Global airline recovery: LNA’s view shifts from traffic to revenue, but our timeline hasn’t changed

Subscription Required By Judson Rollins Introduction  July 19, 2021, © Leeham News: A year ago last week, LNA published what might have seemed an apocalyptic call: global airline passenger traffic would not recover until 2024 at the earliest… Read More

Asia-Pacific airline recovery held back by slow vaccination, border closures

Subscription Required By Judson Rollins Introduction  July 5, 2021, © Leeham News: The passenger air travel recovery from COVID-19 has been wildly uneven, even between neighboring countries. Most countries with large domestic markets have seen dramatic rebounds in… Read More

Europe’s airline recovery: a tale of two continents

Subscription Required By Judson Rollins Introduction  June 24, 2021, © Leeham News: The recovery in passenger air travel from COVID-19 has been wildly uneven. A dramatic recovery in passenger volume – although not yield – in many domestic… Read More

Widebody availability set to surge; could new entrants take advantage?

Subscription Required By Judson Rollins Introduction  June 3, 2021, © Leeham News: Lessors are expected to write down the value of their widebodies as the long-haul travel slump appears set to extend well beyond this year, LNA reported… Read More

Widebody write-downs are coming – how much will asset values be affected?

Subscription Required By Judson Rollins Introduction  Air New Zealand 777-300ER stored at Victorville, CA (USA). Source: New Zealand Herald. May 27, 2021, © Leeham News: As central banks pumped liquidity into the global economy over the past 15… Read More

Global airline recovery is patchy, driven by domestic traffic

Subscription Required By Judson Rollins Introduction May 20, 2021, © Leeham News: Despite widespread hope, the global passenger travel recovery many expected in 2021 has proven elusive to date. Airline industry advocate International Air Transport Association (IATA) said… Read More

2021 fleet trends: small jets get bigger, bigger jets get smaller – and the old makes way for the new

Subscription Required By Judson Rollins Introduction  May 13, 2021, © Leeham News: Aviation data provider Cirium said last week that just under 7,850 commercial aircraft were still in storage, down from 8,684 at the beginning of the year… Read More

HOTR: Airbus’ view on recovery from COVID; why Southwest stayed with MAX 7

By the Leeham News staff May 11, 2021, © Leeham News: Domestic traffic throughout the world is returning to 2019 levels, but at different rates, according to an Airbus analysis. Robert Lange, Head of Business Analysis and Market… Read More