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 Apr 41min
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 Apr 40min
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 Mar 28min
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 Mar 41min
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 Mar 40min
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 Mar 49min
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 Feb 36min
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 Feb 28min
