Airline Weekly Lounge Episode 2: Postcards from the Hedge

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 AA and reject hedging altogether? Those are some of the questions I ask Seth Kaplan in our second episode of The Airline Weekly Lounge. Also, while AA was on the right side of the fuel hedge bet, Air France/KLM was on the wrong side. The company was also on the wrong side of the euro-dollar bet and those two forces combined to further punish the already-limping airline pair. Back in America, Spirit Airlines had a great quarter by its own standards—but mediocre by its standards. Part of its difficulty was due to a softening revenue picture. Is such heated competition in the U.S. a surprise so soon after consolidation and with high oil prices such a recent memory? Lastly, we discuss WestJet, the subject of this week’s Airline Weekly’s cover story. The Canadian airline is clearly not afraid to changes its business model. We look at WestJet’s endeavors and more in this week’s episode.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(447)

What American, Southwest and United Told Investors

What American, Southwest and United Told Investors

Gordon is joined by Jay and Meghna to unpack the recent Morgan Stanley Laguna conference, where executives from American, Southwest and United set out where they think the market is heading. Follow...

24 Sep 37min

 Airlines Post Record Revenues But Costs Catch Up

Airlines Post Record Revenues But Costs Catch Up

Gordon and Jay open with why record revenues still aren't covering a sharp rise in costs, then turn to what JetBlue's latest outlook tells the rest of the industry. Follow the Hosts: Gordon Smith –...

17 Sep 41min

The Air Canada Anko Inherits

The Air Canada Anko Inherits

In part one, Gordon and Jay weigh the opportunities in front of Air Canada against the challenges that come with them. In part two, the conversation turns to China, and why the country's Big Three car...

10 Sep 38min

Why US Airlines Are Betting Big on Europe in 2027

Why US Airlines Are Betting Big on Europe in 2027

In part one, Jay and Meghna discuss the latest transatlantic expansion announcements from United and American Airlines and what they reveal about how US carriers are rethinking their European strategi...

3 Sep 32min

Qatar Airways: Skift Global Forum Preview

Qatar Airways: Skift Global Forum Preview

In part one, Gordon and Jay discuss some of the biggest talking points at Qatar Airways, as the airline's CEO, Hamad Ali Al-Khater, prepares to join the Skift Global Forum in New York next month. In p...

27 Aug 32min

Skift Global Forum 2026: Aviation Preview

Skift Global Forum 2026: Aviation Preview

In this week's show, Gordon and Jay discuss two industry giants that are due to speak at the Skift Global Forum 2026 in New York between September 22-24. The conversation kicks off with Air Canada bef...

20 Aug 39min

Turkish Airlines' Turbulent Quarter

Turkish Airlines' Turbulent Quarter

In part one, Gordon and Jay discuss a mixed set of Q2 results for Turkish Airlines. In part two, the conversation turns to Allegiant Air, with the U.S. carrier now taking Sun Country under its wing. ...

13 Aug 29min

Swiss Shines But Lufthansa Lags

Swiss Shines But Lufthansa Lags

Swiss out-earned the entire Lufthansa Group network division it belongs to last quarter, while the core Lufthansa brand slid back into an operating loss. Gordon and Jay work through how a fuel bill un...

6 Aug 33min

Populært innen Politikk og nyheter

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