government bailouts for airlines and aerospace manufacturers in the United States will come with some strings, including the potential for some equity ownership by the government in exchange for their financial support. This seems like a reasonable proposal, given…
This is a conversation you probably will not enjoy watching. Bill Blain, strategist at Shard Capital in the UK offers a stark review of where we are and the tough road going forward. Before we come out of the contagion,…
The coronavirus crisis and the reduction in flight schedules are having a major impact on both airlines and aircraft OEMs, with bankruptcy a strong possibility for several airlines that were already troubled. Without government assistance, we expect a number of…
Remember the US vs the ME3? Perhaps the wind has changed direction. Al Baker’s interest in buying into American was rebuffed. Yet here we are, we have a deal without equity, for now. One wonder’s if Delta’s move with LAN…