This week’s featured link
COVID-19 Outlook for air travel in the next 5 years – IATA
This presentation has all kinds of interesting tidbits around how IATA came to the conclusion that the industry will go back to normal in 3 to 5 years, lagging the rest of the economy. In particular, the comparison between Chinese business confidence and air traffic is concerning.
Two for the road
Analysis: Mitsubishi suspends development of M100, continues M90 due to COVID – Leeham News and Analysis
Well, Embraer could use a little good news, and this is it. If Mitsubishi ends up shelving the M100, that means Embraer has the only 76-seater flying that regionals can fly for US partners. Strategically, this seems like a big miss for Mitsubishi, but on the other hand, this does require big money. And then again, who knows what pilot scope clauses will look like down the road.
Ryanair to axe Lauda’s Airbus leases in favour of Boeing – ch-aviation
Ryanair was pretty excited about bringing Airbuses into the fleet with its acquisition of Lauda, but now the airline appears to have soured on the idea and will scale back plans dramatically. I just assume that everything Ryanair does is a negotiation of some sort, so if Airbus wants to come play ball, Ryanair won’t turn them away. But this sounds like Airbus isn’t particularly interested… at least not enough to price the airplanes where Ryanair wants them.