The Duopoly remains unstable
Tag MOM
The US Middle of Market surge
Delta Airlines orders 30 more Airbus A321neos
Airbus sent this PR: Delta Air Lines has ordered 30 additional Airbus A321neo aircraft to help meet the airline’s future fleet requirements. The newly-ordered aircraft are in addition to the airline’s existing orders for 125 of the type, bringing the…
How’s the MoM segment look?
Another flutter of news seems to suggest that Boeing is back at work on the NMA. This project has seen waxing and waning over several years. The industry chatterati agree on one thing – Boeing must do this project. Let’s…
United’s A321XLR order shuts the lower end Mom to NMA
United was the holdout, a firm Boeing customer, with MAX9s delivered and MAX10s to come. But the outcome is that these larger MAXs cannot do what the airline needs. The world has moved on and the 757 cannot soldier on…
T-100 Update confirms the decline of the 757 and ascendance of the A321
The US DoT published its latest T-100 August update. This allows us to update our Middle of the Market model. Typically these models are subscriber-only. But we decided to share this one because it demonstrates two important data points: (1)…