Airline Weekly Lounge20 Tammi 2023

United Comes Out Swinging

Was that a hint of an Irish accent when United Airlines CEO Scott Kirby took down the U.S. industry for being unprepared for the post-Covid operating reality? Edward Russell and Jay Shabat discuss. Plus, the U.S-China air service recovery is in the hands of government officials. Reading List United CEO Says U.S. Airline Industry Unprepared for Post-Pandemic Realities by Edward Russell Geopolitics Get in Way of Resuming U.S.-China Flights as Demand Surges by Edward Russell

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Airline Weekly Lounge Episode 4: The Wild, Wild Eastern Market

The creditors of bankrupt Skymark Airlines chose All Nippon Airways (ANA) as its equity partner going forward. This of course leaves Delta—again!—without a dance partner in Asia. With that news, we ta...

12 Elo 201523min

Airline Weekly Lounge Episode 3: The European Earnings Picture Is Complicated

With most European airlines having now reported second-quarter earnings, the picture is filling in. But it’s a mosaic—not a portrait. Some carriers did well. Some did lousy. One thing we learned from ...

5 Elo 201524min

Airline Weekly Lounge Episode 2: Postcards from the Hedge

American Airlines doesn’t hedge its jet fuel, and now it’s enjoying the fruits of that somewhat contrarian strategy. Is AA onto something here? Is fuel hedging a smart play? Will other airlines mimic ...

29 Heinä 201523min

Airline Weekly Lounge Episode 1: Can It Get Any Better?

Our inaugural episode of the Airline Weekly Lounge went live today. Within it, Seth Kaplan and I discuss this golden age for U.S. aviation. Can profits get any better? Along those lines, Delta reporte...

22 Heinä 201525min