Airline Weekly Lounge3 Mar 2023

How the Ukraine War Changed Aviation

Airlines face wide-ranging fallout from Russia's invasion of Ukraine a year ago in February. The biggest is the airspace closure, but the war has also triggered a surge in global energy prices while western sanctions are pressuring Russian airlines. Edward Russell and Jay Shabat discuss. Plus, why you need an accounting degree and years of experience to decipher AirAsia-parent Capital A's numbers. Reading List Airlines Adapt Amid Russia's Ukraine War AirAsia Looks to China to Drive Budget Airline’s Recovery

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Episoder(428)

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 Aug 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 Aug 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 Jul 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 Jul 201525min