Airline Business Podcast-logo

Airline Business Podcast

News & Politics Podcasts

Exclusive insight and intelligence for airline boardrooms worldwide


United Kingdom


Exclusive insight and intelligence for airline boardrooms worldwide



Ask host to enable sharing for playback control

Is the airline industry recovery still on track?

In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis discuss the industry outlook following the recent IATA AGM in Dubai, including an improved profit forecast from the association. They then look at the latest consolidation developments, including a surprise tie-up seeking to take remedies from IAG's acquisition of Air Europa, and potential moves from the Middle East's Qatar Airways. They also discuss the new Airline Business website ( ahead of the second-quarter earnings season. Music credit: Tea K Pea “highabove”/Creative Commons Is there an answer to the SAF question that keeps being asked? SAF supply dominates IATA AGM as Walsh sees no straight line to net-zero target Stability follows volatility as IATA projects profits notching up ‘Steady as she goes’: airline chiefs offer views on industry outlook How Abra and Volotea are joining forces as Air Europa ‘remedy takers’ at Madrid Will Qatar Airways become latest player in Virgin Australia stakeholder story? Why Africa might have its best chance to achieve a single air transport market Why does airline consolidation matter in Europe? How IndiGo aims to expand its reach


Ask host to enable sharing for playback control

First-quarter challenges but brighter summer to come

In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis look back on a first-quarter earnings season that saw a variety of challenges around the world, but also positivity on what will follow in 2024. They also discuss the new Airline Business website ( Airlines optimistic for another strong summer on transatlantic despite weakening signs Sun Country profitable as other US discounters slog through first quarter US airline industry ‘evermore rigged game’ favouring major carriers: Spirit Airlines CEO Why IndiGo believes time is right for widebody move with A350 order Asia-Pacific carriers flag China’s tepid return Lufthansa takes actions as it counts cost of strikes and new pay deals Air France-KLM looks past tricky first quarter towards ‘promising’ summer IAG enjoys Madrid’s status as ‘new Miami’ as it starts 2024 on front foot


Ask host to enable sharing for playback control

Changes at the top of Boeing and Europe's united front

In the latest episode - sponsored by Panasonic Avionics - Graham and Lewis discuss the impact of the recently announced changes at the top of Boeing, which came after several airlines voiced concerns about aspects of the airframer's management. They then look back to the Airlines for Europe (A4E) meeting in Brussels, examining the issues on which the region's largest carriers have a united voice. Music credit: Tea K Pea “highabove”/Creative Commons Fewer ‘spanners under floorboards’ but O’Leary still seeks Boeing improvements Airlines candid on Boeing concerns Boeing chief Calhoun to leave at end-2024 as Deal departs Commercial Airplanes Boeing management overhaul could spark real change – or bring more of the same Europe’s airlines heartened by sharp change in perception of industry Air France-KLM boss hits out at unfair Dutch ‘greenwashing’ ruling ‘Like lipstick on a pig’: Ryanair chief slams Single European Sky reforms


Ask host to enable sharing for playback control

Safety and consolidation under the spotlight

In the latest episode - sponsored by Panasonic Avionics - Graham and Lewis look back on an inauspicious start to 2024 in terms of airline safety and consolidation moves. They then consider what airlines including United Airlines, Ryanair and Wizz Air had to say about the year ahead in their recent earnings calls. Music credit: Tea K Pea “highabove”/Creative Commons Spirit pushes back on ‘misguided narrative’ about stability without JetBlue European regulators ‘welcome’ JetBlue’s summer Amsterdam access Regulators in no mood to wave through airline M&A activity SAS chief looks to SkyTeam gains to outweigh ‘emotionally difficult’ Star Alliance exit Lufthansa remedies to secure ITA deal fail to convince competition regulator Commission initiates deeper probe into latest IAG-Air Europa tie-up bid Why United chief Kirby is unfazed by more operational and cost pressures in 2024 Why growing Ryanair expects European short-haul capacity to fall this summer How is Wizz Air handling impact of Middle East war and GTF groundings?


Ask host to enable sharing for playback control

The airlines to watch in 2024

In the latest instalment of the podcast - sponsored by Panasonic Avionics -Graham and Lewis discuss the airlines to watch over the next 12 months. Among the carriers in the spotlight are Air France-KLM, Lufthansa, Norwegian, Turkish Airlines, Qatar Airways, Etihad Airways, Qantas, Air India, JetBlue and the Abra Group. Music credit: Tea K Pea “highabove”/Creative Commons From aircraft availability to consolidation: 10 airline stories that will shape industry in 2024 Turkish Airlines secures AOC for low-cost unit AJet Lufthansa orders first 737 Max jets as part of deal for up to 200 narrowbody aircraft Acquisition moves must be within ‘risk profile’: Air France-KLM chief JetBlue expects P&W engine issues to ground at least six aircraft through 2024 How Adrian Neuhauser transformed Avianca into a low-cost competitor Qantas faces shareholder ire at AGM, acknowledges ‘substantial’ loss of trust Air India takes delivery of first A350 Norway’s competition authority approves Norwegian’s acquisition of Wideroe China Eastern eyes Abu Dhabi link amid plan to deepen Etihad tie-up Qatar Airways chief Al Baker to step down in November


Ask host to enable sharing for playback control

Capacity, China, conflict and consolidation: looking back on 2023

In the latest instalment of the Airline Business Podcast – sponsored by Panasonic Avionics – Graham and Lewis look back on the past 12 months for the airline industry, considering the high and low points. They also discuss what might be ahead in 2024. Music credit: Tea K Pea “highabove”/Creative Commons From aircraft availability to consolidation: 10 airline stories that will shape industry in 2024 When it comes to airline M&A, is the gain still worth the pain? Bulk aircraft orders continue as airlines stock up for future growth Why airline industry focus is on the margins of profitability


Ask host to enable sharing for playback control

Widebody wins in Dubai and air cargo's turbulent descent

In the latest instalment of the Airline Business Podcast – sponsored by Panasonic Avionics – Graham and Lewis discuss the aircraft orders placed at this year’s Dubai air show and what they might mean for capacity growth in the region, particularly when it comes to widebody jets. They also look at the air cargo sector’s declining fortunes since its pandemic-era highs and consider whether a turnaround in demand is on the horizon. Music credit: Tea K Pea “highabove”/Creative Commons Widebodies account for almost half the order business at Dubai show Dubai air show underlines Middle East carrier growth ambitions Emirates to expand A350 commitment with additional -900s Etihad chief sees carrier entering third decade with renewed growth opportunity Ethiopian commits to additional A350-900s Flydubai follows Emirates in establishing Dubai South MRO centre Widebody delivery timelines likely to slip as order books fill-up: Udvar-Hazy Emirates' Clark: 777X follow-on order a balance of confidence and lead times SunExpress chief on how carrier is stepping up in scale with new Max 10 order EgyptAir signs for 10 A350-900s Clark still gets ‘real buzz’ from leading Emirates after delaying retirement Why stakeholders reject assumption hydrogen power will push up air fares Battered but not beaten: air cargo’s turbulent descent from Covid-era highs


Ask host to enable sharing for playback control

SAS stakes, sustainability and sweet spots

Graham and Lewis discuss the latest consolidation moves in Europe, as Air France-KLM announces plans to take a minority stake in SAS. They also consider the industry’s sustainability challenge, in light of the IATA World Sustainability Symposium in Madrid, including hurdles in the development of a sustainable aviation fuel industry. Finally, they consider the latest opinions on the industry’s outlook, as strong demand and constrained capacity continue to support yields. This episode is sponsored by Panasonic Avionics. If you have any questions, comments or suggestions, please email Music credit: Tea K Pea “highabove”/Creative Commons Air France-KLM has potential avenue to becoming controlling SAS shareholder SAS to leave Star for SkyTeam after picking Air France-KLM and Castlelake as investors Malta puts hopes on higher load factors and profitable routes for successor carrier Government to launch successor carrier to Air Malta in March 2024 ‘Airline sweet spot may have got sweeter’: IATA chief economist ‘Not a single drop’: LATAM Airlines chief highlights region’s SAF challenges Portugal clears path for TAP sale with new decree Airline optimism high as demand trumps fuel cost concerns Early signs of ‘normalisation’ effects at airlines


Ask host to enable sharing for playback control

Strong financials, market ‘normalisation’ and start-up stories

Graham and Lewis look back on another strong set of quarterly results from the global airline industry, while considering whether the coming months will see ‘normalisation’ in more markets. They then discuss the success or otherwise of the various start-up carriers that have launched operations over the past few years – and prospects for a few that are yet to get off the ground. Music credit: Tea K Pea “highabove”/Creative Commons More signs of airline markets ‘normalising’ as fares soften US pent-up demand shifts to long-haul at expense of domestic Air cargo grapples with plummeting rates and freighter oversupply fears Pegasus sees post-Covid travel boom ebbing after ‘strong’ second quarter IAG again flags slower-than-expected recovery in corporate travel Spohr sees Lufthansa ready to leave operational buffer behind in 2024 Profitable Lufthansa foresees ‘unabated’ demand across rest of 2023 Challenges remain despite Air France-KLM's steady post-pandemic progress Frontier navigates weather, ATC issues and long-haul competition to Q2 profit Born during the pandemic, Taiwan’s Starlux now makes up for lost time US start-up Red Way to cease operations two months after launch Monarch revival in doubt as funding runs out Bonza finds its wings with Australia’s infrequent fliers Prospective A380 start-up Global Airlines plans initial New York and Los Angeles routes


Ask host to enable sharing for playback control

Summer disruption, airport noise, sustainability and award winners

Graham and Lewis discuss the operational challenges being seen in Europe and North America, as ATC issues and airspace restrictions combine with weather events and other factors. They also consider the longer-term capacity challenges in the industry and the impact of sustainability concerns on airline growth plans. They then revisit this year's Airline Strategy Awards, highlighting some of the winning stories. Music credit: Tea K Pea “highabove”/Creative Commons READ MORE ON FLIGHTGLOBAL.COM: Airlines need to prepare for more extreme weather events Walsh claims France is ‘harming the environment’ by failing to address ATC strikes IAG cites Iberia lessons as BA and Aer Lingus battle operational challenges Why some airlines are relieved to be flying older aircraft Airlines ask Dutch Supreme Court to consider Schiphol noise judgement IATA opposes ban on night flights at Brussels airport Ryanair indicates 737 Max delivery delays could persist to mid-2024 IATA slams North American air traffic control chaos EasyJet blames ATC delays as it cancels 1,700 summer flights Why does United Airlines chief think competitors are ‘in denial’? United sees improvement in Newark as it cuts summer schedule: CEO Amid United Airlines’ operational meltdown, CEO apologises for private jet trip The Airline Strategy Awards 2023: winning stories


Ask host to enable sharing for playback control

Q1 earnings, Ryanair order, Go First woes, Joyce's Qantas legacy

Graham and Lewis discuss how European and North American carriers performed during the recent earnings season, which saw a degree of ‘normalisation’ and plenty of positivity about the summer, despite the slower recovery of corporate travel. They then consider the growing problems around aircraft maintenance delays, particularly in light of India’s Go First grounding its fleet. Next they discuss Ryanair’s bumper – and long-expected – order for Boeing 737 Max 10 jets, before looking at the legacy of departing Qantas chief executive Alan Joyce. Music credit: Tea K Pea “highabove”/Creative Commons IAG reports Q1 operating profit as leisure demand gives it summer confidence Lufthansa predicts ‘summer travel boom’ after loss-making Q1 US carriers see revenues surge, but challenges remain Corporate customers are back: United Airlines How strong is the corporate air travel recovery? Ryanair reaches 737 Max 10 deal covering up to 300 aircraft Ryanair settles for higher price to secure 737 Max 10 slots Third of Swiss Airbus A220s grounded as Lufthansa boss lists supply constraints India’s Go First suspends flights, blames P&W engine woes for insolvency protection filing Qantas CEO succession a fitting outcome after Joyce’s diversity focus Unpacking Alan Joyce’s Qantas legacy Qantas appoints finance chief as new CEO


Ask host to enable sharing for playback control

Consolidation challenges, Riyadh Air, C-suite gender diversity

Graham and Lewis talk through the growing list of consolidation moves within the global industry, discussing why deals take such a long time to get over the line. They then look back on Graham’s recent interview with Lufthansa Group chief executive Carsten Spohr and what he had to say about the Italian market, before considering the launch of Riyadh Air and a bumper widebody deal for Saudi carriers. Finally, Lewis talks through our latest survey of women in the C-suite, with data showing the number of female chief executives has shot up over the past 12 months. Music credit: Tea K Pea “highabove”/Creative Commons Airlines struggle to fast-track consolidation Significant rise in women leading airlines offsets falls elsewhere in C-suite Carsten Spohr on how Lufthansa is back on the front foot Saudi aircraft orders underscore home carrier ambitions Jazeera to create new Saudi low-cost airline Saudi government unveils new national airline Riyadh Air


Ask host to enable sharing for playback control

Do airline failures belie brighter outlook?

Graham and Lewis discuss the recent collapses of European carriers Flybe and Flyr, asking whether those developments belie a much brighter outlook for the industry in 2023. They also consider recent comments from United Airlines chief executive Scott Kirby about fundamental changes to the industry coming out of the pandemic, which he suggests could make growth plans undeliverable if peers fail to act. Expanding on Kirby’s comments, they further consider whether the industry is better prepared for the strong demand ahead as carriers and the wider sector gear up for the northern hemisphere summer. Music credit: Tea K Pea “highabove”/Creative Commons How significant are exits of Flybe and Flyr from Europe’s airline market? Investors see value in airlines as 2023 outlook improves Why does United Airlines chief think competitors are ‘in denial’? European airports hope for ‘boring’ summer after ramp-up disruptions


Ask host to enable sharing for playback control

Standout stories from 2022

Graham and Lewis discuss some of the most interesting developments in 2022, including KLM’s challenges, ITA Airways wrangling, Norwegian’s renaissance, JetBlue’s move for Spirit, Abra Group ambitions in Latin America, Air India’s transformation and consolidation, differing fortunes at domestic market-less Singapore Airlines and Cathay Pacific, and Saudi ambitions as it looks to launch new flag carrier. The Airline Business 38: tracking key data indicators from airlines around the world Legal action possible as Air France-KLM vows to fight Schiphol cap Airline CEO changes in 2022 dominated by appointment of women and upheaval in India ITA sees passenger revenues ahead of budget as Italy works on securing investor Air France-KLM eyes TAP, Transavia and territories for growth as ITA deadline nears Norwegian trialling expansion beyond Nordics with Riga base Norwegian saw historic-high unit revenue during profitable third quarter American and JetBlue expand alliance amid looming antitrust decision JetBlue-Spirit deal approved by Spirit shareholders Weathering storms: Avianca survives pandemic, bankruptcy and ‘painful’ changes Latin carriers re-emerge from crisis but with fresh uncertainties ahead How Abra Group could change balance of airline power in Latin America How enlarged Air India sets up two-horse race in Indian market Singapore Airlines agrees deal on Vistara merger with Air India SIA attributes strong results to early investment in capacity Cathay flags ‘substantial’ 2022 loss despite improving environment How far through recovery are Middle East airlines? Wizz Air helps to kick-start Saudi Arabia’s aviation powerhouse ambitions


Ask host to enable sharing for playback control

IATA profit hopes, Heathrow, Virgin, A380, United Airlines order and Air India

Graham and Lewis discuss IATA's recent forecast for 2023, which showed the industry tipping into profitable territory after a punishing few years. They also discuss airport charges following more developments at Heathrow, and consider Virgin Atlantic's growth plans. They then focus ot the A380's fortunes following Etihad's decision to bring some back into service, before discussing United Airlines' recent bumper aircraft order - and a potential order from Air India. Music credit: Tea K Pea "highabove"/Creative Commons IATA forecasts global airline industry will return to profit in 2023 Razor-thin airline industry profit projection for 2023 reflects complex web of factors Virgin chief prepped for ‘subdued’ 2023 but no sign yet of bookings impact United hands Boeing order for 100 787 Dreamliners and 100 737 Max Air India to lease six 777-300ERs, six A320neos amid ‘aggressive expansion’ Strong end to 2022 prompts Lufthansa Group to raise full-year profit forecast Virgin Atlantic livid as UK regulator details interim Heathrow price cap Etihad partially restoring A380 fleet for service on London route


Ask host to enable sharing for playback control

Record Q3 revenues, cargo concerns, ICAO deal and Latin latest

Graham and Lewis discuss a strong third-quarter results season for airlines in Europe and North America, as constrained capacity met surging demand. They also consider whether that momentum can continue into 2023 and look at developments in the air cargo sector. Then, following the recent ICAO agreement on a long-term aspirational goal for aviation, they examine the next steps for the airline industry on its journey to net-zero CO2. Finally, Graham talks about prospects for the Latin American airline sector after his recent trip to the ALTA Airline Leaders Forum in Buenos Aires. Music credit: Tea K Pea "highabove"/Creative Commons Why airline confidence is high despite headwinds Air France-KLM eyes TAP, Transavia and territories for growth as ITA deadline nears Air France-KLM operating profit tops €1bn in Q3 despite Schiphol challenges Lufthansa Group reports strong forward demand as Q3 profit exceeds €1bn Shortage of 787 cockpit windows reflects industry-wide supply constraints: Lufthansa chief Vueling heads IAG carrier capacity and profits return Delta tops record revenues in strong third quarter Relief and reality checks after ICAO aviation emissions deal Air transport bodies welcome ICAO resolution on net-zero goal Taxes, litigation, air rage and infrastructure weigh on Latin American carriers Does recession threaten Latin American airlines’ hard-won successes? Can Argentina’s aviation sector tap growth potential?


Ask host to enable sharing for playback control

Winter worries, Emirates-United tie-up, Frontier and Blue Air

Graham and Lewis discuss the transition from a positive summer period in terms of demand and - in some cases - profits to an uncertain winter, with a long list of challenges clouding the 2023 outlook. Jon Hemmerdinger then joins Graham to discuss the recent tie-up between United Airlines and Emirates, and Frontier Airlines' strategy after losing out on Spirit. Finally, Graham and Lewis consider some of the consolidation moves in markets in recent weeks, before discussing the grounding of flights at Romanian operator Blue Air. Music credit: Tea K Pea “highabove”/Creative Commons The two unusual phenomena faced by airlines as headwinds strengthen United and Emirates strike broad partnership that will ‘terrify’ competitors JetBlue-Spirit deal will leave Frontier like ‘Southwest in the late ’80s’: CEO Romania’s Blue Air delays service restart until 10 October Italian start-up ITA retreads familiar path with Air France-KLM link-up


Ask host to enable sharing for playback control

787 return, supply-chain impact and Farnborough thoughts

Graham and Lewis discuss the resumption of Boeing 787 deliveries and the impact of supply-chain issues on fleet planning. They also look back to July’s Farnborough air show, which saw Boeing dominate the order announcements as Airbus unveiled a string of commitments before and after the event. Music credit: Tea K Pea “highabove”/Creative Commons Boeing resumes 787 deliveries, handing aircraft to American Airlines Dreamliner deliveries resume but capacity constraints remain Airbus and Boeing delays add to ‘global supply bottleneck’: Lufthansa chief Boeing Max deals lead Farnborough air show order activity ‘We don’t need to make a lot of noise’: Scherer on Airbus at Farnborough~ Qatar orders 25 Boeing 737 Max 10, plus 25 options GE successfully tests high-power, high-voltage hybrid-electric engine at altitude Delta orders 100 Boeing 737 Max 10s as Farnborough opens Condor orders 41 Airbus A320neo-family jets China’s ‘big three’ airlines sign for 292 Airbus A320neos Malaysia Airlines picks A330neos for medium-haul fleet renewal Ethiopian Airlines converts four A350 orders to -1000 variant


Ask host to enable sharing for playback control

IATA AGM talking points and A380 return

Graham and Lewis consider the main talking points from the recent IATA AGM in Doha, at which the association outlined an improved economic outlook for the industry. At the same time as better news on Covid restrictions being dropped, however, executives also acknowledged a new set of headwinds. They also discuss the return of the Airbus A380 at some carriers, after questions were asked about its future during the pandemic. The superjumbo is returning to operations amid a stronger-than-expected recovery in demand and delays in other key widebody aircraft programmes. They also discuss a recent bumper aircraft order by Chinese carriers and the forthcoming Farnborough air show. Risks and uncertainties persist despite IATA’s brighter economic outlook Defiant Walsh says airline industry can handle coming headwinds IATA trims industry loss expectations for 2022 to $9.7bn New Pegasus chief hails tourism rebound and ‘game-changing’ A321neos Kenya Airways chief sees ‘very promising’ summer as demand picks up Break-even unlikely in 2022 amid cost pressures: Malaysia Airlines chief Emirates chief rates industry challenges 9/10 but sees demand resilience Cathay plans hiring spree as airline anticipates network ramp-up A380s return amid strong travel demand and aircraft delivery delays Emirates chief predicts ‘relief on both sides’ if 787 order parked China’s ‘big three’ airlines sign for 292 Airbus A320neos


Ask host to enable sharing for playback control

Disruption blame game and sustainability action plans

Graham and Lewis consider the blame game that is emerging as airlines and the wider air travel sector grapple with operational challenges. They also discuss the next sustainability steps for airlines – including sustainable aviation fuel (SAF) and offsetting – as the industry prepares to meet in Doha for this year's IATA AGM. Music credit: Tea K Pea "highabove"/Creative Commons IATA chief hits back at ‘idiot politicians’ who blame UK airlines for staff shortages EasyJet chief calls for ‘sober view’ of capacity limits at UK airports this summer Air France-KLM chief concerned over staff shortage spreading to Paris and 787 delays Airlines grapple with cancellations, queues and government gall Is hydrogen power the right path for aviation? Aviation will heavily rely on carbon credits to hit EU ‘Fit for 55’ emissions target The sustainability chiefs leading the airline industry’s net-zero charge