Articles tagged “Global Analysis”

The aviation industry is navigating a turbulent stretch of leadership upheaval, fuel cost pressures, and strategic overreach, with Willie Walsh's surprise move to IndiGo and Alaska Airlines' Hawaii-Mexico drag serving as the clearest signals of an industry in flux.

Jet fuel has doubled, demand hasn't blinked — welcome to the aviation crisis where only half the industry is suffering.

Jet fuel has surged past $4 per gallon, pushing Q1 costs sharply higher for U.S. airlines. Yet demand remains strong, fares are rising, and new revenue streams – from loyalty programs to premium seating – are helping carriers offset the spike. As we explain in this week’s feature story, airlines are running a high-stakes race: can revenues keep pace with soaring fuel costs, or will the balance tip as we head into Q2?

Fuel accounts for roughly 20–30% of an airline’s operating costs—so when prices surge, the impact can be immediate and significant.

At the start of 2026, airlines were broadly optimistic. Demand looked strong, fuel prices were manageable, and last year’s tariff worries eased. Then the global outlook shifted again. The Iran war has shuttered Gulf hubs, pushed oil prices sharply higher, and raised fresh questions about the global economy. The result could be a troubling convergence of risks for the airline industry. In this week’s feature story, we examine four shocks the sector may now be facing.

In part one of this week's show, Gordon and Jay discuss the latest quarterly earnings from American Airlines and JetBlue. In part two, the discussion turns to Ryanair, with a…

The global airline industry navigated another turbulent year, marked by geopolitical shocks, shifting demand, and big strategic bets — yet it emerged highly profitable. From the softening of U.S. markets to the wave of post-bankruptcy success stories, 2025 delivered no shortage of plot twists. In this week’s feature story, we break down the most important industry trends and developments shaping the year just ended and ask the critical questions airlines face heading into 2026.

As the airline industry looks toward 2026, one thing is clear from our recent Airline Weekly webinar: the story is far more complicated than a simple boom or bust narrative.

The Boeing 737 debuted almost six decades ago. Now, it appears a big mission is underway to create a new clean-sheet narrowbody. In this week's feature story, we examine the state of the single-aisle market and discuss the huge risks and rewards for Boeing as it reportedly plans a successor to the legendary 737.

Building airplanes? Things haven’t been easy for aircraft manufacturers with supply chain bottlenecks, labor shortages, and cost inflation. But selling airplanes? That's no problem. In this week's feature story we deep-dive into the widebody market to find out which models are literally flying off the shelves, and identify those gathering dust on the showroom floor.