The U.S. Air Travel Recovery Flatlines

The U.S. Air Travel Recovery Flatlines

If one thing's clear from the airlines that have reported third-quarter results it's that the U.S. domestic travel recovery has plateaued. That's not necessarily bad, passenger numbers are above 2019 levels, but the industry's higher cost structure could make a low-growth environment challenging. Edward Russell and Jay Shabat discuss. Plus, the latest from Routes World in Istanbul. Reading List American Airlines Had a Rough Quarter, but Points to 2024 Tailwinds United Faces Higher Costs – and What Else We Learned on the Earnings Call Air France-KLM’s SAS Takeover: Do Copenhagen, Oslo, and Stockholm Hubs Stay? Fast-Growing Istanbul Airport Wants More Budget Airline Competition AirAsia, Chastened from Pandemic Losses, Takes Disciplined Approach to Growth Royal Jordanian, Wizz Air Weigh Costs of Israel-Hamas War

Episoder(422)

How Will Russia’s Invasion of Ukraine Change Airlines and Aerospace?

How Will Russia’s Invasion of Ukraine Change Airlines and Aerospace?

In this week's episode, Edward "Ned" Russell and Madhu Unnikrishnan break down the many ways the Ukraine war will affect global aviation. Will lessors repossess jets by March 28? How will airlines rer...

4 Mar 202223min

What Will Business Travel Look Like This Year?

What Will Business Travel Look Like This Year?

This week, Accenture's Emily Weiss, global travel lead, and Scott Davidson, managing director-travel industry, talk to host Madhu Unnikrishnan about how different business travel may look when it retu...

18 Feb 202223min

The ULCC Shakeup

The ULCC Shakeup

Big news in the U.S. ultra-low-cost-carrier market this week, as Spirit and Frontier announced their plans to merge. Meanwhile, Allegiant's long-serving CEO Maury Gallagher, who helmed one of the most...

11 Feb 202226min

Where Will Ryanair Put Its ’Gamechangers?’

Where Will Ryanair Put Its ’Gamechangers?’

Boeing hinted it would launch a new aircraft, and it did: The 777-8F, a freighter variant of its 777X program. Launch customer Qatar Airways put in an order for up to 50 of the new aircraft. Meanwhile...

4 Feb 202226min

Cathay Pacific Struggles

Cathay Pacific Struggles

Cathay Pacific is struggling under new travel restrictions from the Hong Kong government, and the lack of any significant support from the government means it’s back in the red. Hosts Edward “Ned” Rus...

28 Jan 202224min

All the Hullaballoo Over 5G

All the Hullaballoo Over 5G

The rollout of 5G wireless technology threatened major disruptions to the U.S. air transport system until it didn’t, in a crisis that J.P. Morgan analyst Jamie Baker likened to Y2K. Hosts Madhu Unnikr...

21 Jan 202225min

Will Boeing Become The Junior Partner in The Duopoly?

Will Boeing Become The Junior Partner in The Duopoly?

Airbus and Boeing have split the commercial aircraft market for a while, but analysts say Boeing could become the junior partner if it doesn't come up with something for the middle of the market. Host...

14 Jan 202224min

Cancellations Mar Airlines’ Holidays

Cancellations Mar Airlines’ Holidays

It should have been a great holiday season for the U.S. industry, with bookings approaching 2019 levels, but a combination of Omicron-related crew shortages and terrible weather forced airlines to can...

6 Jan 202220min

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