Council Members in this Study Group: 38
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Consultant
CRAIG CATES![]()
Craig Cates is an independent consultant in the airlines and aerospace industry. Prior, Mr. Cates was General Manager of Supply Chain at Delta Airlines. He oversaw a supply chain budget of $500M and was responsible for sourcing raw materials, finished...
Vice President
U S AIRWAYS GROUP, INC.![]()
Terry Petrun is the Vice President of the US Airways Express Shared Services Organization and is also Vice President of the Material Services Company (MSC) subsidiary of US Airways Group. He has more than 31 years of experience in senior airline management,...
Chris LinIndependent Consultant
Chris Lin![]()
Chris Lin, an independent consultant, is an aviation industry expert with 30 years of experience in commercial & business aviation as well as in-depth knowledge of doing business in China. Previously, Mr. Lin headed up a joint venture which will build/operate...
Michael BoydPresident
Boyd Group International, Inc.![]()
Michael Boyd is the President and Co-founder of Boyd Group International, Inc. Mr. Boyd is an expert on the airline industry and aviation issues and provides input regarding events and trends affecting airlines, airports, aircraft manufacturers, and suppliers....
Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
More Chinese Visas Will Produce More Chinese Flights for U.S. Carriers
February 15, 2007
U.S. Seeks More China Flights | www.thestreet.com
Absent any concession from the U.S. negotiators, China is unlikely to expand the number of U.S. carrier flights to China any faster than the currently agreed additional daily flight for each of the next three years.
While the market between the U.S. and China remains weighted towards American citizens both for business as well as leisure travel, modest liberalization of visa policy by the U.S. would not only fill most of the empty seats on Chinese airlines which already fly to the U.S. but would also generate enough additional demand to justify not one but two daily flights beginning next year for at least three years.
Loss of Simplicity May Undermine Results
February 12, 2007
World's first low-cost airline alliance | www.smh.com.au
JetBlue's alliance with Aer Lingus certainly broadens the reach of both carriers, but will also place pressure on their low cost business models.
Similar combinations are certain to follow and will place additional pressure on the same yields for economy class travellers that many network carriers had hoped to utilize to cover their higher costs of operation.
These alliances are not expected to significantly divert business travellers from network carriers due to the pervasive influence of frequent flyer programs and corporate travel cobtracts.
The Slowing of The Low-Cost Airline Sector Intensifies
April 28, 2006
jetBlue Reports Loss | www.latimes.com
The first quarter results from jetBlue and the carrier's announced response are more indications that the skies are not unlimited for low-cost carriers. In fact, the planned fleet growth at the largest low-cost airlines (Southwest, AirTran, jetBlue) are not likely to be sustainable in an envirionment where jet fuel remains over $2 per gallon.
April 24, 2006
Redesign might delay A-350 to 2012 | www.floridatoday.com
Strategically, Airbus has bet on the 600-passenger A-380 as the wave of the future in airline capacity demand. In the meantime, Boeing bet on new-technology airliners in the 200 - 250 seat category (787), with new economics, as the future. Airbus attempted to blunt the inroads of the 787 with a hybrid redesign of the A-330, while they concentrated on the A-380. The strategy is now backfiring for Airbus.
More Evidence It's Legacy Carriers That Have The Future
April 21, 2006
American's Loss Narrows | biz.yahoo.com
American's $92 million loss in the first quarter is essentailly a huge achievement, one that AA's press releases have down played. Against $5.3 billion in revenue, and a $300+ million increase in year over year fuel expense, the indications are that the carrier is fundamentally headed in the right direction. The fact is that the key indicator is the $115 million operating profit shows that the carrier has turned around. This is likely going to be indicated in coming 1Q results from other legacy carriers.
October 23, 2007 | Boston
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