As we enter the last month of 1Q24 (already?), here are some thoughts on the state of the commercial aviation industry. The summary is that there is a silver lining, but it is obscured – for now.
The perfect storm consists of a passenger capacity shortage driven by a pilot shortage (the residue of too many retirements during COVID) and Pratt & Whitney GTF-related AOGs. Add the MAX 9 production squeeze and ongoing delay in getting the MAX 10 certified to that mix.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
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