eVTOL commitments – bubble or not?

eVTOL commitments – bubble or not?

The past year has seen a plethora of announcements from the handful of eVTOL OEMs.  With these announcements one has to ask, is there a bubble? There are some big players on the OEM side of the business – Airbus, Bell, and Embraer among them.  Boeing is involved...
Planning to fly this summer?

Planning to fly this summer?

The data we are sharing is based on the US market using the US DoT On-Time data.  But we think the guidance offered will apply just about anywhere.   When you travel by air your concern is less about when your flight leaves and more about when you arrive.  It is true...

US airline market concentration at 3Y18

Consolidation among US airlines has seen a sharp rise in the market power of a few very big companies. Looking only at the 3Y18 numbers we see the following. The big three account for over 60% of the market. Adding number four takes the concentration to over 70%. The...