Airline Weekly Lounge Podcast

Skift
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Jun 10, 2022 • 28min

Wizzing Past the Competition

Why is Wizz Air CEO Joszef Varadi "happy" to compete with Ryanair and why does he think it's the legacy carriers that should be scared? Edward "Ned" Russell and Madhu Unnikrishnan, in his last appearance on the 'Lounge, discuss this and why Varadi is excited about the carrier's expansion in the Middle East. Then, the pair turn their attention on sustainable aviation fuel and what exactly "green hydrogen" may be and why the JetBlue-Spirit-Frontier saga would be a good plot line on "Days of Our Lives."
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Jun 3, 2022 • 25min

Delta's Red-Hot Summer

Delta Air Lines now forecasts its summer revenues will outpace 2019, a significant milestone in the U.S. airline industry's recovery. But all is not golden as costs, particularly fuel, are rising as well. Edward “Ned” Russell and Madhu Unnikrishnan then head to Europe, discussing SAS' threat of a potential bankruptcy restructuring and Pieter Elbers' exit from KLM.
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May 27, 2022 • 23min

IndiGo Goes and Goes!

Just how bullish is IndiGo CEO Ronojoy Dutta on India's airline market? Very, very bullish. But Edward "Ned Russell" and Madhu Unnikrishnan note that others have predicted that India's aviation market is about to take off (Kingfisher? Jet Airways?). So what makes Dutta so confident? Listen to this week's episode to find out.
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May 20, 2022 • 22min

The South American Spider Web

Abra, the new holding company planned by Colombia's Avianca and Brazil's Gol, would knit together South America in what Copa CEO called a spider web (although he said he's not too concerned about it). In this week's episode, Edward "Ned" Russell and Madhu Unnikrishnan take a look at what the new transnational company could look like and why Copa is doing well. And then they blame Alanis Morrissete for ruining the word "ironic." 
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May 13, 2022 • 23min

Who's to Blame for the Pilot Shortage?

Tempers are flaring as airlines, unions, and even Congress point fingers at who's to blame for the pilot shortage. Edward "Ned" Russell and Madhu Unnikrishnan discuss an innovative program at Southern Airways Express as well as why Mesa CEO Jonathan Ornstein may have a point about foreign pilots flying into the U.S. and the challenges to changing the 1,500-hour rule. Later, the pair look into the great summer ahead for the European Big Three and why Azul is having a banner year.
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May 6, 2022 • 23min

Just What's Happening in Newark?

Airlines are sparring over Newark Liberty International Airport, as United claims the FAA is allowing low-cost-carriers to go over the 79 flight operations per hour cap. But Spirit and JetBlue refute that claim and say United should reduce its own operations if it wants fewer delays. Who's right? That's what Madhu Unnikrishnan and Edward "Ned" Russell discuss, before turning to how the lack of spare Airbus A220 parts is forcing AirBaltic to wet-lease a Boeing 737 from Ukraine International Airlines. 
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Apr 29, 2022 • 22min

The Thick of Airline Earnings

Edward “Ned” Russell and Madhu Unnikrishnan are in the thick of first quarter earnings. The takeaway so far: demand changed for the better in March but summer may not be as rosy as many hoped, at least for travelers. Staffing concerns continue to weigh on schedules, threatening limited and pricey options for those with pent-up demand to travel.
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Apr 22, 2022 • 24min

Bellwether Delta

Cape Air CEO Linda Markham warns that the U.S. industry’s every-airline-for-themselves approach to easing the pilot shortage may not be the best way to address supply. Edward “Ned” Russell and Madhu Unnikrishnan discuss her comments, and our favorite spokes-seagull. Then, Delta Air Lines was the industry’s bellwether on financials with the recovery turn it saw in March apparently set to carry other U.S. airlines back to the black.
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Apr 15, 2022 • 22min

A Tale of Two Quarters

It’s that time of year again: earnings! Delta Air Lines kicked off the first quarter results season with better than expected financials that reflected the two halves of the quarter; one characterized by Omicron and the other by pent-up demand. Edward “Ned” Russell and Madhu Unnikrishnan also discuss how the U.S. pilot shortage has spread to mid-size carriers Alaska Airlines and JetBlue.
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Apr 8, 2022 • 25min

JetBlue Wants Spirit

In a surprise move, JetBlue Airways unveiled an unsolicited bid for Spirit Airlines, potentially derailing the latter’s deal with Frontier Airlines. But, given the potential market clout a larger ULCC could be to JetBlue, especially on busy Florida routes, maybe it’s not such a surprise. Edward “Ned” Russell and Madhu Unnikrishnan discuss the merger machinations, and the word from European airlines at the recent Airlines for Europe summit.

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