Airline Business Podcast

Graham and Lewis discuss early signs in the third-quarter earnings season.

They then examine the impact of more bad news on aircraft delivery delays, as Boeing grapples with strike action from machinists.

Finally, they look back on this year’s IATA World Sustainability Symposium and what stakeholders had to say about progress towards the net-zero target.

Music credit: Tea K Pea “highabove”/Creative Commons.

Airline growth aspirations still crimped by ongoing OEM supply challenges

https://www.flightglobal.com/analysis/airline-growth-aspirations-still-crimped-by-ongoing-oem-supply-challenges/160321.article

United focuses on Boeing’s long-term stability over immediate delivery delays

https://www.flightglobal.com/analysis/united-focuses-on-boeings-long-term-stability-over-immediate-delivery-delays/160327.article

Delta’s ‘premium’ products providing edge over US competitors

https://www.flightglobal.com/analysis/deltas-premium-products-providing-edge-over-us-competitors/160265.article

Why IATA chief economist expects ‘huge airline windfall’ from lower oil prices

https://www.flightglobal.com/analysis/why-iata-chief-economist-expects-huge-airline-windfall-from-lower-oil-prices/160080.article

Airlines call for global policies and collaboration in net-zero push

https://www.flightglobal.com/analysis/airlines-call-for-global-policies-and-collaboration-in-net-zero-push/160113.article

Graham and Lewis discuss the recent airline earnings season after more clarity emerged on the European fare situation.

They also examine capacity trends among Chinese carriers.

Music credit: Tea K Pea “highabove”/Creative Commons.

Fares enough? Ryanair rows back on European yield concern

https://www.flightglobal.com/analysis/fares-enough-ryanair-rows-back-on-european-yield-concern/159789.article

Why Lufthansa Airlines is suffering more than other airlines in the group

https://www.flightglobal.com/analysis/why-lufthansa-airlines-is-suffering-more-than-other-airlines-in-the-group/159425.article

Q2 2024 performance report for benchmark European airlines

https://www.flightglobal.com/analysis/q2-2024-performance-report-for-benchmark-european-airlines/159834.article

China’s top carriers again flag international uncertainty and competitive pressures

https://www.flightglobal.com/analysis/chinas-top-carriers-again-flag-international-uncertainty-and-competitive-pressures/159808.article

China’s international travel recovery story reveals different paths

https://www.flightglobal.com/analysis/chinas-international-travel-recovery-story-reveals-different-paths/159616.article

Graham and Lewis discuss the confusing picture that has emerged in the first half of the earnings season in Europe, plus the actions under way at US low-cost carriers as they seek to boost revenues and what might be in store in the Asia-Pacific region.

They then look back at this year's Farnborough air show, which was a quiet one order-wise by historical standards, before taking an in-depth look at some of the winners from this year's Airline Strategy Awards.

Music credit: Tea K Pea “highabove”/Creative Commons.

Four days that brought high-flyers Delta and Ryanair back down to earth

https://www.flightglobal.com/analysis/four-days-that-brought-high-flyers-delta-and-ryanair-back-down-to-earth/159388.article

Timing counts for Southwest move to ditch flagship seating policy

https://www.flightglobal.com/analysis/timing-counts-for-southwest-move-to-ditch-flagship-seating-policy/159377.article

Why are EasyJet and Ryanair expressing such contrasting views on yields and demand?

https://www.flightglobal.com/analysis/why-are-easyjet-and-ryanair-expressing-such-contrasting-views-on-yields-and-demand/159337.article

Air France-KLM drops pace during Olympics but stays on track

https://www.flightglobal.com/analysis/air-france-klm-drops-pace-during-olympics-but-stays-on-track/159380.article

Why Lufthansa Airlines is suffering more than other airlines in the group

https://www.flightglobal.com/analysis/why-lufthansa-airlines-is-suffering-more-than-other-airlines-in-the-group/159425.article

Spirit Airlines rolls out new fare bundles and blocked seats in up-market bid

https://www.flightglobal.com/analysis/spirit-airlines-rolls-out-new-fare-bundles-and-blocked-seats-in-up-market-bid/159413.article

Isom hopes for quick wins as American rebuilds sales and slows capacity growth

https://www.flightglobal.com/analysis/isom-hopes-for-quick-wins-as-american-rebuilds-sales-and-slows-capacity-growth/159383.article

Slow business at Farnborough reflects industry taking stock

https://www.flightglobal.com/analysis/slow-business-at-farnborough-reflects-industry-taking-stock/159396.article

Airline Strategy Awards recognises leaders of Delta, Emirates and IndiGo

https://www.flightglobal.com/analysis/airline-strategy-awards-recognises-leaders-of-delta-emirates-and-indigo/159223.article

In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis discuss the industry outlook following the recent IATA AGM in Dubai, including an improved profit forecast from the association.

They then look at the latest consolidation developments, including a surprise tie-up seeking to take remedies from IAG's acquisition of Air Europa, and potential moves from the Middle East's Qatar Airways.

They also discuss the new Airline Business website (www.flightglobal.com/airline-business) ahead of the second-quarter earnings season.

Music credit: Tea K Pea “highabove”/Creative Commons

Is there an answer to the SAF question that keeps being asked?

https://www.flightglobal.com/analysis/is-there-an-answer-to-the-saf-question-that-keeps-being-asked/158672.article

SAF supply dominates IATA AGM as Walsh sees no straight line to net-zero target

https://www.flightglobal.com/analysis/saf-supply-dominates-iata-agm-as-walsh-sees-no-straight-line-to-net-zero-target/158619.article

Stability follows volatility as IATA projects profits notching up

https://www.flightglobal.com/analysis/stability-follows-volatility-as-iata-projects-profits-notching-up/158602.article

‘Steady as she goes’: airline chiefs offer views on industry outlook

https://www.flightglobal.com/analysis/steady-as-she-goes-airline-chiefs-offer-views-on-industry-outlook/158601.article

How Abra and Volotea are joining forces as Air Europa ‘remedy takers’ at Madrid

https://www.flightglobal.com/analysis/how-abra-and-volotea-are-joining-forces-as-air-europa-remedy-takers-at-madrid/158910.article

Will Qatar Airways become latest player in Virgin Australia stakeholder story?

https://www.flightglobal.com/analysis/will-qatar-airways-become-latest-player-in-virgin-australia-stakeholder-story/158912.article

Why Africa might have its best chance to achieve a single air transport market

https://www.flightglobal.com/analysis/why-africa-might-have-its-best-chance-to-achieve-a-single-air-transport-market/158816.article

Why does airline consolidation matter in Europe?

https://www.flightglobal.com/analysis/why-does-airline-consolidation-matter-in-europe/158766.article

How IndiGo aims to expand its reach

https://www.flightglobal.com/analysis/how-indigo-aims-to-expand-its-reach/158743.article

In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis look back on a first-quarter earnings season that saw a variety of challenges around the world, but also positivity on what will follow in 2024.

They also discuss the new Airline Business website (www.flightglobal.com/airline-business).

Airlines optimistic for another strong summer on transatlantic despite weakening signs

https://www.flightglobal.com/analysis/airlines-optimistic-for-another-strong-summer-on-transatlantic-despite-weakening-signs/158381.article

Sun Country profitable as other US discounters slog through first quarter

https://www.flightglobal.com/analysis/sun-country-profitable-as-other-us-discounters-slog-through-first-quarter/158182.article

US airline industry ‘evermore rigged game’ favouring major carriers: Spirit Airlines CEO

https://www.flightglobal.com/analysis/us-airline-industry-evermore-rigged-game-favouring-major-carriers-spirit-airlines-ceo/158159.article

Why IndiGo believes time is right for widebody move with A350 order

https://www.flightglobal.com/analysis/why-indigo-believes-time-is-right-for-widebody-move-with-a350-order/158093.article

Asia-Pacific carriers flag China’s tepid return

https://www.flightglobal.com/analysis/asia-pacific-carriers-flag-chinas-tepid-return/158407.article

Lufthansa takes actions as it counts cost of strikes and new pay deals

https://www.flightglobal.com/analysis/lufthansa-takes-actions-as-it-counts-cost-of-strikes-and-new-pay-deals/158086.article

Air France-KLM looks past tricky first quarter towards ‘promising’ summer

https://www.flightglobal.com/analysis/air-france-klm-looks-past-tricky-first-quarter-towards-promising-summer/158087.article

IAG enjoys Madrid’s status as ‘new Miami’ as it starts 2024 on front foot

https://www.flightglobal.com/analysis/iag-enjoys-madrids-status-as-new-miami-as-it-starts-2024-on-front-foot/158247.article

In the latest episode - sponsored by Panasonic Avionics - Graham and Lewis discuss the impact of the recently announced changes at the top of Boeing, which came after several airlines voiced concerns about aspects of the airframer's management.

They then look back to the Airlines for Europe (A4E) meeting in Brussels, examining the issues on which the region's largest carriers have a united voice.

Music credit: Tea K Pea “highabove”/Creative Commons

Fewer ‘spanners under floorboards’ but O’Leary still seeks Boeing improvements

https://www.flightglobal.com/airlines/fewer-spanners-under-floorboards-but-oleary-still-seeks-boeing-improvements/157472.article

Airlines candid on Boeing concerns

https://www.flightglobal.com/airline-business/airlines-candid-on-boeing-concerns/157376.article

Boeing chief Calhoun to leave at end-2024 as Deal departs Commercial Airplanes

https://www.flightglobal.com/airframers/boeing-chief-calhoun-to-leave-at-end-2024-as-deal-departs-commercial-airplanes/157509.article

Boeing management overhaul could spark real change – or bring more of the same

https://www.flightglobal.com/airframers/boeing-management-overhaul-could-spark-real-change-or-bring-more-of-the-same/157514.article

Europe’s airlines heartened by sharp change in perception of industry

https://www.flightglobal.com/airlines/europes-airlines-heartened-by-sharp-change-in-perception-of-industry/157470.article

Air France-KLM boss hits out at unfair Dutch ‘greenwashing’ ruling

https://www.flightglobal.com/airlines/air-france-klm-boss-hits-out-at-unfair-dutch-greenwashing-ruling/157445.article

‘Like lipstick on a pig’: Ryanair chief slams Single European Sky reforms

https://www.flightglobal.com/strategy/like-lipstick-on-a-pig-ryanair-chief-slams-single-european-sky-reforms/157443.article

In the latest episode - sponsored by Panasonic Avionics - Graham and Lewis look back on an inauspicious start to 2024 in terms of airline safety and consolidation moves.

They then consider what airlines including United Airlines, Ryanair and Wizz Air had to say about the year ahead in their recent earnings calls.

Music credit: Tea K Pea “highabove”/Creative Commons

Spirit pushes back on ‘misguided narrative’ about stability without JetBlue

https://www.flightglobal.com/strategy/spirit-pushes-back-on-misguided-narrative-about-stability-without-jetblue/156863.article

European regulators ‘welcome’ JetBlue’s summer Amsterdam access

https://www.flightglobal.com/networks/european-regulators-welcome-jetblues-summer-amsterdam-access/156788.article

Regulators in no mood to wave through airline M&A activity

https://www.flightglobal.com/airlines/regulators-in-no-mood-to-wave-through-airline-manda-activity/156749.article

SAS chief looks to SkyTeam gains to outweigh ‘emotionally difficult’ Star Alliance exit

https://www.flightglobal.com/strategy/sas-chief-looks-to-skyteam-gains-to-outweigh-emotionally-difficult-star-alliance-exit/156831.article

Lufthansa remedies to secure ITA deal fail to convince competition regulator

https://www.flightglobal.com/airlines/lufthansa-remedies-to-secure-ita-deal-fail-to-convince-competition-regulator/156595.article

Commission initiates deeper probe into latest IAG-Air Europa tie-up bid

https://www.flightglobal.com/airlines/commission-initiates-deeper-probe-into-latest-iag-air-europa-tie-up-bid/156633.article

Why United chief Kirby is unfazed by more operational and cost pressures in 2024

https://www.flightglobal.com/airlines/why-united-chief-kirby-is-unfazed-by-more-operational-and-cost-pressures-in-2024/156602.article

Why growing Ryanair expects European short-haul capacity to fall this summer

https://www.flightglobal.com/airlines/why-growing-ryanair-expects-european-short-haul-capacity-to-fall-this-summer/156681.article

How is Wizz Air handling impact of Middle East war and GTF groundings?

https://www.flightglobal.com/airlines/how-is-wizz-air-handling-impact-of-middle-east-war-and-gtf-groundings/156638.article

In the latest instalment of the podcast - sponsored by Panasonic Avionics -Graham and Lewis discuss the airlines to watch over the next 12 months.

Among the carriers in the spotlight are Air France-KLM, Lufthansa, Norwegian, Turkish Airlines, Qatar Airways, Etihad Airways, Qantas, Air India, JetBlue and the Abra Group.

Music credit: Tea K Pea “highabove”/Creative Commons

From aircraft availability to consolidation: 10 airline stories that will shape industry in 2024

https://www.flightglobal.com/airlines/from-aircraft-availability-to-consolidation-10-airline-stories-that-will-shape-industry-in-2024/156248.article

Turkish Airlines secures AOC for low-cost unit AJet

https://www.flightglobal.com/strategy/turkish-airlines-secures-aoc-for-low-cost-unit-ajet/156348.article

Lufthansa orders first 737 Max jets as part of deal for up to 200 narrowbody aircraft

https://www.flightglobal.com/fleets/lufthansa-orders-first-737-max-jets-as-part-of-deal-for-up-to-200-narrowbody-aircraft/156253.article

Acquisition moves must be within ‘risk profile’: Air France-KLM chief

https://www.flightglobal.com/strategy/acquisition-moves-must-be-within-risk-profile-air-france-klm-chief/156231.article

JetBlue expects P&W engine issues to ground at least six aircraft through 2024

https://www.flightglobal.com/fleets/jetblue-expects-pandw-engine-issues-to-ground-at-least-six-aircraft-through-2024/155615.article

How Adrian Neuhauser transformed Avianca into a low-cost competitor

https://www.flightglobal.com/airlines/how-adrian-neuhauser-transformed-avianca-into-a-low-cost-competitor/156159.article

Qantas faces shareholder ire at AGM, acknowledges ‘substantial’ loss of trust

https://www.flightglobal.com/airlines/qantas-faces-shareholder-ire-at-agm-acknowledges-substantial-loss-of-trust/155657.article

Air India takes delivery of first A350

https://www.flightglobal.com/airlines/air-india-takes-delivery-of-first-a350-/156301.article

Norway’s competition authority approves Norwegian’s acquisition of Wideroe

https://www.flightglobal.com/strategy/norways-competition-authority-approves-norwegians-acquisition-of-wideroe/156292.article

China Eastern eyes Abu Dhabi link amid plan to deepen Etihad tie-up

https://www.flightglobal.com/airlines/china-eastern-eyes-abu-dhabi-link-amid-plan-to-deepen-etihad-tie-up/156270.article

Qatar Airways chief Al Baker to step down in November

https://www.flightglobal.com/airlines/qatar-airways-chief-al-baker-to-step-down-in-november/155491.article

In the latest instalment of the Airline Business Podcast – sponsored by Panasonic Avionics – Graham and Lewis look back on the past 12 months for the airline industry, considering the high and low points.

They also discuss what might be ahead in 2024.

Music credit: Tea K Pea “highabove”/Creative Commons

From aircraft availability to consolidation: 10 airline stories that will shape industry in 2024

https://www.flightglobal.com/airlines/from-aircraft-availability-to-consolidation-10-airline-stories-that-will-shape-industry-in-2024/156248.article

When it comes to airline M&A, is the gain still worth the pain?

https://www.flightglobal.com/airlines/when-it-comes-to-airline-manda-is-the-gain-still-worth-the-pain/156138.article

Bulk aircraft orders continue as airlines stock up for future growth

https://www.flightglobal.com/airlines/bulk-aircraft-orders-continue-as-airlines-stock-up-for-future-growth/156282.article

Why airline industry focus is on the margins of profitability

https://www.flightglobal.com/airlines/why-airline-industry-focus-is-on-the-margins-of-profitability/156134.article

In the latest instalment of the Airline Business Podcast – sponsored by Panasonic Avionics – Graham and Lewis discuss the aircraft orders placed at this year’s Dubai air show and what they might mean for capacity growth in the region, particularly when it comes to widebody jets.

They also look at the air cargo sector’s declining fortunes since its pandemic-era highs and consider whether a turnaround in demand is on the horizon.

Music credit: Tea K Pea “highabove”/Creative Commons

Widebodies account for almost half the order business at Dubai show

https://www.flightglobal.com/orders-and-deliveries/widebodies-account-for-almost-half-the-order-business-at-dubai-show/155870.article

Dubai air show underlines Middle East carrier growth ambitions

https://www.flightglobal.com/airlines/dubai-air-show-underlines-middle-east-carrier-growth-ambitions/155885.article

Emirates to expand A350 commitment with additional -900s

https://www.flightglobal.com/airlines/emirates-to-expand-a350-commitment-with-additional-900s/155890.article

Etihad chief sees carrier entering third decade with renewed growth opportunity

https://www.flightglobal.com/strategy/etihad-chief-sees-carrier-entering-third-decade-with-renewed-growth-opportunity/155865.article

Ethiopian commits to additional A350-900s

https://www.flightglobal.com/airlines/ethiopian-commits-to-additional-a350-900s/155871.article

Flydubai follows Emirates in establishing Dubai South MRO centre

https://www.flightglobal.com/airlines/flydubai-follows-emirates-in-establishing-dubai-south-mro-centre/155869.article

Widebody delivery timelines likely to slip as order books fill-up: Udvar-Hazy

https://www.flightglobal.com/fleets/widebody-delivery-timelines-likely-to-slip-as-order-books-fill-up-udvar-hazy/155864.article

Emirates' Clark: 777X follow-on order a balance of confidence and lead times

https://www.flightglobal.com/airlines/emirates-clark-777x-follow-on-order-a-balance-of-confidence-and-lead-times/155847.article

SunExpress chief on how carrier is stepping up in scale with new Max 10 order

https://www.flightglobal.com/strategy/sunexpress-chief-on-how-carrier-is-stepping-up-in-scale-with-new-max-10-order/155914.article

EgyptAir signs for 10 A350-900s

https://www.flightglobal.com/airlines/egyptair-signs-for-10-a350-900s/155829.article

Clark still gets ‘real buzz’ from leading Emirates after delaying retirement

https://www.flightglobal.com/airlines/clark-still-gets-real-buzz-from-leading-emirates-after-delaying-retirement/155918.article

Why stakeholders reject assumption hydrogen power will push up air fares

https://www.flightglobal.com/airlines/why-stakeholders-reject-assumption-hydrogen-power-will-push-up-air-fares/155950.article

Battered but not beaten: air cargo’s turbulent descent from Covid-era highs

https://www.flightglobal.com/airlines/battered-but-not-beaten-air-cargos-turbulent-descent-from-covid-era-highs/155897.article