All Analysis – Page 38
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Analysis
More Latin American airlines could face liquidity shocks
LATAM and Avianca are Latin America’s first carriers to file for bankruptcy protection amid the pandemic, but they are unlikely to be last considering the slow pace at which the region’s governments have implemented financial assistance programmes.
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Analysis
Air France latest to act as coronavirus speeds wave of fleet retirements
News that the Air France Airbus A380 fleet has become an immediate victim of the coronavirus pandemic is a stark reminder that the collateral damage of this crisis will reach far and wide across the airline industry.
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Analysis
Coronavirus clouds outlook for iconic 777-200/200ER
While the Boeing 777-200 series has been an airline icon for the last 25 years, the coronavirus pandemic is likely to accelerate its disappearance from the skies.
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Analysis
Chinese lessors look closer to home for deals
China’s leasing executives are now the jetsetters of the industry, while their counterparts elsewhere relinquish their road warrior status and adapt to work-from-home conditions due to lockdowns and travel restrictions. “I’m going to take off in several minutes,” says a Chinese leasing executive in a recent message to Cirium on ...
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Analysis
Delays, budget cuts, and then some: SpaceJet confronts new realities
Nearly a year after a high-profile rebranding, Mitsubishi’s SpaceJet programme faces an existential crisis of sorts. It has suffered a major budget cut, and development of a 76-seat variant has been put on the backburner. What does this mean for Japan’s flagship regional aircraft programme?
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Analysis
Mainline deliveries slump by over 50% during first four months
Deliveries across the two mainline aircraft manufacturers’ production lines fell by more than half during the first four months to less than 200 aircraft, as the coronavirus pandemic began to have a major effect.
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Analysis
Asia-Pacific April deliveries collapse amid travel restrictions
Asia-Pacific airlines received just two new aircraft during April 2020, as travel restrictions stemming from the coronavirus epidemic played havoc with delivery schedules. Only two Chinese carriers received new jets, according to Cirium fleets data. Loong Air took an Airbus A320neo and Chengdu Airlines took a Comac ARJ21. ...
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Analysis
How might crisis impact European carrier network thinking
A string of major permanent job cut announcements from European carriers over the past week underlines the extent to which the airline industry will be smaller when passenger services return to some kind of normality.
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Analysis
Why hypersonic developers have narrow window to enact arms controls
A forthcoming generation of missiles capable of travelling at Mach 5 threaten to overwhelm defences and upset the global power balance.
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Analysis
The lessors exposed to Hainan Airlines’ financial woes
In April HSBC contended that the Chinese airline market was ripe for another round of consolidation, nearly 20 years after it saw a massive shake-up.
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Analysis
Asia’s bullish LCC orderbook confronts a bear trap
Following epic orders in the aviation bull market of the 2010s, Airbus and Boeing have significant exposure to the fate of the four major low-cost carrier groups in the Asia-Pacific. The 2010s were a heady time for Asia-Pacific low-cost carrier bosses such as AirAsia’s Tony Fernandes, Lion Air’s Rusdi Kirana, ...
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Analysis
Passenger levels to more than halve at airports after traffic peak in 2019
A fresh forecast from airports body ACI World estimates that global passenger levels will more than halve in 2020 as the coronavirus pandemic takes its toll in air traffic.
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Analysis
Malaysia Airlines’ search for a strategic partner
Nearly six years after Malaysian sovereign wealth fund Khazanah Nasional rescued and privatised Malaysia Airlines, the carrier is still posting losses while its search for a strategic partner continues. Khazanah stated in 2014 targets for the airline to achieve break-even by the end of 2017 and return to profitability the ...
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Analysis
Meet the latest weapons in the war on wildfires
As the northern hemisphere wildfire season takes hold, agencies have an array of new and improved aerial firefighting aircraft to choose from. However, despite recent devastating blazes, is the public sector still reluctant to make the necessary investments in new-generation equipment?
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Analysis
How will crisis impact airline mergers?
Airlines and regulators are having to adjust to a fast-changing landscape as they consider merger and acquisition plans, both those put in play before the coronavirus crisis hit and those that might emerge in its aftermath.
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Analysis
Is Embraer-China tie-up an inevitable marriage or case of strange bedfellows?
The Brazilian government was quick to suggest Embraer cosy up to China, after a proposed partnership with Boeing fell through. Would such a relationship work, and what is at stake?
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Analysis
Why Rolls-Royce is still powering ahead with hybrid-electric development
Despite the cancellation of the E-Fan X demonstrator it was developing with Airbus, Rolls-Royce believes hybrid-electric power can drive cleaner regional aviation in the future.
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Analysis
Why Embraer’s breakup with Boeing highlights its solo struggles
The collapse of the Boeing-Embraer joint venture leaves Embraer more vulnerable as a standalone company than Boeing, raising questions about the Brazilian airframer’s ability to compete long term against Airbus, say two analysts.
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Analysis
Amid pandemic hit, whither Asia-Pacific’s mega airport projects?
Asia-Pacific is home to a number of mega airport projects, from Changi’s fifth terminal, to Hong Kong’s three-runway system. As the coronavirus outbreak continues to wreak havoc on the industry, is it time to give the mega airport concept a rethink?
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Analysis
Why Boeing’s jilting leaves Embraer bitter and frustrated
Embraer’s fierce reaction to prospective suitor Boeing’s decision to bale from their intended commercial partnership is hardly surprising, given that the Brazilian airframer stands to lose heavily from the split. While the tie-up proposal, unveiled in late 2017, might have given the impression of a hastily-shoehorned response to Airbus’s audacious ...