Daily Aviation Brief – 31/08/2023

Acumen Aviation Newsletters:

China Aviation Industry Newsletterhttps://bit.ly/3PeLunO

India Aviation Industry Newsletterhttps://bit.ly/45O6bwk

Irish Aircraft Leasing Newsletterhttps://bit.ly/47O1ggN

Irish Commercial Aircraft Updatehttps://bit.ly/3QXSSpc

North American Aviation Newsletterhttps://bit.ly/3QXmH9l

Irish Aviation Research Institute Blog Posts:

Aer Lingus new A321LR service from Shannon to Paris CDGhttps://bit.ly/3Jv5Gii

Aer Lingus Regional carries 10,000th passenger from Liverpoolhttps://bit.ly/44Svddk

Emirates reveals top long-haul cities for Irish holidaymakershttps://bit.ly/3WQQUYg

Aircraft Update:

EI-HIA CRJ1000 c/n 19006 Cityjet Ferried Maastricht-Munich 23/08/23 on wet-lease to Lufthansa.

F-WTAL Airbus A350-941 c/n 153 AerCap Ferried Lourdes-Abu Dhabi 25/08/23.

N851SY Boeing 737-8K5 c/n 37256 Sun Country Airlines Delivered Mojave-Jacksonville 23/08/23 ex G-TAWR.

Global Aviation News:

JetBlue Airways (JBLU) Q2 2023 Earnings Call Transcript
Read more: https://www.fool.com/earnings/call-transcripts/2023/08/01/jetblue-airways-jblu-q2-2023-earnings-call-transcr/

Major transformation plans for Oman Air
Read more: https://www.traveldailymedia.com/major-transformation-plans-for-oman-air/

Research Shows The Pointlessness And Cost Of COVID Travel Restrictions
Read more: https://aviationweek.com/air-transport/safety-ops-regulation/research-shows-pointlessness-cost-covid-travel-restrictions

Running an airline at the edge of the world: Jacob Nitter Sørensen, CEO Air Greenland
Read more: https://www.aerotime.aero/articles/interview-air-greenland-ceo

SKY express: Extend flight schedule to three Strategic European airports
Read more: https://newsroom.aviator.aero/sky-express-extend-flight-schedule-to-three-strategic-european-airports/

Spirit AeroSystems 737 Aft Bulkhead Statement
Read more: https://www.prnewswire.com/news-releases/spirit-aerosystems-737-aft-bulkhead-statement-301908614.html

Statement from U.S. Secretary of Commerce Gina Raimondo on Chinese Group Travel Designation
Read more: https://www.commerce.gov/news/press-releases/2023/08/statement-us-secretary-commerce-gina-raimondo-chinese-group-travel

Turkish Airlines is soaring across the Atlantic
Read more: https://weekly.visualapproach.io/p/turkish-airlines-soaring-across-atlantic

United States, Mongolia Sign Open-Skies Agreement and Transportation Memorandum
Read more: https://www.transportation.gov/briefing-room/united-states-mongolia-sign-open-skies-agreement-and-transportation-memorandum

Irish Aviation News:

Delta To Rival Aer Lingus On Minneapolis-Dublin
Read more: https://aviationweek.com/air-transport/airports-networks/delta-rival-aer-lingus-minneapolis-dublin

Flynn O’Driscoll act on the sale of Rainmaker to Skymetrix
Read more: https://www.fod.ie/news/flynn-odriscoll-act-on-the-sale-of-rainmaker-to-skymetrix

Griffin Global Asset Management Announces the Delivery of a Third Airbus A320neo to JetSMART Airlines
Read more: https://newsroom.aviator.aero/griffin-global-asset-management-announces-the-delivery-of-a-third-airbus-a320neo-to-jetsmart-airlines/

Our politicians in Northern Ireland have ceded international flights to Dublin Airport
Read more: https://www.newsletter.co.uk/news/opinion/letters/letter-our-politicians-in-northern-ireland-have-ceded-international-flights-to-dublin-airport-4252863

Promising horizons: tourism from the United States looks poised for growth in 2024 and beyond
Read more: https://www.tourismireland.com/news-and-press-releases/press-releases/article/promising-horizons-tourism-from-the-united-states-looks-poised-for-growth-in-2024-and-beyond

Ryanair announces 150 cabin crews jobs for Ireland for Ireland 
Read more: https://corporate.ryanair.com/news/ryanair-announces-150-cabin-crew-jobs-for-ireland/?market=ie

The Sky’s the Limit for Local Irish Businesses in Shannon Duty Free’s new Curated space
Read more: https://www.shannonairport.ie/passengers/news-media/latest-news/2023/the-sky%e2%80%99s-the-limit-for-local-irish-businesses-in/

Tweet Picks:

@jonostrower Surf Air has shared extensive details on its ops & future plans, exposing many investors to the concept of RAM for the first time, along with the pieces (many of which don’t yet exist) that will need to fall into place to make it work.

@miller22 Since 2019, few airlines have increased service across the Atlantic, and none have increased as much as Turkish Airlines.

@winglets747 Waning domestic US travel demand: are people just getting tired of travelling? Work from home and flexible arrangements unleashed demand. Many still have flexibility and high disposable income. But after a while at the all you can eat buffet, you slow down.

@winglets747 Wizz Air v Ryanair backlog Wizz Air: 356 Airbus A320neo family through at least 2029 (281 A320neo from previous announcements and 75 A321neo from today’s announcement). Ryanair: 241 Boeing 737 MAX through 2033 (91 from previous order and 150 from 2023 deal, excludes 150 options).

@winglets747 Perspective changes significantly if you expect Ryanair to convert all its 150 options. But note Ryanair likely has a further out delivery window. And need to consider replacement v growth, Wizz allocating frames outside of Europe (ie Abu Dhabi), etc.

Video Picks:

Choice Hotels SVP on the outlook for summer travel demand
https://youtu.be/IVL_P2z092o?feature=shared

Fmr. United Airlines CEO Oscar Munoz on travel demand, pilot wage negotiations, airline near misses
https://youtu.be/C_tHZoR9RSQ?feature=shared

Future Flying: In Conversation With Mohamed Rafi Mar, Singapore Airlines GM, UK & Ireland
https://youtu.be/tr2UxiydeJE?feature=shared

India’s Tourism Market: A Trillion Dollar Opportunity 
https://youtu.be/oMDS9–uoo4?feature=shared

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