Airline Weekly Lounge

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Updated Weekly

The editors of Airline Weekly discuss the most interesting developments within the commercial airline industry. In keeping with Airline Weekly’s style, conversation generally centers on one question: How do you make money in this industry?

2d ago

Why 2026 Is Aviation's Most Volatile Year Since COVID

The airline industry is navigating its most unpredictable period since the pandemic, with fuel prices, geopolitical tensions, premium travel demand, and aircraft shortages reshaping the competitive landscape. Gordon Smith and Jay Shabat break down the data behind the headlines, explaining why airlines remain profitable despite rising costs and unprecedented volatility. They also explore the winners and losers across global aviation, from the Middle East's disrupted hub networks and Europe's consolidation wave to the changing competitive dynamics in the U.S. Plus, they preview what to watch as airlines report Q2 earnings and why premium cabins continue to drive the industry's strongest financial results. Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠ Connect with Airline Weekly LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Airline_Weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/airlineweekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the airline and travel industries. 00:00 Welcome to Skift Playbooks 02:35 Why Oil Sets the Tone 06:28 Airline Profits in Context 10:39 Gulf Disruption and Recovery 12:00 Demand Trends and Rerouting 17:03 Premium Boom Everywhere 19:31 Supply Crunch and Delays 25:37 Unit Costs Beyond Fuel 26:57 Skift Aviation Forum Plug 30:00 Back to Europe Volatility 30:57 Europe Consolidation Outlook 31:36 TAP Sale and EasyJet Bids 33:43 Why IAG Outperforms 34:09 Tourism Boom and Loyalty 37:27 US Market After Spirit 40:29 Premium Gap Delta vs Spirit 44:07 US Consolidation and American Chase 48:05 Q2 Earnings Season Themes 53:04 Global Airlines Scoreboard 57:22 Wrap Up and Subscribe
Jul 18

How Many Planes Does the World Need?

Ahead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker's latest Commercial Market Outlook, an annual report which asks how many aircraft the world will need in the decades to come. Connect with Airline Weekly LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Airline_Weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/airlineweekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the airline and travel industries. 00:00 Welcome and Guest Intro 00:45 Boeing Outlook Overview 01:33 Fuel Shock and Demand 04:28 How CMO Is Built 06:22 Big Headlines 44000 Jets 07:55 Where Growth Comes From 10:29 Neutral Forecast and Investment 12:40 Break and Return 13:24 Premium Cabin Boom 17:59 ULCCs After Spirit 20:23 Farnborough Airshow Preview 21:30 Supply Chain Complexity 23:58 Where to Read CMO 24:22 Wrap Up and Subscribe
Jul 16

Can a "New Class of BNPL" Become a Strategic Loyalty Play?

ClarityPay recently partnered with JetBlue to introduce a new pay-later program that combines embedded financing, loyalty, and personalization to drive incremental revenue. Learn more about ClarityPay here: claritypay.com/travel Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠ Connect with Airline Weekly LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Airline_Weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/airlineweekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the airline and travel industries. 00:00 Welcome and Setup 00:28 What Airline Financing Means 00:55 Introducing Clarity Pay 01:45 Interview Begins Financing Shift 03:03 What Clarity Pay Does 04:12 Why BNPL Must Evolve 05:27 BNPL Meets Co-Brand Cards 06:33 Data Trust and White Label 07:49 Personalized Underwriting Example 09:16 JetBlue Partnership and Loyalty 11:42 Measuring Success Metrics 13:10 Future of Brand Control 14:21 Advice for Travel Brands 16:01 Where to Learn More 16:39 Subscribe and Closing
Jul 9

How Much is EasyJet Worth?

An approach from U.S. private equity firm Castlelake has reopened the question of what EasyJet is actually worth. Gordon and Jay run through the latest takeover chatter before setting the scene for Delta's Q2 earnings. Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠ Connect with Airline Weekly LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Airline_Weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/airlineweekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the airline and travel industries. 00:00 Welcome and Agenda 00:41 Earnings Season Setup 01:26 Castlelake Bids for EasyJet 04:21 What a Takeover Means 05:52 EasyJet Value and Assets 08:31 EU Ownership Rules 09:44 Who Could Be Next 10:46 Wizz Air and Finnair 19:37 More Targets Aegean to Condor 28:42 Jet2 and Package Holidays 32:33 Break and Listener Notes 33:08 Delta Q2 Preview 33:50 Industry Trends Demand Costs 39:21 Delta Margin and Fuel Outlook 41:20 Wrap Up and Next Dates
Jul 2

Does SAS Really Need 40 A330neos?

Does SAS Really Need 40 A330neos? In part one, Gordon and Jay discuss SAS Scandinavian Airlines' new widebody order and ask whether the carrier can justify that many additional planes. In part two, the focus turns to Air New Zealand, where management has just published an updated turnaround plan. Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠ Connect with Airline Weekly LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Airline_Weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/airlineweekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the airline and travel industries. 00:00 Welcome and World Cup Banter 01:48 SAS Order Breakdown 03:52 AF KLM Vision for SAS 05:07 Copenhagen Hub Consolidation 08:16 Network Growth and Fleet Mix 14:09 Why Copenhagen Wins 17:22 Airshow Timing and Industry Chatter 18:56 Group Rebrand Speculation 23:23 Part Two Air New Zealand Setup 24:58 Air NZ Challenges Fuel and Engines 28:50 Our Future Plan Priorities 32:25 Customer First Means On Time 34:12 Subscribe Forum Earnings Wrap 36:21 Final Thanks and Sign Off
Jun 25

Is Las Vegas Out of Luck?

Las Vegas air traffic is down 6%. Gordon and Jay work through what's behind it, then turn to a U.S. market headed firmly the other way. Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠ Connect with Airline Weekly LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Airline_Weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/airlineweekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the airline and travel industries. 01:55 Vegas Market Slump 03:55 Why Visitors Dropped 06:54 Premium Shift and Prices 11:00 Events and Seasonality 12:57 Gambling Competition Theory 16:00 Capacity Correction Debate 17:52 Airline Winners and Losers 19:32 Break and Listener Plug 20:22 San Diego Growth Story 22:09 Alaska vs Southwest Battle 23:14 Why San Diego Appeals 27:20 Airport Constraints and Planning 29:29 California Growth Limits Tangent 34:09 Wrap Up and Skift Forum 35:49 Final Thanks and Sign Off
Jun 18

What's the Most Profitable Airline in the World?

The latest Airline Weekly global earnings scoreboard is in and the airline on top may not be the one you'd expect. Jay joins Gordon and Meghna to sort the winners from the losers. Before that, we report back from the IATA AGM in Brazil, with the trends that mattered and essential insights from the conference floor. Connect with Airline Weekly LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Airline_Weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/airlineweekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the airline and travel industries. 00:00 Welcome and agenda 00:35 First impressions in Rio 03:15 United CEO on engines 05:38 Canada market outlook 08:19 Finnair growth and hedging 10:02 JFK Terminal 1 revamp 13:10 Skift events announcement 14:35 IATA wrap and demand trends 16:45 Part two scoreboard kickoff 18:14 Top winners and Copa 21:07 More winners and US rank 25:57 Bottom losers and Frontier 31:07 Fuel market update 34:02 Final wrap and subscribe
Jun 11

The IATA AGM Debrief

Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everything from pricing to who gets to compete. Presented by WEX. Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠ Connect with Airline Weekly LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Airline_Weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/airlineweekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the airline and travel industries. 00:35 IATA Rio Highlights 03:15 OEM and Engine Anger 10:05 Capacity Crunch Upside 13:58 Demand and Fare Limits 18:45 Fuel Price vs Shortage 22:43 Break and Reset 23:36 Brazil Market Overview 26:07 Triopoly and Bankruptcies 32:06 Why No New Entrants 35:01 Regulation and Gol Long Haul 37:19 World Cup Travel Talk 38:59 Wrap and Subscribe

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Trailer

New from Skift: Executive Conversations Shaping the Travel Industry

We’re sharing a preview of a new podcast from Skift called Skift Take Sessions. Skift Take Sessions is a weekly, journalist-led podcast built from the most important conversations shaping the global travel industry. Each episode features candid interviews with CEOs and senior leaders across airlines, hotels, and travel platforms, recorded live at Skift events and expanded with context around why the conversation matters now and what we learned. Hosted by Wil Slickers, the show brings listeners inside executive-level thinking from leaders at companies like Hilton, Expedia Group, Airbnb, JetBlue, and more. New episodes drop every week. Listen and follow Skift Take Sessions: Apple Podcasts: ⁠https://podcasts.apple.com/us/podcast/skift-take-sessions/id1871511773⁠ Spotify: ⁠https://open.spotify.com/show/4oKApv7z0I65VpySjh9rqP?si=2e8f1e3e83e8459d⁠ Skift.com: ⁠https://skift.com/skift-travel-podcasts/

out of 5

143 Ratings

Good info, inconsistent delivery

09/28/2025

mtee2

I like the podcast and usually the topics as well. What drives me crazy is having to constantly adjust the audio volume so I can hear what Jay is saying. His speaking volume often tails off as he makes his way through his presentations/sentences making it hard to determine what it is he is saying. Beyond that the podcast is interesting and informative for airline geeks.
Lots of mumbling

Jun 30

Stefanr.22

I have tried to give this podcast a go for a while, as I work in aviation and enjoy aviation podcasts. These two hosts go off on red herring tangents and they are not nearly as polished as other aviation podcasts. I don’t think I can listen to them anymore. As others have said, they’re likely nice guys but this show is just a bunch of mumbling more times than not, due to them not really having a grasp of the topic or having done good research and needing filler as a result.
Good show getting better

Mar 19

Nebke

This is a good show and the hosts are great. It has continued to improve over time and I hope they begin to release longer episodes.
Audio Quality

04/24/2025

Mjc3000

Content is find for mindless commutes. Jay seems like a lovely person but his speaking volume and microphone is not meant for podcasting. Need a consistent volume and a better microphone. The most recent episode about Korean Air was maddening with the volume fluctuations.