Reining in the recovery and Chinese market reversal

Reining in the recovery and Chinese market reversal

Graham and Lewis discuss big airline expectations from the recent results season, alongside the operational challenges that threaten to limit the recovery and the uncertainty regarding what might follow. And as more of the Asia-Pacific region brings down border restrictions, they consider the impact of China’s continued ‘zero-Covid’ policy on airlines within that country and on overseas carriers that relied on its citizens’ seemingly endless appetite for international travel. Willie Walsh on the airline sector’s road to recovery and a sustainable future https://www.flightglobal.com/strategy/willie-walsh-on-the-airline-sectors-road-to-recovery-and-a-sustainable-future/148482.article Has the golden age of Chinese air travel come to an end? https://www.flightglobal.com/airlines/has-the-golden-age-of-chinese-air-travel-come-to-an-end/148514.article Air cargo market told to brace for ‘growing challenges’ as demand falls https://www.flightglobal.com/strategy/air-cargo-market-told-to-brace-for-growing-challenges-as-demand-falls/148493.article JetBlue cuts Q2 capacity growth as it attempts to ‘create resiliency’ https://www.flightglobal.com/strategy/jetblue-cuts-q2-capacity-growth-as-it-attempts-to-create-resiliency/148400.article British Airways trims capacity plan to tackle operational challenges https://www.flightglobal.com/networks/british-airways-trims-capacity-plan-to-tackle-operational-challenges/148543.article IAG sees profits from second quarter onwards on summer ramp-up https://www.flightglobal.com/strategy/iag-sees-profits-from-second-quarter-onwards-on-summer-ramp-up/148538.article Lufthansa reminds of A380 option amid strong demand and Boeing delays https://www.flightglobal.com/fleets/lufthansa-reminds-of-a380-option-amid-strong-demand-and-boeing-delays/148522.article Border reopening lifts Asia Pacific airlines’ March traffic https://www.flightglobal.com/air-transport/border-reopening-lifts-asia-pacific-airlines-march-traffic/148430.article Southwest Airlines aims to be ‘solidly profitable’ in 2022 https://www.flightglobal.com/strategy/southwest-airlines-aims-to-be-solidly-profitable-in-2022/148455.article

Episoder(50)

2024 reflections, 2025 outlook and role of alliances

2024 reflections, 2025 outlook and role of alliances

Graham and Lewis discuss how the industry has performed in 2024 and what might lie ahead in 2025. They also consider the role of alliances in today’s industry, while also discussing the latest consol...

20 Des 202446min

Spirit, Brazil, Q3 earnings and Trump thoughts

Spirit, Brazil, Q3 earnings and Trump thoughts

Graham and Lewis discuss Spirit Airlines' Chapter 11 announcement while considering what a Trump presidency might mean for the industry. They also examine the latest goings on in Brazil, where Azul an...

29 Nov 202431min

Why are airlines talking about aircraft delivery delays again?

Why are airlines talking about aircraft delivery delays again?

Graham and Lewis discuss early signs in the third-quarter earnings season. They then examine the impact of more bad news on aircraft delivery delays, as Boeing grapples with strike action from machin...

21 Okt 202434min

Learnings from earnings and China's recovery

Learnings from earnings and China's recovery

Graham and Lewis discuss the recent airline earnings season after more clarity emerged on the European fare situation. They also examine capacity trends among Chinese carriers. Music credit: Tea K Pe...

11 Sep 202436min

What's going on in Europe's earnings season?

What's going on in Europe's earnings season?

Graham and Lewis discuss the confusing picture that has emerged in the first half of the earnings season in Europe, plus the actions under way at US low-cost carriers as they seek to boost revenues an...

2 Aug 202441min

Is the airline industry recovery still on track?

Is the airline industry recovery still on track?

In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis discuss the industry outlook following the recent IATA AGM in Dubai, including an improved profit forecast from the associati...

28 Jun 202445min

First-quarter challenges but brighter summer to come

First-quarter challenges but brighter summer to come

In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis look back on a first-quarter earnings season that saw a variety of challenges around the world, but also positivity on what w...

24 Mai 202442min

Changes at the top of Boeing and Europe's united front

Changes at the top of Boeing and Europe's united front

In the latest episode - sponsored by Panasonic Avionics - Graham and Lewis discuss the impact of the recently announced changes at the top of Boeing, which came after several airlines voiced concerns ...

28 Mar 202435min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
aftenpodden-usa
forklart
popradet
stopp-verden
fotballpodden-2
lydartikler-fra-aftenposten
rss-gukild-johaug
det-store-bildet
nokon-ma-ga
dine-penger-pengeradet
rss-ness
hanna-de-heldige
aftenbla-bla
rss-espen-lee-usensurert
rss-penger-polser-og-politikk
e24-podden
rss-dannet-uten-piano
frokostshowet-pa-p5