As 2020 draws to a close, TAC Analysis reflects on the economic chaos wrought by COVID-19 on capacity, traffic (and most importantly) revenue.
JoinedJuly 14, 2018
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Courtney Miller is Managing Director of Analysis for The Air Current. Miller most recently spent 10-years with Bombardier Aerospace, serving as director, North America sales for the company’s commercial aircraft line and led airline marketing and analysis for the western hemisphere for airlines in North and South America and the community of global aircraft lessors. Miller is also founder of visualapproach.io, where he merged industry history and analysis with insightful and beautiful data visualization to illustrate contemporary trends. Miller is a 3,000-hour U.S. airline pilot and began his career flying for U.S. regional airline Comair. He holds a Masters of Aeronautical Science from Embry-Riddle University and a Bachelors of Science in Aviation Technology from Purdue University. He is based in the Dallas, Texas Metroplex.
The nuances of regional markets, both emerging and established, will offer a path for Embraer's E3, but will also limit its possible success. Turboprop customers are particularly sensitive to aircraft pricing, which will be challenged by the scope and pricing of a new development. By reintegrating its commercial unit, Embraer’s engineering talent is unconstrained to operate across its executive jet, defense and eVTOL businesses.
The data shows a strong support of what was long expected to be true: Republican voters are currently more likely to return to the skies than their Democratic counterparts.
The connection between passenger traffic growth and new infections is mathematically meaningless.
Airlines can’t get back to 2019 levels if they furlough staff and retire portions of their fleets. The expiration of the airline provisions in the U.S.’s CARES Act puts the industry’s recovery at risk as airlines decide whether to keep staff in the face of mounting losses.
Airlines eagerly await a world where they only have to worry about the economy.
Log-in here if you’re already a subscriber Release DateSeptember 15, 2020Six months into the pandemic, it’s even worse for airlines...
As fall arrives, U.S. air traffic is still down 65%. Summer’s leisure travelers are receding at their anticipated seasonal pace, shifting the weight to fall business travel which has shown minimal recovery. This TAC Analysis expands our predictive sentiment model into the fall, illuminating the looming challenges for airlines in the coming months.
Log-in here if you’re already a subscriber Release DateAugust 17, 2020Aircraft out of storage and into the frying panPurchase a...
There are three steps to an airline industry recovery. First, airlines have to return capacity to the sky. Second, passengers need to fill those airplanes. Lastly, the fares those passengers pay must be economically sustainable. The industry has not yet reached the first step.
In the middle of the single most acute crisis to hit the airline business in the history of flying, U.S. airlines are seemingly trapped playing a cascading series of one upmanship games as they chase market share, risking further destabilizing their airlines at a time when the industry’s very survival hangs in the balance.
The first signs of a slowing recovery in air traffic are beginning to show in the United States just as airlines make their largest capacity increases. Even as screened passenger numbers from the Transportation Security Administration continue their upward trajectory, so do new cases of COVID-19 in states not first hit by the virus. With that growing uncertainty, the spread is showing its first indications of a slowing recovery in the months ahead.
