The Aviation Conversation

Boeing Strikes, Yield Challenges, and Europe's Airline Giants

IBA Group

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.

In this episode, we explore three pivotal topics shaping the aviation industry's present and future:

  • Boeing's Recovery Post-Strike: Analyzing the impact of recent strike action on Boeing's production and delivery cycles. What challenges lie ahead for the 737 MAX program, and can the recovery replicate past successes?
  • Asian Market Shifts: Examining the decline in airline yields in Asia, with a spotlight on capacity growth strategies and the resurgence of Chinese carriers. What do these trends mean for profitability and market competition in the region?
  • European Airlines Under Pressure: A deep dive into the mixed financial results among Europe's major carriers. With rising costs and operational challenges, what sets the strongest performers apart, and how are others adapting to maintain profitability?

Sign up for the newsletter - https://www.iba.aero/sign-up/
LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/
Twitter - https://twitter.com/IBAaviation
YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA
Website - www.iba.aero