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…
Demand for both business and leisure travel has fallen in the wake of the Covid-19 crisis. On Wednesday we spoke about changes to business travel. Today, we will focus on leisure travel. Leisure travel is directly correlated to economic activity,…
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…
The proposed joint venture between Boeing and Embraer has been approved by regulators around the world, but not the EU. The European Union has yet to approve the deal and its regulators have now twice requested additional market data from…
The trend towards “right sizing” aircraft and “horses for courses” appears to be changing as we analyze the size of recent orders. But this growth and up-sizing appears to be confined to the narrow-body market. In 2019, for the first…