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, if market demand stays...
As US airlines race to prepare for returning traffic, there is a scramble for capacity. It is the nature of this business that one has to always have extra capacity to deploy quickly. When an opportunity appears, first-mover advantage is crucial. In an oligopoly (and...
That really useful dataset known as Form 41 has been updated through year-end 2020. People like to criticize this source as full of holes and unreliable. Until the data shows something they like. Regardless of your view on this data source, it remains the most...
The use of DoT Form 41 data is something many analysts argue over. Is the data reliable? (Sometimes) Do the airlines report the data honestly? (We hope) Is there reason to doubt the numbers (More often than anyone likes). Even with these caveats, Airbus and Boeing...
The US DoT Form 41 is treated by many as something less than truthful. Sometimes this is because the viewer does not like the data. Other times its because airlines are known to be “creative” with how they report their numbers to DoT. Sometimes an OEM...
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