U.S. ULCC yield collapse a warning of capacity overshoot elsewhere
ULCC fares fell apart in Q3 2023. Now, with new data released, we consider why…
Fares
Global fares compensate for demand exceeding supply
As global supply remains slow to catch up with recovery demand, fares are increasing to…
U.S. dominance of order books could lead to capacity overshoot in 2024
The shortage of aircraft is a global phenomenon, but the various regions are finding different…
Global traffic remains low, but ticket revenues show sharp recovery
While traffic remains a key metric to watch, overall revenues better represent global demand for…
What will the end of the COVID recovery look like?
The end of the U.S. COVID travel recovery is coming. Of course, that's been logically…
“$300 billion of inherent unmet demand” for global airlines
Ed Bastian, CEO of Delta Air Lines anticipated $300 billion of unmet demand for the…
