The Supply Chain Continues to Recover and Evolve
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Air traffic continues to recover
We have updated our global traffic model as the IATA AGM winds down. Air traffic continues to recover across several markets. The model defines markets by size, and each page reflects a tier. If we did not tier these markets,…
China’s Big Three start to recover in Q1 from March
China’s Big Three airlines significantly improved their financial results in Q1, thanks to the unexpected termination of the country’s zero-Covid policy in December. The resumption of (air) travel spurred demand and helped Air China, China Eastern Airlines, and China Southern…
Eurocontrol expects traffic in Europe to recover only in 2025
Air travel in Europe is expected to fully recover to pre-pandemic levels in 2025, Eurocontrol says in its forecast for 2023 to 2029. The air traffic management organization is seeing ‘vivid pent-up demand’ this year, but after 2025 it expects a…
AirAsia X continues to recover quarter by quarter
Malaysian long-haul low-cost AirAsia X is on the way back to recovery, reporting improvements in revenues, profits, and costs after some very difficult years during the Covid crisis. The carrier expects to benefit this year from the relaunch of its most…
JetBlue to recover Q4 capacity quicker than expected
JetBlue expects to recover the capacity for the final quarter quicker than anticipated in August and outpace 2019 levels again. Capacity should be up by one to four percent over 2019 and end between zero and two percent for the…