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GLG News by Airline Consultants: GLG Leaders and Scholars (US)

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Addison SchonlandSeptember 22, 2008
Fuel hedges start to bite
Analysis of: Dropping Oil Prices Hurting Airlines. Huh? | blog.wired.com
Author: Addison Schonland, Partner, Innovation Analysis Group
As fuel prices fall, what happens with all those pricey hedges at well over $100/barrel? Can this industry get anything right?  Maybe circumstances are beyond any human comprehension.
September 22, 2008
What happened to the VLJ and Air Taxi "revolutiion"?
Analysis of: DayJet Parks VLJ Fleet for "Economic Reasons" | www.ainonline.com
Author: GLG Expert Contributor
Air taxi provider DayJet is now sidelined while VLJ manufacturer Eclipse remains on life support.  It appears that a successful wide-scale air taxi business model has yet to be developed.  This has implications for other start-up air taxi operations and the OEMs who are to supply the equi...
Addison SchonlandSeptember 16, 2008
The New York meltdown
Analysis of: Stocks volatile amid uncertainty | news.bbc.co.uk
Author: Addison Schonland, Partner, Innovation Analysis Group
The damage is immense. The downstream impacts have not yet hit with full force. But a global tsunami has started.
Addison SchonlandSeptember 5, 2008
How about the whole story?
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: Addison Schonland, Partner, Innovation Analysis Group
IATA rightly assigns much of its members' travails to the oil spike. How quickly we forget. Before the oil spike we had a situation where many airlines were struggling - especially in the US - with rising labor demands. The truth is that the industry had a brief moment of profitability. There were exceptions...
Addison SchonlandAugust 22, 2008
Its worse than we think
Analysis of: TSA Snafu Grounds Nine Planes at O'Hare Field | www.abcnews.go.com
Author: Addison Schonland, Partner, Innovation Analysis Group
The story speaks of a few planes at O'Hare, but its worse than that. This was not an isolated event.
Addison SchonlandAugust 6, 2008
BA and Iberia
Analysis of: Iberia y British Airways se fusionan | www.elpais.com
Author: Addison Schonland, Partner, Innovation Analysis Group
This "merger" is not of equals but is necessary for both airlines.
Addison SchonlandAugust 6, 2008
Culture is only one aspect of the problem
Analysis of: Airbus is hampered by cultural differences | www.ft.com
Author: Addison Schonland, Partner, Innovation Analysis Group
Airbus' employees are from across Europe and now stretches as far as China.  The cultures these people come from cannot be ignored or papered over.
Addison SchonlandAugust 1, 2008
Is Putin's policy the right one?
Analysis of: Russian aviation in meltdown, experts warn | www.breakingtravelnews.com
Author: Addison Schonland, Partner, Innovation Analysis Group
Putin started to consolidate Russia's aerospace firms some years back.  He also insisted in interfering with the fleet decisions at Aeroflot. Most people were of the opinion that this was typical of Russia's political leadership - was he right to do it?
Addison SchonlandJuly 28, 2008
This news is possibly bigger than it seems
Analysis of: Jumbo jet oxygen tank blast would be a first: officials | uk.news.yahoo.com
Author: Addison Schonland, Partner, Innovation Analysis Group
There are three things that could cause what one sees in the pictures - looking at the photos it's clear metal was ripped outward -- by bomb or fatigue or fairing failure/pulled the metal -- it's got to be one of those three. Not a splendid choice is it?
Addison SchonlandJuly 17, 2008
More A380 wiring pain
Analysis of: Airbus is hampered by cultural differences | www.ft.com
Author: Addison Schonland, Partner, Innovation Analysis Group
Just when we all thought the A380 program is getting sorted out, along comes this story. And right in the middle of the Farnborough show - ouch!

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