Exclusive insight and intelligence for airline boardrooms worldwide
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Why are airlines talking about aircraft delivery delays again?
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Graham and Lewis discuss early signs in the third-quarter earnings season. They then examine the impact of more bad news on aircraft delivery delays, as Boeing grapples with strike action from machinists. Finally, they look back on this year’s IATA World Sustainability Symposium and what stakeholders had to say about progress towards the net-zero t…
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Learnings from earnings and China's recovery
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Graham and Lewis discuss the recent airline earnings season after more clarity emerged on the European fare situation. They also examine capacity trends among Chinese carriers.Music credit: Tea K Pea “highabove”/Creative Commons.Fares enough? Ryanair rows back on European yield concernhttps://www.flightglobal.com/analysis/fares-enough-ryanair-rows-…
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What's going on in Europe's earnings season?
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Graham and Lewis discuss the confusing picture that has emerged in the first half of the earnings season in Europe, plus the actions under way at US low-cost carriers as they seek to boost revenues and what might be in store in the Asia-Pacific region.They then look back at this year's Farnborough air show, which was a quiet one order-wise by histo…
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Is the airline industry recovery still on track?
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In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis discuss the industry outlook following the recent IATA AGM in Dubai, including an improved profit forecast from the association.They then look at the latest consolidation developments, including a surprise tie-up seeking to take remedies from IAG's acquisition of Air Europa,…
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First-quarter challenges but brighter summer to come
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In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis look back on a first-quarter earnings season that saw a variety of challenges around the world, but also positivity on what will follow in 2024.They also discuss the new Airline Business website (www.flightglobal.com/airline-business).Airlines optimistic for another strong s…
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Changes at the top of Boeing and Europe's united front
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In the latest episode - sponsored by Panasonic Avionics - Graham and Lewis discuss the impact of the recently announced changes at the top of Boeing, which came after several airlines voiced concerns about aspects of the airframer's management.They then look back to the Airlines for Europe (A4E) meeting in Brussels, examining the issues on which th…
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Safety and consolidation under the spotlight
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In the latest episode - sponsored by Panasonic Avionics - Graham and Lewis look back on an inauspicious start to 2024 in terms of airline safety and consolidation moves. They then consider what airlines including United Airlines, Ryanair and Wizz Air had to say about the year ahead in their recent earnings calls. Music credit: Tea K Pea “highabove”…
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In the latest instalment of the podcast - sponsored by Panasonic Avionics -Graham and Lewis discuss the airlines to watch over the next 12 months.Among the carriers in the spotlight are Air France-KLM, Lufthansa, Norwegian, Turkish Airlines, Qatar Airways, Etihad Airways, Qantas, Air India, JetBlue and the Abra Group.Music credit: Tea K Pea “highab…
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Capacity, China, conflict and consolidation: looking back on 2023
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In the latest instalment of the Airline Business Podcast – sponsored by Panasonic Avionics – Graham and Lewis look back on the past 12 months for the airline industry, considering the high and low points. They also discuss what might be ahead in 2024.Music credit: Tea K Pea “highabove”/Creative CommonsFrom aircraft availability to consolidation: 10…
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Widebody wins in Dubai and air cargo's turbulent descent
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In the latest instalment of the Airline Business Podcast – sponsored by Panasonic Avionics – Graham and Lewis discuss the aircraft orders placed at this year’s Dubai air show and what they might mean for capacity growth in the region, particularly when it comes to widebody jets. They also look at the air cargo sector’s declining fortunes since its …
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SAS stakes, sustainability and sweet spots
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Graham and Lewis discuss the latest consolidation moves in Europe, as Air France-KLM announces plans to take a minority stake in SAS. They also consider the industry’s sustainability challenge, in light of the IATA World Sustainability Symposium in Madrid, including hurdles in the development of a sustainable aviation fuel industry.Finally, they co…
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Strong financials, market ‘normalisation’ and start-up stories
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Graham and Lewis look back on another strong set of quarterly results from the global airline industry, while considering whether the coming months will see ‘normalisation’ in more markets. They then discuss the success or otherwise of the various start-up carriers that have launched operations over the past few years – and prospects for a few that…
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Summer disruption, airport noise, sustainability and award winners
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Graham and Lewis discuss the operational challenges being seen in Europe and North America, as ATC issues and airspace restrictions combine with weather events and other factors. They also consider the longer-term capacity challenges in the industry and the impact of sustainability concerns on airline growth plans. They then revisit this year's Air…
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Q1 earnings, Ryanair order, Go First woes, Joyce's Qantas legacy
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Graham and Lewis discuss how European and North American carriers performed during the recent earnings season, which saw a degree of ‘normalisation’ and plenty of positivity about the summer, despite the slower recovery of corporate travel. They then consider the growing problems around aircraft maintenance delays, particularly in light of India’s …
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Consolidation challenges, Riyadh Air, C-suite gender diversity
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Graham and Lewis talk through the growing list of consolidation moves within the global industry, discussing why deals take such a long time to get over the line. They then look back on Graham’s recent interview with Lufthansa Group chief executive Carsten Spohr and what he had to say about the Italian market, before considering the launch of Riyad…
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Do airline failures belie brighter outlook?
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Graham and Lewis discuss the recent collapses of European carriers Flybe and Flyr, asking whether those developments belie a much brighter outlook for the industry in 2023. They also consider recent comments from United Airlines chief executive Scott Kirby about fundamental changes to the industry coming out of the pandemic, which he suggests could…
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Graham and Lewis discuss some of the most interesting developments in 2022, including KLM’s challenges, ITA Airways wrangling, Norwegian’s renaissance, JetBlue’s move for Spirit, Abra Group ambitions in Latin America, Air India’s transformation and consolidation, differing fortunes at domestic market-less Singapore Airlines and Cathay Pacific, and …
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IATA profit hopes, Heathrow, Virgin, A380, United Airlines order and Air India
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Graham and Lewis discuss IATA's recent forecast for 2023, which showed the industry tipping into profitable territory after a punishing few years. They also discuss airport charges following more developments at Heathrow, and consider Virgin Atlantic's growth plans. They then focus ot the A380's fortunes following Etihad's decision to bring some ba…
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Record Q3 revenues, cargo concerns, ICAO deal and Latin latest
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Graham and Lewis discuss a strong third-quarter results season for airlines in Europe and North America, as constrained capacity met surging demand. They also consider whether that momentum can continue into 2023 and look at developments in the air cargo sector.Then, following the recent ICAO agreement on a long-term aspirational goal for aviation,…
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Winter worries, Emirates-United tie-up, Frontier and Blue Air
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Graham and Lewis discuss the transition from a positive summer period in terms of demand and - in some cases - profits to an uncertain winter, with a long list of challenges clouding the 2023 outlook. Jon Hemmerdinger then joins Graham to discuss the recent tie-up between United Airlines and Emirates, and Frontier Airlines' strategy after losing ou…
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787 return, supply-chain impact and Farnborough thoughts
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Graham and Lewis discuss the resumption of Boeing 787 deliveries and the impact of supply-chain issues on fleet planning.They also look back to July’s Farnborough air show, which saw Boeing dominate the order announcements as Airbus unveiled a string of commitments before and after the event.Music credit: Tea K Pea “highabove”/Creative CommonsBoein…
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IATA AGM talking points and A380 return
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Graham and Lewis consider the main talking points from the recent IATA AGM in Doha, at which the association outlined an improved economic outlook for the industry.At the same time as better news on Covid restrictions being dropped, however, executives also acknowledged a new set of headwinds. They also discuss the return of the Airbus A380 at some…
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Disruption blame game and sustainability action plans
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Graham and Lewis consider the blame game that is emerging as airlines and the wider air travel sector grapple with operational challenges. They also discuss the next sustainability steps for airlines – including sustainable aviation fuel (SAF) and offsetting – as the industry prepares to meet in Doha for this year's IATA AGM.Music credit: Tea K Pea…
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Reining in the recovery and Chinese market reversal
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Graham and Lewis discuss big airline expectations from the recent results season, alongside the operational challenges that threaten to limit the recovery and the uncertainty regarding what might follow.And as more of the Asia-Pacific region brings down border restrictions, they consider the impact of China’s continued ‘zero-Covid’ policy on airlin…
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Challenging summer capacity ramp-up and the fight for Spirit
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Graham and Lewis return to discuss the challenges facing airlines as they ramp-up operations heading into the northern hemisphere summer, notably amid staffing shortages and rising fuel prices.They also take a look at the competition to purchase Spirit Airlines, after JetBlue Airways threw its hat into the ring for the US ultra-low-cost carrier, we…
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Uncertainties prevail after bleak Q2 results season
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Graham and Lewis discuss a bleak financial results season, as airlines count the costs of a ruinous April-June period while grappling with a bumpier-than-expected comeback in the current quarter.The dynamics playing out in global markets are also examined, including the recovery mismatches in domestic and international sectors, the challenges prese…
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What challenges do airlines face as they return to the skies?
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As airlines begin to ramp up operations, Graham and Lewis discuss the demand situation and the likely pitfalls ahead.They consider whether low passenger confidence in the safety of travel is likely to dampen demand, and how the progress of the virus is a critical factor in the shape of the recovery.They also discuss the safety of airports and aircr…
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How airlines in Europe, Asia-Pacific and Latin America are impacted by the crisis
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Airlines begin cutting their fleets in earnest, Latin America's biggest carrier heads into restructuring and Asia-Pacific operators grapple with how to kick-start services.بقلم Airline Business
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What will the airline industry look like when flying restarts?
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With talk in some markets turning to how airline markets might open up again as coronavirus cases peak, Graham and Lewis examine the current state of the industry and where it might be heading.Among the topics considered, they look at Virgin Australia’s demise and the moral hazard faced by governments around helping airlines. Could we see more stat…
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'Cash crunch' for airlines as majority of global fleet is grounded
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Graham and Lewis talk through the latest developments in the airline industry as the majority of the world’s fleet is grounded amid the coronavirus crisis.They discuss the prospects for carriers facing a cash crunch as revenues dry up – including whether the unprecedented circumstances might prompt consolidation as operators either collapse or merg…
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Airlines ground fleets as IATA gives latest impact assessment
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Graham and Lewis talk through the latest figures and thoughts from IATA as airlines across the world ground their fleets in response to the coronavirus outbreak. Graham is then joined by Asia-Pacific bureau chief Greg Waldron to talk through the specific impact on markets in that region – including some potentially positive developments in China.Re…
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Airlines reel from coronavirus impact, plus latest on Boeing 737 Max
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Join executive editor Graham Dunn and managing editor Lewis Harper as they discuss the impact of the coronavirus, which has been described by IATA as a “crisis” for the airline industry.Graham and Lewis consider markets across the world, including Italy’s, which has joined those in Asia and elsewhere in feeling a strong impact from the outbreak. Th…
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Airlines grapple with coronavirus impact
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The new edition of the Airline Business podcast is now available.Join executive editor Graham Dunn and managing editor Lewis Harper as they discuss a tough – and, at times, perplexing – start to the year for airlines. If the industry thought it was getting some respite from a challenging first couple of weeks in 2020, fortunes quickly dipped again …
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Join Graham Dunn, Lewis Harper and Max Kingsley-Jones as they look back on 2019 and the past decade, and forward to what 2020 might have in store for airlines.Why IATA is sounding a more optimistic note for airlines in 2020https://www.flightglobal.com/airlines/why-iata-is-sounding-a-more-optimistic-note-for-airlines-in-2020/135745.articleDo high-pr…
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Join executive editor Graham Dunn and managing editor Lewis Harper as they discuss signs of slowing in the performance of carriers in Europe and elsewhere.They also examine IAG’s potential purchase of Spanish carrier Air Europa and the latest developments in Brazil as the country’s government attempts to kick-start growth of commercial aviation. Fl…
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Join executive editor Graham Dunn and managing editor Lewis Harper as they discuss another round of winter failures in the European market – including Thomas Cook's collapse.They also examine Virgin Atlantic's plans for a third runway at Heathrow after a rebranding of Flybe, the surprise LATAM-Delta tie-up and growth at China's airports as Beijing …
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Join executive editor Graham Dunn and managing editor Lewis Harper as they discuss Michael O'Leary's new group role at Ryanair, troubles at French leisure carrier Aigle Azur, and the latest on the Boeing 737 Max's return to service, including Southwest's take on the type's branding.They also examine turmoil in the air cargo markets and the latest p…
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Join executive editor Graham Dunn and managing editor Lewis Harper as they discuss a summer of strike action in Europe, Rupert Hogg's departure from Cathay Pacific amid turmoil in Hong Kong, the impact of the Boeing 737 Max grounding on second-quarter financials, Trump's intervention in the Gulf carrier spat, and FlightGlobal's latest survey of wom…
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Join executive editor Graham Dunn and managing editor Lewis Harper as they discuss the departure of Bjorn Kjos from Norwegian, a surprise resignation from Ryanair's senior team, opportunities in India, the winners from this year's Airline Strategy Awards and the latest World Airline Rankings.Ellis Taylor from the Asia bureau then talks through his …
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Join Airline Business managing editor Lewis Harper and executive editor Graham Dunn as they take you through all the key airline-related developments at this year’s Paris air show.They discuss the orders from Wednesday and Thursday – including Airbus A321XLR commitments from Indigo Partners and American Airlines – and the biggest stories from the p…
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Join Airline Business managing editor Lewis Harper as he takes you through all the key airline-related developments at this year’s Paris air show.Tuesday's news was dominated by a surprise Boeing 737 Max order from IAG. We also here from the under-fire acting chief executive of South African Airlines.Lewis is joined by executive editor Graham Dunn …
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Join Airline Business managing editor Lewis Harper as he takes you through all the key airline-related developments at this year’s Paris air show. Monday’s big news included Airbus launching the A321XLR, a surprise Virgin Atlantic order and Boeing’s latest thoughts on the 737 Max. Airbus unveils 101t A321XLR with 4,700nm rangehttps://www.flightglob…
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Join executive editor Graham Dunn and managing editor Lewis Harper as they discuss all the talking points from the recent IATA AGM in Seoul, including a downward adjustment for industry profits, existential threats from climate change and progress on gender diversity in senior airline roles.Max Kingsley-Jones then joins the discussion to talk throu…
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Join executive editor Graham Dunn and managing editor Lewis Harper as they discuss acquisition fever in the Canadian market, the impact of the Jet Airways collapse, the financial fallout from the Boeing 737 Max grounding, the health of the long-haul low-cost sector, and the challenges faced by Europe's biggest budget operators.Ghim-Lay Yeo then joi…
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Join executive editor Graham Dunn and managing editor Lewis Harper as they discuss the grounding of the Boeing 737 Max, JetBlue Airways' transatlantic launch, the collapse of Wow Air, the impact of the Boeing 737 Max grounding, and the opening of Turkish Airlines' new mega-hub.Mavis Toh then joins the discussion to talk through this month's Airline…
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The Airline Business team discusses the grounding of the Boeing 737 Max, ATC reform in Europe, tensions at Air France-KLM, transformation at Saudia and the demise of the A380Part 1Airlines worldwide affected by grounding of Boeing 737 Max A4E calls for ATC reform to combat congestion and reduce emissionsDutch intervention suggests Air France-KLM a …
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European carrier toils continuePart 1European carrier troubles continue as Flybmi and Germania collapse and fire sale for Flybehttps://www.flightglobal.com/news/articles/bmi-regional-partly-blames-brexit-as-it-ceases-opera-455846/https://www.flightglobal.com/news/articles/analysis-how-tough-conditions-exposed-germanias-fl-455597/Part 2Ryanair revam…
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Pilot episode of the Airline Business Podcast.Read more about the subjects covered in this podcast at:https://www.flightglobal.com/news/articles/analysis-which-airline-ceos-face-big-challenges-in-454443/بقلم Airline Business
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