Newsletter
easyJet's board backs Castlelake's fifth bid at 690p per share, valuing the airline at £5.2bn. Condor's CEO names Gulf carriers as potential buyers. Catania Airport reopens this morning after Mount Etna shut it for three days, with the alert downgraded from red to orange.
Newsletter
Castlelake expected to submit a fifth easyJet bid as books are opened ahead of the 5 July deadline. EASA prepares a wider A380 directive as inspection results come due this week. Farnborough opens 20 July with narrowbody replacement orders expected to dominate.
Newsletter
Brent closed Friday at $72, the lowest since the Iran war began. Delta and United hit all-time closing highs. A fifth Castlelake bid for easyJet is expected by July 5. This edition covers what the fuel repricing means, who gains first, and what it does to the easyJet takeover calculus.
Newsletter
EASA grounds Emirates A380s with immediate effect. easyJet extends the Castlelake takeover deadline to 5 July after opening its books. Federal judges prepare to rule on the Delta-Aeromexico joint venture.
Newsletter
AirAsia confirms its London Gatwick route relaunches in August as fuel costs ease and fares fall. Turkish Airlines brings back premium economy in 2028 on A350s. The FAA awards an $875m AI airspace contract to startup Air Space Intelligence.
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easyJet rejects Castlelake's £4.74bn bid. Emirates restores double-daily Beijing service. Singapore Air eyes yuan bonds.
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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.
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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.
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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
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.
Newsletter
The US and Iran agreed a ceasefire framework over the weekend that would reopen the Strait of Hormuz — Brent crude has fallen 10% in a week to $88. Saudia took delivery of the first A321XLR in the Gulf. Air France resumes Riyadh today and Dubai from June 3 as European carriers set firm return dates.
Newsletter
Ryanair posted record profit on an 80 per cent hedge book. EasyJet reported a £552mn half-year loss. Qatar Airways made $1.94bn despite a war adjacent to its hub. The jury in Seattle cleared Boeing of fraud in the LOT case. The hedge book decides who survives. This week proved it.