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 Mars 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 Mars 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 Mars 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 Mars 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
Icelandair: Moving in the Right Direction?
In part one of this week's show, Gordon and Jay crunch the latest financials from Icelandair and discuss how it plans to become sustainably profitable. In part two, the conversation turns to global ai...
12 Feb 38min
Japan Airlines vs. ANA: Who's On Top?
In this week's show, Gordon and Jay discuss the latest results from Japan's two mega-airline groups. With inbound visitor numbers soaring, but domestic air travel down, we analyze the key financial an...
5 Feb 34min
