Aeroflot

Six Months in 30 Minutes: Airline Weekly Lounge Episode 76

Jay Shabat
July 4th, 2017 at 10:37 AM EDT

Terror attacks… a blockade… Alitalia… The first half of 2017 has been interesting—even against the airline industry’s high standard in that department. In just a 30-minute episode we attempt to unpack the first half of 2017. Despite a lot of excitement, the most significant story of the year—low oil prices—is really rather mundane, but still a very big deal. For instance, it means the U.S. earnings bonanza might be more sustainable.

Europe is enjoying one of its better years in recent memory. Gulf carriers are cutting capacity, which might (or might not) be the start of a seismic change in the industry. Kenya Airways is back on its feet, while South African Airways is on it back. New entrants are riding an economic resurgence in South America. Lion Air, VietJet and Air Asia are ensuring capacity remains high in the ASEAN region. And that’s all before we get to China, which continues to be the 800-pound panda in the room.

Subscribe: Apple Podcasts | Spotify | Overcast | Pocket Casts | Google Podcasts | Amazon | RSS
Jay Shabat
July 4th, 2017 at 10:37 AM EDT

Tags: Aeroflot, Africa, Alitalia, Asia-Pacific, Cebu Pacific, Europe, North America, Norwegian, Qatar Airways, Turkish Airlines

Up Next

1
Middle East

Emirates Earnings and Booming Brazil

In part one of this week's Airline Weekly Lounge Podcast, Gordon Smith and Jay Shabat discuss Emirates' record-breaking results and ask how long these good times can last. In part…
2
North America

Spirit Airlines and a Japanese Update

Gordon Smith and Jay Shabat explore two big topics in this week's episode. In part one, we examine what Spirit Airlines' Q1 numbers mean for the future direction of the…
3
Europe

Euro-Things

In this week's episode, Gordon Smith and Jay Shabat take a deep-dive into the latest earnings from carriers across the European continent. From airline supergroups to more niche Nordic players,…
4
North America

JetBlue and Volaris In Focus

With earnings season well underway, Gordon Smith and Jay Shabat examine the key trends and finer details from JetBlue and Volaris - two of the largest low-cost carriers in the…
5
North America

United’s Fascinating First Quarter

Fresh out of United's Q1 earnings call, Gordon Smith and Jay Shabat discuss the headline numbers and critical trends facing the U.S. carrier. Don't forget, you can find a full…