Log-in here if you’re already a subscriber Release DateMay 1, 2020Embraer can survive solo, but outlook mixed after Boeing breakupPurchase...
Log-in here if you’re already a subscriber Release DateMarch 31, 2020Confusion among U.S. airlines as airplanes fly virtually empty to...
In this latest TAC Analysis, we bring the air travel recovery into context with increasingly cloudy economic horizons. Despite calls to pick a side between aviation growth or a global recession, we find evidence that both can be true – an apparent contradiction worthy of the wild times in which we find ourselves today.
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.
Airlines eagerly await a world where they only have to worry about the economy.
TAC Analysis details its 2022 forecast in two parts, beginning with an examination of how 2021 unfolded. Domestic U.S. load factors returned to 2019 levels during the summer season, filling the available capacity to the brim. As demand continues to return without sufficient capacity to keep pace, fares have already returned to 2019 levels, a trend expected to continue in 2022.
As 2020 draws to a close, TAC Analysis reflects on the economic chaos wrought by COVID-19 on capacity, traffic (and most importantly) revenue.
Log-in here if you’re already a subscriber Release DateAugust 17, 2022Signs of a cooling air freight market after record heatPurchase...
Following TAC Analysis’s first examination of the limited market size for these new, sub-20 seat electric aircraft, we turn our attention to the new economics of the segment, charting the divergence between the advertised benefits and a more complete picture of what may be expected. Can the current generation of all-electric aircraft deliver the stunning economics required to resurrect a declining 19-seat market segment?
As we begin 2021, low-cost carriers are in the driver’s seat.
The sixth in a series focusing on Boeing’s road to developing its next all-new commercial airplane. As it pondered a...
This analysis from Visualapproach.io was added to The Air Current archive on March 15, 2020. With the prospect of narrow-bodies...