You have read it here several times: fuel is ~45% of operating costs for US airlines. Hence, the race...
duopoly
As we head into the year’s big air show, expectations keep evolving. The Middle East conflict impact is playing...
Both duopoly members are having difficulties raising production rates and meeting production targets. This is particularly true for the...
Over the weekend, we passed the midpoint for February and the 1Q25. This makes today a good time to...
Looking at this ratio helps to illustrate the condition of the duopoly. And this condition is critical because, as...
Boeing’s strike is the industry’s focus, and for good reason. Boeing’s decision to push back on the supply chain...