Issues
What Could Come Next After Covid?
By now, airlines hoped the Covid crisis would be over. Or at least that the world would be a lot further along in the recovery. September has arrived, almost nine…
No Soft Landing: Airports in for a Bumpy Ride
It’s nice to be a major cargo carrier right now. China Airlines joined Korean Air and Asiana in the exclusive club of airlines that actually made money last quarter, all…
European Airlines' Summer of Anguish
Finally, an airline that actually made money last quarter. Two of them actually. Korean Air and its hometown rival Asiana, both cargo power players even in normal times, reported solid…
Phased Out: U.S. Airlines Look to the Past, Future
Airlines are not happy with their governments. Air Canada complains of overzealous border restrictions. Asia’s airline association complains of inconsistent policies. Allegiant criticized Washington for inadequate testing and information. Ryanair…
China's Uncertain Recovery
U.S. airlines sounded common themes as they disclosed gargantuan second-quarter losses. Demand recovery was promising, until it wasn’t. Costs are down sharply, but more painful labor cuts are necessary. Corporate…
Branson's Bailout
Things are getting interesting in the U.S. After a decade of mostly benign market conditions, a pandemic-induced mega-shock has some airlines rethinking their strategies. American sees opportunity to fortify is…
Blue's Blows
It was nice while it lasted. But the U.S. demand recovery has lost its momentum. After a near-complete freeze in discretionary air travel that started in late March, Americans gradually…
Holding Out for a Hero?
Like a damsel in distress, the world is waiting for its superhero. Not Batman. But a vaccine, which scientists say will likely come soon—before the end of the year, perhaps.…
Winter is Coming
Things were going well for easyJet before the crisis. Rivals were perishing. Yields were rising. The short-term question now is can it recover some momentum as European countries reopen their…