This time, it’s different. Today’s situation is unique. We’re in the midst of an industry recovery but facing a recession when revenues typically fall, and industry earnings suffer. Our thesis is that airlines may actually survive the recession well, potentially...
When asked about launching the A220-500, Airbus COO Christian Scherer has publicly stated “it’s not if, but when”. Considering the “when” is therefore rather important. After all, the A220-500 as currently understood would be ...
International Airlines Group (IAG) is not giving up on its plans to acquire Spanish carrier Air Europa. IAG and the airline’s owner Globalia have reached an agreement for a seven-year, unsecured loan of €100 million. It also provides exclusivity to IAG for one year to...
Jet Airways, the Indian carrier which was a partner of Etihad Airways and shut down in 2019, has been charting out its restart strategy since 2021. They indicated that plans were underway, under a new owner to which the creditors of the airline intend to sell the...
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