Airline Weekly Lounge Episode 76: Six Months in 30 Minutes

Airline Weekly Lounge Episode 76: Six Months in 30 Minutes

Terror attacks… a blockade… Alitalia… The first half of 2017 has been interesting—even against the airline industry’s high standard in that department. In just a 30-minute episode we attempt to unpack the first half of 2017. Despite a lot of excitement, the most significant story of the year—low oil prices—is really rather mundane, but still a very big deal. For instance, it means the U.S. earnings bonanza might be more sustainable. Europe is enjoying one of its better years in recent memory. Gulf carriers are cutting capacity, which might (or might not) be the start of a seismic change in the industry. Kenya Airways is back on its feet, while South African Airways is on it back. New entrants are riding an economic resurgence in South America. Lion Air, VietJet and Air Asia are ensuring capacity remains high in the ASEAN region. And that’s all before we get to China, which continues to be the 800-pound panda in the room.

Jaksot(422)

Delta Confronts the Oil Price Crisis

Delta Confronts the Oil Price Crisis

Delta’s latest results are in and the fuel price challenge is front and center. Gordon, Jay, and Meghna dive into what the numbers say about the airline’s strategy and resilience. In part two, the con...

9 Huhti 41min

Who Will Lead IATA Next?

Who Will Lead IATA Next?

Gordon and Jay unpack major leadership moves shaping the industry, from Willie Walsh’s shift to IndiGo to Michael Rousseau’s departure from Air Canada. Later, they dive into fuel prices and what’s ahe...

2 Huhti 40min

An Aviation Crisis – with a Twist

An Aviation Crisis – with a Twist

In part one, Gordon and Jay unpack a whirlwind few days for the global airline industry, including fresh insights on jet fuel prices. In part two, the conversation turns to intriguing developments at ...

26 Maalis 28min

Making Sense of the Fuel Price Crisis

Making Sense of the Fuel Price Crisis

Fuel accounts for roughly 20–30% of an airline’s operating costs—so when prices surge, the impact can be immediate and significant. In this week’s show, Gordon and Jay break down how U.S. airlines are...

19 Maalis 41min

Jet Fuel Shock & Shutdown TSA Lines: Airlines Brace for a Volatile Spring

Jet Fuel Shock & Shutdown TSA Lines: Airlines Brace for a Volatile Spring

Jay Shabat is joined by Meghna Maharishi and Skift's Head of Research Seth Borko for a crossover Airline Weekly Lounge that hits two pressure points at once: a sudden jet fuel spike and the growing ai...

12 Maalis 40min

A Gulf Airline Crisis Like No Other

A Gulf Airline Crisis Like No Other

In a week when the world's busiest international airline ground to a halt and Gulf hubs faced aerial attack, Gordon and Jay explore the impact of the Iran war on the aviation industry. In part two, we...

5 Maalis 49min

Is Singapore Airlines Still A Profit Superstar?

Is Singapore Airlines Still A Profit Superstar?

In part one, Gordon and Jay review the latest numbers from Singapore Airlines and explain why context is key when determining success. In part two, we preview the annual results from British Airways a...

26 Helmi 36min

American Airlines Is Falling Behind. Here’s Why

American Airlines Is Falling Behind. Here’s Why

Delta and United are dominating airline profits while American falls behind, and Frontier struggles to recover. Jay Shabat and Meghna Maharishi break down airline earnings, American’s leadership pres...

19 Helmi 28min

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