Industry

Published on May 21st, 2020 | by Alan Dwyer

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Daily Aviation Brief – 21/05/2020

Acumen Aviation Newsletters:

China Aviation Industry Newsletter 18 Mayhttps://bit.ly/3bAVyAE

India Aviation Industry Newsletter 18 Mayhttps://bit.ly/2X2Kh6S

Irish Aircraft Leasing Newsletter 18 Mayhttps://bit.ly/2AyHCdu

Irish Commercial Aircraft Update 18 Mayhttps://bit.ly/3dSSBNp

North America Newsletter 18 Mayhttps://bit.ly/3cJhpHg

Aircraft Update:

OE-IOF Airbus A321-211 c/n 6114 Air Lease Corporation Registered 14/05/20 at Ljubljana ex C-FTXU.

OE-IOG Airbus A321-211 c/n 6548 Boltwhistle Ltd Ferried Toronto-Keflavík-Ljubljana 13-14/05/20 in Thomas Cook Airlines colours ex C-FTXZ.

Global Aviation News:

AEI to provide AerCaribe with B737-400SF Freighter Conversion
Read more: https://newsroom.aviator.aero/aei-to-provide-aercaribe-with-b737-400sf-freighter-conversion/

Alitalia to restart New York and Spain flights as Italy’s lockdown eases
Read more: https://www.thelocal.it/20200520/alitalia-to-restart-new-york-and-madrid-flights-as-lockdown-eases

Airlines Return To Europe Skies For Summer, 400% More Flights: What To Expect
Read more:  https://www.forbes.com/sites/tamarathiessen/2020/05/17/airlines-return-to-europe-skies-for-summer/#2d34260d5016

British Airways set to take delivery of first Boeing 787-10 this week 
Read more: https://thepointsguy.com/news/ba-first-787-10-delivery/

Condor will take off to the most beautiful holiday destinations at the beginning of the summer holiday season as of 25 June
Read more: https://newsroom.aviator.aero/condor-will-take-off-to-the-most-beautiful-holiday-destinations-at-the-beginning-of-the-summer-holiday-season-as-of-25-june/

Delta CEO: More summer flights seen as U.S. travel slowly rises
Read more: https://www.reuters.com/article/us-health-coronavirus-delta-air-idUSKBN22W1MS

Qatar Airways and American Airlines Strategic Partnership Begins with Domestic U.S. Codeshare
Read more: https://newsroom.aviator.aero/qatar-airways-and-american-airlines-strategic-partnership-begins-with-domestic-u-s-codeshare/

Red Wings instructed to acquire 60 Superjet 100s by 2024
Read more: http://www.rusaviainsider.com/red-wings-instructed-to-acquire-60-superjet-100s-by-2024/

“Right time” to acquire aircraft for Air Serbia 
Read more: https://www.exyuaviation.com/2020/05/right-time-to-acquire-aircraft-for-air.html

Vaccine hopes send airline and travel stocks soaring 
Read more: https://www.telegraph.co.uk/business/2020/05/18/vaccine-hopes-send-airline-travel-stocks-soaring/

Wizz Air to recover in one year, vs 2-3 for airline industry – Varadi
Read more: https://centreforaviation.com/analysis/reports/wizz-air-to-recover-in-one-year-vs-2-3-for-airline-industry—varadi-525092

Irish Aviation News:

Altavair Closes Sale and Leaseback of Six A321-200 Aircraft with Delta Air Lines
Read more: https://newsroom.aviator.aero/altavair-closes-sale-and-leaseback-of-six-a321-200-aircraft-with-delta-air-lines/

Knock Airport gives upbeat prediction for re-opening 
Read more: https://westernpeople.ie/2020/05/19/knock-airport-gives-upbeat-prediction-for-re-opening/

Ryanair Holdings plc 2020 Q4 – Results – Earnings Call Presentation
Read more: https://seekingalpha.com/article/4348395-ryanair-holdings-plc-2020-q4-results-earnings-call-presentation

Ryanair Holdings – Structural growth story to continue – Davy Research
Read more: https://www.davy.ie/research/public/article.htm?id=ST2_23840_1.xml.htm

Ryanair Holdings Plc (RYAAY) CEO Michael O’Leary on Q4 2020 Results – Earnings Call Transcript
Read more: https://seekingalpha.com/article/4348537-ryanair-holdings-plc-ryaay-ceo-michael-oleary-on-q4-2020-results-earnings-call-transcript

Ryanair Poised For July Return To Shannon Airport
Read more: http://www.clare.fm/news/coronavirus/ryanair-poised-july-return-shannon-airport/

Ryanair set to resume flying from Belfast International Airport on 1st July 
Read more: http://www.irishnews.com/business/2020/05/19/news/ryanair-set-to-resume-flying-from-belfast-on-july-1-1943445/

State’s Air Navigation Division Suffering Staff Shortages Two Years After Rescue 116 Crash, Review Finds
Read more: https://afloat.ie/safety/coastguard/item/46347-state-s-air-navigation-division-suffering-staff-shortages-two-years-after-rescue-116-crash-review-finds

Tweet Picks:

@e_russell American has also put “certain, older 737s” in long-term storage along with A330-200s, says president Isom. He told analysts two weeks ago that American could park/retire some 42 737-800s. $AAL.

@e_russell Avianca has reached agreements with Wells Fargo on modifying/ending leases for 5 aircraft (4 A320s and 1 787) outside of court, it says in a bankruptcy filing today.

@e_russell “Over the next couple years you may see different restructuring activities occurring but no” major US airline will go out of business, Delta CEO Ed Bastian rebukes Boeing CEO Calhoun.

@e_russell “We want to be cautious to not over analyze and over conclude on this data,” says Delta CFO Jacobson on the slight uptick in demand the airline is seeing. Expects demand to “bounce around a little bit” before full recovery. $DAL

@airkarp Andrew Nocella, @united CCO, speaking on Wolfe webinar: ‘I don’t think this technology [webinars, Zoom, etc.] replaces business travel. I think that’s one of the lessons we’ve learned over the last 8 weeks.’

Video Picks:

Air Lease CEO John Plueger on the state of the airline industry 
https://youtu.be/CD62IUYmu1k

CNBC’s full interview with new United Airlines CEO Scott Kirby
https://youtu.be/z9hQEupYGQM

Leadership Live With David Rubenstein: United Airlines CEO Oscar Munoz 
https://youtu.be/A8QdMU5-Ny0

Michael O’Leary on CNBC Airline bailouts distorting competition
https://youtu.be/iGkXM1BA4w4

United Airlines sees moderate increase in demand after 95% drop in April
https://youtu.be/Gfjz5fu0gf4

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