Airline Weekly Lounge

Delta Air Lines and United Airlines unveiled ambitious plans this week. The latter ordered up to 300 new Boeing aircraft, 200 of them 787s. CEO Scott Kirby claims the deal will cement United's status as the so-called U.S. flag carrier. And the former aims to recover its pre-pandemic profit margins in just two years. Can Delta and United do it? Edward Russell and Jay Shabat discuss in the 'Lounge.Read more about United and Delta on Skift.For deeper insights into aviation, subscribe to Airline Weekly.

Labor is making big headway at U.S. airlines. The Air Line Pilots Association reached an agreement-in-principal with Delta Air Lines in a deal that could set a new benchmark for pilot pay if ratified. Edward Russell and Jay Shabat discuss the ramifications this week. Plus, IATA's brightening financial outlook for 2023.Read more about Delta Air Lines at Skift: https://skift.com/tag/delta-air-lines/Get essential airline industry news at https://airlineweekly.com/

EasyJet is making good on its recovery plan. From expanding at slot-constrained airports like Lisbon and opening new seasonal bases in Greece, the airline is on its way back to the black. Edward Russell and Jay Shabat discuss EasyJet's results for the fiscal year that ended in September. Plus, the Air India-Vistara merger.You can read more about EasyJet at Skift. For in-depth coverage of aviation, subscribe to Airline Weekly.

Airlines want more planes to meet travel demand but, with supply chains backed up, there are few new models to go around. That's good news for aircraft lessors with more than 90 percent of leases being renewed, up from around 60 percent historically, Air Lease Corp. Executive Chairman Steven Udvar-Hazy said at the Skift Aviation Forum. Listen to Airline Weekly Editor Edward Russell's discussion with Udvar-Hazy at the forum.

Thanksgiving travel in the U.S. is back, said Airlines for America President and CEO Nicholas Calio. But while it will be as busy as it was three years ago, it will also be different as more people take blended trips and make it a Thanksgiving week. Calio and Edward Russell discuss the holiday outlook, plus the U.S. industry's recovery, operations, and air traffic control staffing.For daily coverage of the airline industry follow along at https://airlineweekly.com/aw-daily.For deep coverage of the airline industry, subscribe at https://airlineweekly.com/.

Turkish Airlines had a blowout third quarter. The airline's revenues and capacity are way up from 2019 with no pause in sight. Edward Russell and Jay Shabat discuss Turkish's outlook. Plus, Ryanair's cautious outlook despite surprisingly robust travel demand.Get more aviation insights and subscribe to Airline Weekly.Read more about airlines at Skift.com.

Air France-KLM wants TAP Air Portugal, but so does International Airlines Group. IAG also wants Air Europa, and maybe even EasyJet. And the Lufthansa Group is back in play for ITA Airways. Edward Russell and Jay Shabat discuss the outlook for Europe's Big Three airline groups and their latest merger machinations. Plus, the outlook from Emirates.Get more aviation insights and subscribe to Airline Weekly.Read more about airlines at Skift.com.

Who would have thought three years ago that we'd be talking about the bright future for Norwegian Air? One restructuring and pandemic later, and the discounter is profitable and taking corporate travel share from competitor SAS. Edward Russell and Jay Shabat discuss the news from the Nordics, plus Hawaiian Airlines' continued struggles.Get more aviation insights and subscribe to Airline Weekly.Read more about Norwegian Air at Skift.com.

Latin American airline executives are mostly bullish on the near-term outlook but, given their exposure to the strong U.S. dollar and other macro pressures, are cautious about what the new year may hold. Edward Russell and Jay Shabat discuss the forecast from the ALTA Leaders Forum in Buenos Aires this week, plus American and United's third quarter results.11:34

Delta Air Lines CEO Ed Bastian claimed this week, after his airline reported a robust third quarter profit and sees seemingly unsated demand, that travel is "countercyclical" to the economic winds. And he's not alone, International Airlines Group and United Airlines have separately said they see no signs of travel demand waning. Edward Russell and Jay Shabat discuss Bastian's prognosis, plus what's up in Amsterdam.