Rodrigo Andreas is the founder of Airliner Insider. He has a background in commercial aviation and economics, with experience across European aviation sales and charter markets.
Analysis
Delta's American Express partnership generates $8 billion annually. IAG Loyalty is valued at $10.3 billion — double what it was worth in 2020. A forensic look at how frequent flyer miles became the most valuable asset in commercial aviation, and why the market still hasn't priced it correctly.
Analysis
The Iran conflict has sorted the airline sector into two groups that were always structurally different but were previously priced as if they were the same. An independent analysis of which carriers have earned their current valuations — and which have not.
News
AirAsia is suspending ten routes from mid-April through May as fuel costs from the Middle East crisis hit Southeast Asian low-cost carriers. The suspensions reflect the global reach of a fuel shock that is eliminating marginal routes across every region, not just those with direct Gulf exposure.
News
EASA extended its UAE airspace conflict zone bulletin to April 24 with no changes — European carriers remain grounded on Dubai routes. Lufthansa has cancelled most of today's flights as cabin crew strike across all German airports.
News
Southwest Airlines exits Chicago O'Hare and Washington Dulles on June 4, ending a five-year experiment at both airports. All 15 O'Hare markets will remain available from Midway. Passengers with affected bookings can rebook free or request a full refund.
News
Lufthansa expects to cancel 80 to 90 percent of its flights on Friday April 10 as cabin crew union UFO stages a one-day walkout across all German airports. Austrian, SWISS and other Group subsidiaries are unaffected. Passengers can rebook free of charge or request a full refund.
Analysis
Fuel hedging is the financial instrument that separates the airlines absorbing the current crisis from those drowning in it. Here is how it works, why most US carriers abandoned it, and what its structural limits are — including the flaw the Iran war made visible.
News
A US-Iran ceasefire was announced yesterday. Oil fell below $100. Airline stocks surged globally. IATA's Willie Walsh says jet fuel supply will take months to recover regardless. Bahrain has reopened its airspace. EASA reviews its UAE bulletin this morning.
News
Qatar Airways has grounded all eight of its operational A380s and cut more than 12,000 flights for April and May. The June 1 return is planned. The refund window extends to July. The longer term data suggests the crisis has accelerated a retirement trajectory that was already underway.
News
Delta beat on revenue and earnings in the first quarter. It also withdrew its full year guidance entirely. The refinery offset is real. The fuel crisis is now fully on the income statement; and Delta's results represent the ceiling for what US airlines can deliver in this environment.
News
Jet fuel rationing has reached seven Italian airports. Air India's CEO has resigned. EASA reviews UAE airspace safety on Thursday. And Delta reports earnings at 11.30am UK time — we will have the analysis as soon as numbers drop.
Analysis
Short positions on Wizz Air have risen from 9% to 16% since the Iran war began — the highest level in ten years. Hedge funds are telling you where they think the fuel crisis does the most structural damage among listed European carriers.