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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...
The COVID-19 pandemic has made strange bedfellows out of Delta Air Lines and Qatar Airways, who are on the same side to save bankrupt LATAM. Virgin Galactic's Mach 3 concept for a supersonic airliner is more than a little squishy. The FAA has started the clock on public comments for the 737 Max return to service and other goings on for the grounded airliner.
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.
For the first time in over three months, the Transportation Security Administration screened over 600,000 passengers. Yet, as optimistic as the almost seven-fold increase in traffic from its lows may be, it still requires context that overall numbers remain down more than 77% from the same point in 2019 and now facing a surge in new U.S. COVID-19 cases.
In this TAC Analysis, we focus on these nuanced dynamics of the airline pilot seniority list, and the ways in which the airlines and pilots could work together to weather this unprecedented excess in payroll.
The abundance of aircraft parked around the world brings another, very human and more personal abundance - pilots. Without passengers to fly, aircraft will remain parked. With aircraft parked, some pilots find themselves the subject of a furlough. Yet, even as the industry stares down a potential sharp reduction in the overall pilot workforce, the massive change could simultaneously spark a major new wave of retraining that would overwhelm the global simulator infrastructure.
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Log-in here if you’re already a subscriber Release DateMay 29, 2020Business travel lags leisure early in coronavirus air travel recoveryPurchase...
Log-in here if you’re already a subscriber Release DateMay 20, 2020The Airbus A220 and Embraer E2 will reshape airline competition...
