Names and details of certain GLG News authors are available only to GLG Clients and Council Members. GLG News authors are subject-matter experts within the GLG Councils and are available for expert consulting - by phone, in-person, or written analysis. To find out how to become a GLG client or Council Member, click here.
G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.
International Aero Engines A Dead Consortium?
September 10, 2010
Pratt: Firms may differ on re-engining | www.reuters.com
IAE has had a good showing on the Airbus A320 family, but with the denigration of the GTF engine by Rolls-Royce, the consortium is now on borrowed time.
Pratt & Whitney Not Impressed With CSeries
September 10, 2010
Ryanair talk of aircraft spree damps dividend hopes | www.ft.com
It was only a matter of time before the bleak and harsh reality of the CSeries weakness hit Pratt & Whitney.
Cargo Slowdown May Offset Boeing 747-8F Delays
September 10, 2010
Air cargo demand to slow from post-recession surge | uk.reuters.com
The Association of Asia Pacific Airlines (AAPA) reported slower rate of traffic growth during July in contrast to the numbers seen earlier this year – has a slowdown already commenced?
Emirates Desire For Airbus A380s Unfazed
September 10, 2010
Emirates's Record A380 Jet Order Is `Not Enough,' Clark Says | www.bloomberg.com
Adding capacity to its network while driving frequencies up is Emirates’ core business – growth at Dubai International Airport cannot keep up with the amount of passengers travelling through it.
New Low Cost Airline To Shake Up Japanese Market
September 10, 2010
ANA and First Eastern Form First Japanese Low Cost Carrier | www.ana.co.jp
No longer can Skymark Airlines sit on the sidelines – a new player is less than a year away from taking flight. Equally, Japan Airlines will have to keep an eye over its shoulder.
Ryanair Will Only Buy From Boeing
September 9, 2010
Airbus Won't Engage In Talks With Ryanair | online.wsj.com
It was always on the cards that Ryanair would cogitate about making airplane acquisitions. Snubbing Airbus was forever part of that plan.
Airbus A380 Delivery Targets Meaningless
September 9, 2010
Airbus May Exceed 2010 Delivery Target for A380 | www.bloomberg.com
Without any A380 customer stepping forward to demand earlier deliveries, production of the unloved airplane will likely decline to offset the shrinking backlog.
Production Challenges Will Force Another CSeries Delay
September 9, 2010
CSeries could hit same turbulence as Dreamliner, Boeing official says | www.montrealgazette.com
Bombardier’s CSeries has been delayed three years already and its exposure to firms it has never worked with risks delaying the airplane even further.
Despite Strike Threat, British Airways Focuses On Alliance Plans
September 9, 2010
British Airways, American Set to Start Joint Venture Next Month | www.bloomberg.com
With regulators on both sides of the Atlantic finally giving the Oneworld alliance antitrust immunity, British Airways will be relishing the opportunity to strengthen its relationship with American Airlines.
International Consolidated Airlines Group Eyes New Purchases
September 9, 2010
BA boss Willie Walsh reveals takeover ambition | www.bbc.co.uk
The British Airways-Iberia hasn’t yet been finalised, but already the enlarged group has emerged as the latest industry would-be predator.
CFM International LEAP-X Best Solution For Boeing?
September 8, 2010
Local company to supply Boeing | www.timesunion.com
While Boeing has been quick to state less than convincing arguments for re-engining the 737, that doesn’t mean it has ruled out the option entirely.
WTO Preliminary Report On Boeing Due
September 8, 2010
WTO to issue Boeing subsidies verdict Sept. 15: source | www.google.com
Delivery of case DS353 against Boeing has absolutely nothing to do with the prior case, DS316. Anyone attempting to draw parallels or link the two cases is not an honest broker.
KC-X Tanker Award Slippage Always Expected
September 8, 2010
U.S. tanker award date becomes more uncertain | in.reuters.com
To assume that this latest effort to (finally?) award the KC-X contract would run as scheduled would be slightly reckless. Even if someone does win by year end, a protest by the loser will further derail the procurement.
SpiceJet Gets Nod To Acquire 30 More Boeing 737s
September 8, 2010
Low-cost airlines to buy 46 aircraft for R19,270 crore | www.hindustantimes.com
As traffic finally starts to gain traction in India, SpiceJet gets the all clear to buy another 30 Boeing 737-800s.
Air India Express Curtails GCC Operations
September 8, 2010
Pilot shortage hits Air India's Gulf flights | business.maktoob.com
Air India Express has been suffering problems in the Persian Gulf for many months. Cutting frequencies may be a longer term occurrence, particularly as others in the region expand.
September 6, 2010
This Week briefing | www.flightglobal.com
Throwing money at a problem doesn’t mean your airplane will be any better. The A380 and initial A350 designs are ample proof of that. For the C919, anything that goes wrong will dent their credibility.
Boeing 767 Enters Twilight years
September 6, 2010
1,000th 767 production starts next week | blog.thenewstribune.com
As with every generation of airplane, the 767 has brought many firsts for the industry – with no clear direction on the eventual tanker winner, the airplane has had a great innings.
Emirates A380 Service To Manchester Not All That Surprising
September 6, 2010
Why the Airbus A380 is a big deal for Manchester | news.bbc.co.uk
The fact that Emirates is using a higher capacity A380 for use on its Dubai-Manchester route tells you all you need to know – lower yield fares will drive traffic to the airline.
Kuwait Airways Still Struggling
September 6, 2010
90 Kuwait Airways Corporation pilots seek ‘transfer’ | www.arabtimesonline.com
Not content with having forced Iraqi Airways to end operations, Kuwait Airways is itself now fighting for survival while trying to reinvent itself through being privatised.
Air France-KLM Low Cost Airline Late To The Game?
September 6, 2010
Air France mulls 'low-cost' option: sources | www.google.com
As one of Europe’s biggest airlines, Air France-KLM’s slow deliberations on the low cost market may have arrived just a little too late.
Chesapeake Energy bites the natural gas bullet
January 25, 2012
Flurry of newbuild drilling rig deliveries in 2012 may dampen rig rates
January 20, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012
Two global energy pipeline projects deserve attention
November 15, 2011