Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.
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Judson Rollins

Posts by Judson Rollins:
  • Air freight demand explosion: a long-term trend?
  • 777X demand grows ever less certain
  • Global airline recovery: LNA’s view shifts from traffic to revenue, but our timeline hasn’t changed
  • Asia-Pacific airline recovery held back by slow vaccination, border closures
  • Europe’s airline recovery: a tale of two continents
  • Freighter conversion will absorb some excess widebody supply – but not all
  • Cheap aluminum widebodies may finally enable long-haul LCC profitability
  • Widebody availability set to surge; could new entrants take advantage?
  • Widebody write-downs are coming – how much will asset values be affected?
  • Global airline recovery is patchy, driven by domestic traffic
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