GLG News by Airline and Aerospace Industry Experts: GLG Leaders and Scholars

Addison SchonlandPartnerAirInsight

Is Putin's policy the right one?

August 1, 2008

Analysis of:Russian aviation in meltdown, experts warn | www.breakingtravelnews.com

Putin started to consolidate Russia's aerospace firms some years back.  He also insisted in interfering with the fleet decisions at Aeroflot. Most people were of the opinion that this was typical of Russia's political leadership - was he right to do it?

Addison SchonlandPartnerAirInsight

This news is possibly bigger than it seems

July 28, 2008

Analysis of:Jumbo jet oxygen tank blast would be a first: officials | uk.news.yahoo.com

There are three things that could cause what one sees in the pictures - looking at the photos it's clear metal was ripped outward -- by bomb or fatigue or fairing failure/pulled the metal -- it's got to be one of those three. Not a splendid choice is it?

Addison SchonlandPartnerAirInsight

More A380 wiring pain

July 17, 2008

Analysis of:Airbus is hampered by cultural differences | www.ft.com

Just when we all thought the A380 program is getting sorted out, along comes this story. And right in the middle of the Farnborough show - ouch!

Addison SchonlandPartnerAirInsight

Being a commercial pilot in America

July 3, 2008

Analysis of:US Airline Pilots Brace For Downsizing | news.airwise.com

The next round of dislocations finds the industry not yet recovered from the pervious mess called 9/11.  The people costs we saw last time will be much worse this time.

Addison SchonlandPartnerAirInsight

Lucky Mr. Bejach

July 3, 2008

Analysis of:British Airways To Buy France's L'Avion | news.airwise.com

Its not easy being lucky in the airline business at present. Its not easy being in the business at all. But here is one very lucky man.

Addison SchonlandPartnerAirInsight

Real world prices and impacts come to the effervescent Gulf region

June 26, 2008

Analysis of:Kuwait's Alafco Sells Eight 787s To Saudia | news.airwise.com

It has been apparent for some time that recently super rich oil based economies of the Gulf might be immune to the world's economic woes. Guess what? They are not, if your customer hurts then evetually you hurt too. Given that the Gulf's only real contribution to golbal economic activity comes from oil exports, the hurt will be painful, too. The west will learn to be creative and ever more fuel efficient. This will make slowly less depedent on the Gulf. But the Gulf economies will grow more dependent on the West.

Addison SchonlandPartnerAirInsight

Shrink is a dangerous thing

June 24, 2008

Analysis of:United Airlines To Lay Off 950 Pilots | news.airwise.com

As airlines shrink they lose the most important feature they offer - choice. Invariably the airline with the fewest choices is the least selected. United is the latest to annouce severe cutbacks. Such a shrink bodes ill for the airline as it requires a strong domestic system to handle feed and distribution. Beware the trap PanAm and TWA fell into.

Addison SchonlandPartnerAirInsight

The Great Shrink

June 20, 2008

Analysis of:Continental cuts 3,000 jobs, grounds planes | money.cnn.com

I know of no example of an airline that shrank itself into profitability. After all, this is a business that seeks economies of scale.

Addison SchonlandPartnerAirInsight

Does it even matter?

June 3, 2008

Analysis of:Soros sounds alarm on oil ‘bubble’ | www.ft.com

Whether we are in the midst of an oil bubble is not really the fundamental question.  The real problem goes back to the 1970's and the last big oil shock.

Addison SchonlandPartnerAirInsight

Splitting up and the the risk that comes with this

May 15, 2008

Analysis of:One part of AIG wants to split from parent | www.bloggingstocks.com

Financial firms grew over the past decade as apparent disparate firms were cobbled together. The idea may have been to offset the risk - each part of the firm operating on a slightly different schedule of the economic cycle.

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