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Emirates
End of an Era: Gulf carriers are in trouble, and the industry implications are enormous
It was a geopolitical earthquake for sure, and potentially a seismic shift as well for the region’s globally significant airlines. Last week, several Gulf nations, including Saudi Arabia and the…June 12th, 2017
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llc
It’s a Long Story: And not a very happy one. Low-cost longhaul is all the rage, but with scant evidence of success
What exactly is low-cost longhaul service? Some people say the label applies to Gulf carriers or Chinese carriers. These do, in fact, fly longhaul routes with a lower-than-industry -average cost…June 5th, 2017
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Transavia
Transforming Transavia: Air France/KLM continues to bet big on its already-established LCC
When it comes to attracting attention, Boost rules the roost. That’s the new lower-cost airline Air France is creating, with great fanfare, to cut losses on longhaul and shorthaul routes…May 31st, 2017
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U.S. airlines
Seeking the Secret Cost Sauce: Investors are more focused than ever on revenue. But U.S. airlines aren’t forgetting costs.
Do U.S. airlines have cost concerns? You’d better believe it. Last quarter, the industry saw its operating expenses swell 11%, far above its 2% increase in revenues.May 23rd, 2017
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LATAM
Getting Greater South of the Equator: LATAM strives for thus-far elusive post-merger success
Is LATAM a loser? An untrained observer might jump to that conclusion after its four consecutive years of net losses. From 2011 through 2015, Latin America’s largest airline accumulated $676m…May 15th, 2017
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U.S. airports
America’s Greece: Puerto Rico’s economy is in tatters. But its airline sector is better off than you might think.
Economically speaking, it’s not a flattering comparison. But the island of Puerto Rico can’t escape the resemblance: It’s the Greece of North America.May 8th, 2017
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Alitalia
Foul-italia: Once again, Alitalia is on the brink. Who, if anyone, will rescue it now?
Is this finally the end for Italy’s long-suffering national airline?May 1st, 2017
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Jet Airways
Jet’s Blues: A look at the turbulent life and times of a troubled Indian airline
Last year, according to IATA, India’s domestic airline market, measured by revenue passenger kilometers, grew a sensational 23%—and that’s after growing 20% the year before. And what is all this…April 24th, 2017
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East Asia Airlines
Fragmentation Sensation: In East Asia, too many airlines and too much growth can only mean one thing: overcapacity
The U.S. market, long fragmented, is now consolidated. The European market, still fragmented, is becoming more consolidated. But East Asia? It has never been more fragmented.February 13th, 2017
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U.S. airlines
Small Cities, Big Problems: America’s smaller towns and cities are suffering an epidemic of lost air service
In the giant U.S. airline market, small planes play a big role. Just how big? Regional carriers—including those wholly owned by larger carriers— operate more than 40% of all U.S.…February 6th, 2017