Low-Cost Airlines Are Crashing into Bankruptcy One After the Other as Financial Conditions Tighten in Europe by MC01 • Jan 26, 2019 • 43 Comments But traffic is up, and these are still the good times.
The Global Battle over Subsidies for Money-Losing Airlines by MC01 • Dec 23, 2018 • 24 Comments The US and EU slug it out with the United Arab Emirates and Qatar.
The Wild East: Airlines in South & Southeast Asia by MC01 • Dec 8, 2018 • 45 Comments Huge aircraft orders, booming traffic, dozens of upstarts with easy mega-funding, fierce competition, already a big collapse, and allegations of shady business.
Aircraft Leasing Bubble in Trouble? by MC01 • Nov 24, 2018 • 64 Comments Alarming signals are coming from an unlikely place, the market that the industry long touted as an engine of infinite growth.
Billions for Planes, Billowing Losses by MC01 • Nov 10, 2018 • 68 Comments The Long-Haul “Low-Cost Carrier” Business Model in a world awash in cheap money.
What’s Going on in the Used Passenger-Plane Market? by MC01 • Oct 13, 2018 • 56 Comments Converting them to freighters is a booming business, but overcapacity looms.
Fully Autonomous Cargo Ships Face Enormous Challenges by MC01 • Sep 1, 2018 • 82 Comments As with all “bleeding edge” technologies, the challenges are huge, and it’s possible they may end up derailing the whole venture.
The Global Container Shipping Industry since the Hanjin Collapse by MC01 • Aug 11, 2018 • 32 Comments Overcapacity reigns as companies splurge on the largest ships, consolidation rages, no one wants to back off.
The Largest Ships in the Huge Iron-Ore Trade by MC01 • Jul 28, 2018 • 42 Comments Exports are dominated by two countries, imports by three. And everything revolves around China.
“Big Three” Korean Shipbuilders & Their Huge Shipyards in a World of Overcapacity and Collapsed Orders by MC01 • Jul 7, 2018 • 55 Comments Years of “growth at any cost” led to accounting fraud, huge government bailouts, and murky restructuring plans.
