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

- Airlines are under the gun to become more "eco-friendly" - Despite generating under 3% of emissions, the eco-police (especially in Europe) blame the airlines for most of the emissions - The airline industry has been slow to react and show leadership - Today EasyJet chnaged all that with one strok

- The two big British airlines made initial moves after open skies weer announced - There was a deep silence within the EC; the usual suspects said nothing and did not react - Today the first reaction has been made

- Aeroflot was an early buyer of the 787 - Then the Kremlin stepped in and stopped the deal - Aeroflot eventually ordered the A350 - Now the 787 is back in play

- If successful, this idea could solve many of the clumsy management issue that dog the company. - It requires less political interference; but can the French and Germans do this?

- Qatar's order - is it an order or a renewed commitment? - The new deal for 80 replaces the old deal for 60 - The A350 remains by and large a paper plane; Qatar's commitment is something of a bet - That is, if it can be believed

- Sukhoi's new SuperJet fits into a strong market segment - It is the most interesting commercial aircraft project in Russia - A number of overseas firms are assisting the project to get it launched - The latest news is France's SAFRAN will assist with the engines

- This is a smart move for TUI - It will provide options for the company enabling it to move into new markets - It also positions the firm with lower costs and a much "greener" image which is now very important in Europe

- Boeing's military work is not attracting as much attention as its civil aviation programs - That suits Boeing as its work is stable with Pentagon bidding trouble behind it - The company is developing the ability to be a required contractor for any weapon system going forward because of its advances...

- Airbus is still "in the game"- It is being price competitive and taking the fight to Boeing- Its weakness is its continued dependence on two models, but you play the cards you have

- Pilots gave up huge amounts of money to keep the airline afloat- AA is the only US major that has never been in Chapter 11- After announcing profits and huge executive bonuses, the pilots want theirs- Its not matter of yes or no its a matter of how much AMR wil give up- 30.5% is an opening b...