The still unstable Duopoly

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?  Because we see the heart of the market is moving and becoming less stable. It used to be all about the 737-800 and A320 at...
United’s Fleet “Problem”

United’s Fleet “Problem”

At the recent IATA AGM, United’s COO Andrew Nocella shared a concern with Flight Global.  Essentially United needs to replace two types by the end of the decade – the 757-300 and the 50-seat RJ.  The concern expressed is not as much of a problem for other airlines and...
The Duopoly remains unstable

The Duopoly remains unstable

Observers of the commercial aviation space would do well to study game theory.  First, because it helps to better understand the choices facing the two primary players. Second, because it helps one better comprehend possible next steps and the downstream impacts they...