Airline Weekly Lounge
Skift
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The editors of Airline Weekly discuss the most interesting developments within the commercial airline industry. Conversation generally centers on one question: How do you make money in this industry? Presented by WEX.
Jaksot
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Why 2026 Is Aviation's Most Volatile Year Since COVID 23.07.2026 1t 1minThe airline industry is navigating its most unpredictable period since the pandemic, with fuel prices, geopolitical tensions, premium travel demand, and aircraft shortages reshaping the competitive landscape. Gordon Smith and Jay Shabat break down the data behind the headlines, explaining why airlines remain profitable despite rising costs and unprecedented volatility. They also explore the winners and losers across global aviation, from the Middle East's disrupted hub networks and Europe's consolidation wave to the changing competitive dynamics in the U.S. Plus, they preview what to watch as airlines report Q2 earnings and why premium cabins continue to drive the industry's strongest financial results. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:00 Welcome to Skift Playbooks 02:35 Why Oil Sets the Tone 06:28 Airline Profits in Context 10:39 Gulf Disruption and Recovery 12:00 Demand Trends and Rerouting 17:03 Premium Boom Everywhere 19:31 Supply Crunch and Delays 25:37 Unit Costs Beyond Fuel 26:57 Skift Aviation Forum Plug 30:00 Back to Europe Volatility 30:57 Europe Consolidation Outlook 31:36 TAP Sale and EasyJet Bids 33:43 Why IAG Outperforms 34:09 Tourism Boom and Loyalty 37:27 US Market After Spirit 40:29 Premium Gap Delta vs Spirit 44:07 US Consolidation and American Chase 48:05 Q2 Earnings Season Themes 53:04 Global Airlines Scoreboard 57:22 Wrap Up and Subscribe -
How Many Planes Does the World Need? 18.07.2026 26minAhead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker's latest Commercial Market Outlook, an annual report which asks how many aircraft the world will need in the decades to come. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:00 Welcome and Guest Intro 00:45 Boeing Outlook Overview 01:33 Fuel Shock and Demand 04:28 How CMO Is Built 06:22 Big Headlines 44000 Jets 07:55 Where Growth Comes From 10:29 Neutral Forecast and Investment 12:40 Break and Return 13:24 Premium Cabin Boom 17:59 ULCCs After Spirit 20:23 Farnborough Airshow Preview 21:30 Supply Chain Complexity 23:58 Where to Read CMO 24:22 Wrap Up and Subscribe -
Can a "New Class of BNPL" Become a Strategic Loyalty Play? 16.07.2026 17minClarityPay recently partnered with JetBlue to introduce a new pay-later program that combines embedded financing, loyalty, and personalization to drive incremental revenue. Learn more about ClarityPay here: claritypay.com/travel Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:00 Welcome and Setup 00:28 What Airline Financing Means 00:55 Introducing Clarity Pay 01:45 Interview Begins Financing Shift 03:03 What Clarity Pay Does 04:12 Why BNPL Must Evolve 05:27 BNPL Meets Co-Brand Cards 06:33 Data Trust and White Label 07:49 Personalized Underwriting Example 09:16 JetBlue Partnership and Loyalty 11:42 Measuring Success Metrics 13:10 Future of Brand Control 14:21 Advice for Travel Brands 16:01 Where to Learn More 16:39 Subscribe and Closing -
How Much is EasyJet Worth? 09.07.2026 43minAn approach from U.S. private equity firm Castlelake has reopened the question of what EasyJet is actually worth. Gordon and Jay run through the latest takeover chatter before setting the scene for Delta's Q2 earnings. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:00 Welcome and Agenda 00:41 Earnings Season Setup 01:26 Castlelake Bids for EasyJet 04:21 What a Takeover Means 05:52 EasyJet Value and Assets 08:31 EU Ownership Rules 09:44 Who Could Be Next 10:46 Wizz Air and Finnair 19:37 More Targets Aegean to Condor 28:42 Jet2 and Package Holidays 32:33 Break and Listener Notes 33:08 Delta Q2 Preview 33:50 Industry Trends Demand Costs 39:21 Delta Margin and Fuel Outlook 41:20 Wrap Up and Next Dates -
Does SAS Really Need 40 A330neos? 02.07.2026 37minDoes SAS Really Need 40 A330neos? In part one, Gordon and Jay discuss SAS Scandinavian Airlines' new widebody order and ask whether the carrier can justify that many additional planes. In part two, the focus turns to Air New Zealand, where management has just published an updated turnaround plan. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:00 Welcome and World Cup Banter 01:48 SAS Order Breakdown 03:52 AF KLM Vision for SAS 05:07 Copenhagen Hub Consolidation 08:16 Network Growth and Fleet Mix 14:09 Why Copenhagen Wins 17:22 Airshow Timing and Industry Chatter 18:56 Group Rebrand Speculation 23:23 Part Two Air New Zealand Setup 24:58 Air NZ Challenges Fuel and Engines 28:50 Our Future Plan Priorities 32:25 Customer First Means On Time 34:12 Subscribe Forum Earnings Wrap 36:21 Final Thanks and Sign Off -
Is Las Vegas Out of Luck? 25.06.2026 37minLas Vegas air traffic is down 6%. Gordon and Jay work through what's behind it, then turn to a U.S. market headed firmly the other way. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 01:55 Vegas Market Slump 03:55 Why Visitors Dropped 06:54 Premium Shift and Prices 11:00 Events and Seasonality 12:57 Gambling Competition Theory 16:00 Capacity Correction Debate 17:52 Airline Winners and Losers 19:32 Break and Listener Plug 20:22 San Diego Growth Story 22:09 Alaska vs Southwest Battle 23:14 Why San Diego Appeals 27:20 Airport Constraints and Planning 29:29 California Growth Limits Tangent 34:09 Wrap Up and Skift Forum 35:49 Final Thanks and Sign Off -
What's the Most Profitable Airline in the World? 18.06.2026 35minThe latest Airline Weekly global earnings scoreboard is in and the airline on top may not be the one you'd expect. Jay joins Gordon and Meghna to sort the winners from the losers. Before that, we report back from the IATA AGM in Brazil, with the trends that mattered and essential insights from the conference floor. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:00 Welcome and agenda 00:35 First impressions in Rio 03:15 United CEO on engines 05:38 Canada market outlook 08:19 Finnair growth and hedging 10:02 JFK Terminal 1 revamp 13:10 Skift events announcement 14:35 IATA wrap and demand trends 16:45 Part two scoreboard kickoff 18:14 Top winners and Copa 21:07 More winners and US rank 25:57 Bottom losers and Frontier 31:07 Fuel market update 34:02 Final wrap and subscribe -
The IATA AGM Debrief 11.06.2026 40minGordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everything from pricing to who gets to compete. Presented by WEX. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:35 IATA Rio Highlights 03:15 OEM and Engine Anger 10:05 Capacity Crunch Upside 13:58 Demand and Fare Limits 18:45 Fuel Price vs Shortage 22:43 Break and Reset 23:36 Brazil Market Overview 26:07 Triopoly and Bankruptcies 32:06 Why No New Entrants 35:01 Regulation and Gol Long Haul 37:19 World Cup Travel Talk 38:59 Wrap and Subscribe -
Inside the Minds of America's Airline CEOs 04.06.2026 38minGordon and Jay decode the most revealing CEO commentary from the Bernstein investor conference — what executives signaled about capacity, consolidation, and the months ahead. Then they look forward to the IATA AGM, one of the aviation industry's biggest gatherings, and what to watch for. Presented by WEX. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:00 Welcome and Agenda 00:35 Coffee Confessions and Naps 02:14 Bernstein Conference Setup 03:11 JetBlue Buyout Rumors 05:39 Kirby Shuts It Down 08:39 Southwest Take on Mergers 12:42 JetBlue Response and Outlook 16:07 Fuel Prices and Guidance 20:07 Break and Listener Mail 20:30 IATA AGM Rio Preview 21:37 What IATA Is and Why It Matters 25:34 Key Themes Fuel Middle East Sustainability 27:53 Questions to Ask CEOs 32:31 Aircraft Supply Crunch 36:40 Wrap Up and Subscribe -
EasyJet's Tricky Quarter and Atlanta's Crown 28.05.2026 45minA rough quarter for easyJet has the numbers telling a stark story. In part one, Gordon and Jay dig into a -27% operating margin and the missteps, market pressures, and industry dynamics behind it. In part two, they answer a deceptively simple question: why does Atlanta — not New York, London, or Dubai — top the global rankings for passenger traffic? Presented by WEX. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:00 Welcome and agenda 00:44 EasyJet origins and brand 02:32 Winter losses and margins 04:35 Core markets and bases 08:46 Italy slots and competition 16:20 Summer demand outlook 19:57 EasyJet Holidays growth 23:48 Loyalty plans and wrap 24:37 Atlanta busiest airport intro 27:03 Five reasons Atlanta wins 38:43 Airport design and future 41:45 Closing and IATA AGM plug -
The Airline Europe Wrote Off — and Shouldn't Have 21.05.2026 39minGordon and Jay unpack how Iberia engineered one of the most dramatic financial turnarounds in modern airline history. Plus: Singapore Airlines posts a solid start to the year, but its Air India stake is shaping up to be a costly bet. Presented by WEX Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:00 Welcome and Agenda 01:39 Singapore Earnings Snapshot 03:28 Air India Stake Drag 04:17 Why SIA Keeps Investing 07:22 Vistara Merger Complexity 08:43 Air India Headwinds 09:47 CEO Transition Stakes 11:56 SIA Wrap and Break 14:09 Iberia Turnaround Setup 15:03 Profitability Like Ryanair 16:17 From Dysfunction to Reform 20:23 Margins Then and Now 22:51 Madrid Hub and Macro Tailwinds 27:23 Latin America Strategy 32:04 More Advantages and XLR Growth 36:57 Final Thoughts and Signoff -
The Profit Gap Splitting U.S. Airlines 15.05.2026 27minGordon sits down with Skift airlines reporter Meghna Maharishi to break down a revealing Q1 earnings season for U.S. carriers — separating the standouts from the strugglers. Plus: the latest merger chatter swirling around the industry, and could a major Boeing order follow President Trump's visit to China? Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 01:10 Q1 Earnings Snapshot02:26 Southwest Surprise Quarter03:24 Bag Fees and New Model05:05 Elliott Pressure and Next Moves07:08 Lounges and Premium Light08:22 American Falling Behind10:39 Break and Return11:16 Scott Kirby Merger Talk14:59 DC Policy Watchlist16:50 Flying Taxis in NYC20:57 Spirit Collapse Aftermath23:23 Trump China Trip Aviation Angle25:11 Wrap Up and Subscribe -
Spirit Airlines: The Post-Mortem 07.05.2026 38minSpirit Airlines is the first major U.S. carrier to go out of business in more than two decades. In this special edition, Gordon is joined by Jay and Meghna to unpack what went wrong — from blocked mergers to shifting consumer demand — and what Spirit's collapse means for the future of low-cost flying in America. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:00 Spirit Collapse Begins 00:54 Meghna’s 3AM Breaking News 02:51 How Spirit Ran Out 06:10 Is ULCC Model Dead 09:00 Bankruptcy Missteps And Mergers 13:32 DOJ JetBlue Deal Fallout 17:59 Cost Math Writing Wall 20:34 Part Two What Happens Next 20:48 Who Fills Spirit Routes 23:19 Fares Rise And Route Gaps 25:26 What Low Cost Still Works 27:32 Mergers Partnerships After Spirit 33:34 Can A New ULCC Launch 36:42 Final Thanks And Wrap -
What's Going Wrong at JetBlue? 30.04.2026 33minGordon and Jay open with JetBlue's latest quarterly results, unpacking what's behind the airline's struggles and what it might take to get back on course. Then they turn to Norwegian, where a strong set of numbers tells a very different story. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 01:24 JetBlue Earnings Snapshot 03:31 Why JetBlue Is Struggling 07:40 Fort Lauderdale and JFK Strategy 11:15 Spirit Bailout Tangent 14:50 JetForward Plan and Levers 18:23 Fuel Shock and Demand Strength 19:34 Break and Subscribe Plug 20:06 Norwegian Reset and Q1 Results 23:26 What’s Driving the Turnaround 24:23 Europe Capacity Cuts and Demand 28:32 Fuel Supply and Industry Mood 31:15 Wrap Up and Final Thanks -
Will Washington Save Spirit Airlines? 23.04.2026 35minCould the U.S. Government shore up Spirit Airlines? Gordon and Jay break down the latest industry chatter about the troubled carrier's future, including fresh commentary from President Trump. Then they shift gears to unpack Alaska Air Group's newest earnings report and what it signals about the carrier's post-Hawaiian merger trajectory. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 01:06 Spirit Trouble Update 03:27 Liquidation vs Survival Paths 05:05 Trump Comments and Bailout Talk 16:33 Merger Signals and Break 18:29 Back From Break Alaska Begins 19:44 Alaska Q1 Weakness and Fuel 23:12 Capacity Cuts and New Long Haul 28:12 Corporate Loyalty Bright Spots 32:27 Demand Headwinds and Closing -
Could United Really Merge with American Airlines? 16.04.2026 27minWill two of America's biggest airlines become one? Gordon and Jay dig into whether a United-American mega-merger is actually on the table and ask what further consolidation would mean for the industry. Plus: Qantas cuts capacity and Korean Air's latest financials. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:32 United American Merger Rumor01:59 Regulatory and Fuel Context05:05 Duffy Comments and Caveats06:26 Consolidation Speculation08:32 Qantas Fuel Hedging Shock09:47 Network Shifts and Airspace13:15 More Headlines and Break14:23 Korean Air Q1 Overview15:59 Passenger Demand Drivers19:27 Cargo Boom and Other Units23:19 Asiana Merger Clarified25:29 Wrap Up and Subscribe -
Delta Confronts the Oil Price Crisis 09.04.2026 41minDelta’s latest results are in and the fuel price challenge is front and center. Gordon, Jay, and Meghna dive into what the numbers say about the airline’s strategy and resilience. In part two, the conversation turns to Southwest and the next chapter of its transformation story. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 00:59 Delta Q1 Headline Numbers 01:54 Fuel Spike and Q2 Outlook 03:29 Earnings Call Tone 04:07 Premium Demand Holds 05:29 Main Cabin Inflection 06:48 Why Demand Stays Strong 11:12 High Fuel Means Consolidation 13:04 JetBlue Merger Speculation 17:42 Oil Volatility and 2008 Parallels 20:22 Premium Segmentation Tease 21:18 Delta Premium Basics 21:54 Tech Ops Profit Engine 22:27 Cargo Refinery Upside 23:14 Premium Seats Strategy 24:26 Post Pandemic Cost Reality 25:34 Wrap Part One 26:12 Listener Reminders Break 26:36 Idea Awards Spotlight 29:25 How To Enter Awards 31:35 Southwest 2.0 Pitch 33:23 Culture And Activist Push 35:34 Passenger Reactions Mixed 37:21 Middle Market Risk 39:44 Final Thanks Signoff -
Who Will Lead IATA Next? 02.04.2026 40minGordon and Jay unpack major leadership moves shaping the industry, from Willie Walsh’s shift to IndiGo to Michael Rousseau’s departure from Air Canada. Later, they dive into fuel prices and what’s ahead for Alaska Airlines. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 02:26 JetBlue Seeks a Partner 04:42 Willie Walsh to IndiGo 08:25 IATA Succession Talk 11:11 Air India Leadership Rumors 12:00 Air Canada CEO Steps Down 18:50 What Are IDEA Awards 19:37 Who Can Enter 20:09 Airline Categories Explained 21:19 Quiz And Sample Forms 23:29 Back To Lounge News 23:53 Fuel Price Reality Check 24:49 Alaska Warns Bigger Loss 26:22 Mexico And Hawaii Demand Dip 28:41 Alaska Expands To Europe 30:33 Widebody Risk Debate 31:10 Why Buy Hawaiian 34:12 Seattle Long Haul Competition 37:35 Integration And Outlook 39:21 Wrap Up And Subscribe -
An Aviation Crisis – with a Twist 26.03.2026 28minIn part one, Gordon and Jay unpack a whirlwind few days for the global airline industry, including fresh insights on jet fuel prices. In part two, the conversation turns to intriguing developments at Filipino low-cost carrier Cebu Pacific. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. 01:17 Fuel Price Crisis Update 04:57 Other Industry Headlines 05:31 Earnings Season Preview 09:18 Demand Strong Despite Costs 11:30 Listener Mail and Break 11:53 Skift Idea Awards Spotlight 16:53 Back From Break and Setup 17:25 Cebu Pacific Overview 20:43 Profitability and Challenges 21:39 Fuel Shock and Fare Hikes 26:23 Wrap Up and Subscribe -
Making Sense of the Fuel Price Crisis 19.03.2026 41minFuel accounts for roughly 20–30% of an airline’s operating costs—so when prices surge, the impact can be immediate and significant. In this week’s show, Gordon and Jay break down how U.S. airlines are navigating this historic spike and explore what it could mean for supply and demand. Follow the Hosts: Gordon Smith – LinkedIn Jay Shabat – LinkedIn Meghna Maharishi - LinkedIn Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries. Approximate Time Stamps 00:36 Fuel Crisis Reality Check 01:59 JP Morgan Conference Setup 04:19 March Bad Luck Streak 05:23 Jet Fuel Spike Numbers 07:09 Fares Rising Demand Strong 09:49 Pulled Forward Bookings 13:43 Q1 Earnings and Weather 16:28 New Revenue Levers 18:03 Legacy vs LCC Pricing 19:33 Subscribe and Break Tease 20:17 IDEA Awards Introduction 21:08 Impact Over Scale 21:56 Finding Your Category 23:06 Quiz and Sample Forms 23:40 How to Submit 24:46 Awards Wrap and Next Topic 25:16 Why JP Morgan Matters 27:20 Delta Refinery Explained 31:25 American vs United O'Hare 35:19 Fuel Shock and Recession Risk 37:32 Volatility Is the New Normal
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