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

Addison SchonlandPartnerAirInsight

Aer Lingus management says "No"

December 3, 2008

Analysis of:Aer Lingus rejects new €738m offer from Ryanair | www.independent.co.uk

They had to say No - what else could they say? Anything positive would be to admit that they have not been running the airline well.  The truth is that Aer Lingus is now in a worse situation than they were last time Ryanair came knocking.  Even Ryanair has been battered by the oil shock and falling demand. But Ryanair has much deeper pockets.

Addison SchonlandPartnerAirInsight

Lufthansa launches Italia

November 27, 2008

Analysis of:Lufthansa launches Italia brand | www.breakingtravelnews.com

So Lufthansa's apparent patience has run out waiting for Alitalia to revivie as a going concern.

Addison SchonlandPartnerAirInsight

Tourism industry guidelines

November 21, 2008

Analysis of:End of the Tourism Boom? | abcnews.go.com

The tourism business is very big, frequently it is cited as employing one in sixteen people globally. This would make it one of the world's largest employers.

Addison SchonlandPartnerAirInsight

Heathrow - pressure mounts

November 12, 2008

Analysis of:Govt Clash With MPs Over Heathrow | news.sky.com

The British have waited too long to solve an issue that affects global commercial aviation. Its key London airport, Heathrow, is at maximum capacity. Yet more airlines want to fly there. The delays in doing anything have now reached a point where there are no easy or cheap options.

Addison SchonlandPartnerAirInsight

Remember those huge show orders?

November 6, 2008

Analysis of:Planemakers May End Up With 200 `Whitetails' | www.bloomberg.com

Airbus and Boeing were delighted as each air show delivered new orders - huge orders. It was almost as if each show tried to top the previous one. New airlines ordered planes by the score. Airlines took positions in the fast selling 787.  There was concern that delivery positions for the 787 was so far out  900 of the planes are on order. But things have changed very rapidly in the past 60 days.

Addison SchonlandPartnerAirInsight

GE comes back to UDF

October 27, 2008

Analysis of:Battle hots up for cleaner jet engines | www.ft.com

New engines are becoming necessary for the industry. Oil prices have dropped, but for how long? The need for new fuel efficient engines is manifest - Airbus and Boeing need them for replacement designs. Moreover, other players in the business like Bombardier and Mitsubishi are committed. Embraer also is watching this closely.

Addison SchonlandPartnerAirInsight

Rolls looking at open rotor design?

October 20, 2008

Analysis of:R-R undertakes secret studies into public perception of open rotors | www.flightglobal.com

The "open rotor" is not new, they were first tested in the late 1980's. But these engines did not gather momentum becuase fuel became cheap and the concern about noise.  But we are now looking at pricey fuel again - perhaps the noise issue can be overcome.  Certainly the people at Airbus and Boeing would like to see a 20% better fuel burn and that means new engines.  So old ideas are getting dusted off.

Addison SchonlandPartnerAirInsight

Another turboprop tests the market

October 20, 2008

Analysis of:Big market for small aircraft in India | timesofindia.indiatimes.com

High fuel rpices have driven many airlines back into the arms of turboprop makers. These palnes are fuel efficient and cheaper to fly than jets. They are also much improved compared to earlier offerings.  Has the turboprop demand grown enough to give everyone enough marketshare to make a living?

Addison SchonlandPartnerAirInsight

Another view

October 8, 2008

Analysis of:Airlines to Face Difficulty Getting Aircraft Financed | www.bloomberg.com

Today our fellow GLG colleague Doug McVitie made a great case for the the industry being able to keep going - he believes there is finance out there to fund the airlines and their huge orders. This post is not to argue with his cogent thesis - merely to provide readers with another view.

Addison SchonlandPartnerAirInsight

Airline brand destruction - Qantas

September 29, 2008

Analysis of:Qantas devours its own | www.businessspectator.com.au

When you read the first three words above,  you would normally think a US carrier world you not? Apparently the airline service contagion has now reached Australia's shores. What a pity.

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