2024 reflections, 2025 outlook and role of alliances (00:46:50)
Graham and Lewis discuss how the industry has performed in 2024 and what might lie ahead in 2025.
They also consider the role of alliances in today’s industry, while also discussing the latest consol...
Spirit, Brazil, Q3 earnings and Trump thoughts (00:31:57)
Graham and Lewis discuss Spirit Airlines' Chapter 11 announcement while considering what a Trump presidency might mean for the industry.
They also examine the latest goings on in Brazil, where Azul an...
Why are airlines talking about aircraft delivery delays again? (00:34:20)
Graham and Lewis discuss early signs in the third-quarter earnings season.
They then examine the impact of more bad news on aircraft delivery delays, as Boeing grapples with strike action from machin...
Learnings from earnings and China's recovery (00:36:32)
Graham and Lewis discuss the recent airline earnings season after more clarity emerged on the European fare situation.
They also examine capacity trends among Chinese carriers.
Music credit: Tea K Pe...
What's going on in Europe's earnings season? (00:41:51)
Graham and Lewis discuss the confusing picture that has emerged in the first half of the earnings season in Europe, plus the actions under way at US low-cost carriers as they seek to boost revenues an...
Is the airline industry recovery still on track? (00:45:41)
In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis discuss the industry outlook following the recent IATA AGM in Dubai, including an improved profit forecast from the associati...
First-quarter challenges but brighter summer to come (00:42:51)
In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis look back on a first-quarter earnings season that saw a variety of challenges around the world, but also positivity on what w...
Changes at the top of Boeing and Europe's united front (00:35:28)
In the latest episode - sponsored by Panasonic Avionics - Graham and Lewis discuss the impact of the recently announced changes at the top of Boeing, which came after several airlines voiced concerns ...
Safety and consolidation under the spotlight (00:35:39)
In the latest episode - sponsored by Panasonic Avionics - Graham and Lewis look back on an inauspicious start to 2024 in terms of airline safety and consolidation moves.
They then consider what airl...
The airlines to watch in 2024 (00:39:00)
In the latest instalment of the podcast - sponsored by Panasonic Avionics -Graham and Lewis discuss the airlines to watch over the next 12 months.
Among the carriers in the spotlight are Air France-K...
Capacity, China, conflict and consolidation: looking back on 2023 (00:43:40)
In the latest instalment of the Airline Business Podcast – sponsored by Panasonic Avionics – Graham and Lewis look back on the past 12 months for the airline industry, considering the high and low poi...
Widebody wins in Dubai and air cargo's turbulent descent (00:38:46)
In the latest instalment of the Airline Business Podcast – sponsored by Panasonic Avionics – Graham and Lewis discuss the aircraft orders placed at this year’s Dubai air show and what they might mean ...
SAS stakes, sustainability and sweet spots (00:40:09)
Graham and Lewis discuss the latest consolidation moves in Europe, as Air France-KLM announces plans to take a minority stake in SAS.
They also consider the industry’s sustainability challenge, in li...
Strong financials, market ‘normalisation’ and start-up stories (00:37:05)
Graham and Lewis look back on another strong set of quarterly results from the global airline industry, while considering whether the coming months will see ‘normalisation’ in more markets.
They then...
Summer disruption, airport noise, sustainability and award winners (00:34:46)
Graham and Lewis discuss the operational challenges being seen in Europe and North America, as ATC issues and airspace restrictions combine with weather events and other factors.
They also consider t...
Q1 earnings, Ryanair order, Go First woes, Joyce's Qantas legacy (00:27:29)
Graham and Lewis discuss how European and North American carriers performed during the recent earnings season, which saw a degree of ‘normalisation’ and plenty of positivity about the summer, despite ...
Graham and Lewis talk through the growing list of consolidation moves within the global industry, discussing why deals take such a long time to get over the line.
They then look back on Graham’s rec...
Do airline failures belie brighter outlook? (00:27:58)
Graham and Lewis discuss the recent collapses of European carriers Flybe and Flyr, asking whether those developments belie a much brighter outlook for the industry in 2023.
They also consider recent ...
Standout stories from 2022 (00:35:35)
Graham and Lewis discuss some of the most interesting developments in 2022, including KLM’s challenges, ITA Airways wrangling, Norwegian’s renaissance, JetBlue’s move for Spirit, Abra Group ambitions ...
IATA profit hopes, Heathrow, Virgin, A380, United Airlines order and Air India (00:25:26)
Graham and Lewis discuss IATA's recent forecast for 2023, which showed the industry tipping into profitable territory after a punishing few years.
They also discuss airport charges following more dev...
Record Q3 revenues, cargo concerns, ICAO deal and Latin latest (00:31:54)
Graham and Lewis discuss a strong third-quarter results season for airlines in Europe and North America, as constrained capacity met surging demand. They also consider whether that momentum can contin...
Winter worries, Emirates-United tie-up, Frontier and Blue Air (00:29:45)
Graham and Lewis discuss the transition from a positive summer period in terms of demand and - in some cases - profits to an uncertain winter, with a long list of challenges clouding the 2023 outlook....
787 return, supply-chain impact and Farnborough thoughts (00:24:13)
Graham and Lewis discuss the resumption of Boeing 787 deliveries and the impact of supply-chain issues on fleet planning.
They also look back to July’s Farnborough air show, which saw Boeing dominate...
IATA AGM talking points and A380 return (00:25:28)
Graham and Lewis consider the main talking points from the recent IATA AGM in Doha, at which the association outlined an improved economic outlook for the industry.
At the same time as better news on ...
Disruption blame game and sustainability action plans (00:23:41)
Graham and Lewis consider the blame game that is emerging as airlines and the wider air travel sector grapple with operational challenges.
They also discuss the next sustainability steps for airline...
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