Newsletter
The Insider Brief — Monday 22 June 2026
easyJet rejects Castlelake's £4.74bn bid. Emirates restores double-daily Beijing service. Singapore Air eyes yuan bonds.
Rodrigo Andreas
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.
News
Castlelake goes public with £4.74bn easyJet bid
Castlelake has gone public with a £4.74bn ($6.21bn) all-cash proposal for easyJet after the board rejected three offers. A Takeover Panel deadline of 5pm Friday 26 June forces a decision within days.
Analysis
Record airline profits still fall short of capital cost
IATA forecasts a record $41bn airline profit for 2026. The same forecast shows the industry earning 6.8 per cent on invested capital against an 8.2 per cent cost of capital. A Pro analysis of the gap nobody explains.
Newsletter
The Insider Brief — Monday 8 June 2026
IATA cuts 2026 industry profit forecast to $23bn as fuel costs surge 70%. European passenger traffic posts its first decline since 2021. WestJet accelerates 737-700 retirements. Goldman Sachs warns European jet fuel stocks may breach the IEA's critical shortage threshold this month.
Newsletter
Pro Insider - Sunday 7 June 2026
Delta is flying 44 First Class seats on A321neos because Safran missed its certification deadline. Southwest exited O'Hare and Dulles this week after a failed five-year expansion. Both stories say more about aviation's supply and demand mismatch than any strategy document.
News
IATA calls for European tax cuts as fuel costs bite
IATA called for urgent European airport tax cuts at its Rio AGM on Saturday, as fuel costs at $163 per barrel erode the margins that its December $41bn profit forecast assumed at $88 per barrel.
News
Emirates cuts 500,000 June seats as Gulf demand weakens
Emirates has cut 14 per cent of its June flight schedule, removing nearly 500,000 seats six weeks after posting a record $6.6bn annual profit. Cirium data shows 47 destinations affected, with some routes cut by more than half.
Analysis
Delta's premium domestic gamble is not what it looks like
Delta is flying seven A321neos with 44 First Class seats and one lavatory. It is not a strategic statement on premium demand. It is a supply chain workaround that has accidentally created something worth watching.
Analysis
Southwest has abandoned the model that built it
Southwest eliminated open seating, introduced bag fees and exited O'Hare and Dulles this week. A Pro analysis of whether the most ambitious transformation in US airline history can actually work.
Newsletter
The Insider Brief — Monday 01 June 2026
The US and Iran are closing in on a 60-day ceasefire extension that would open the Strait of Hormuz as Brent crude fell below $95 on Friday. Boeing confirmed the 737 MAX 7 is 80% through certification with FAA approval expected this summer.
Newsletter
Pro Insider - Sunday 31 May 2026
The FAA confirmed the 777X will not be certified this year. Airline stocks had their best week since the Strait of Hormuz closed, on ceasefire signals. Farnborough is 50 days out. This edition covers what the order book signed in Hampshire will prove, and what it will not.
Analysis
Farnborough 2026 will be the industry's confidence vote
Farnborough runs 20 to 24 July, eight weeks away. A Pro analysis of what the order tally will reveal about industry confidence, and why Boeing's share of it matters more than the headline number.