​​​​​​​​​​​​​​​​​​​​​​​These pages provide analysis of economic and policy developments affecting the financial performance of the global airline industry.​​​​​​​​​​

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64 reports found

30.10.2020

Is cash break-even “even” possible in 2021

Even with the traffic recovery in 2021, airlines may not be able to decrease unit costs enough to meet falling unit revenues.

  • COVID-19
  • Chart of the Week
27.10.2020

Can costs be downsized to make the industry cash positive

Update on cash burn and how airlines can decrease costs

  • COVID-19
  • Market & Industry Issues
  • Shocks
23.10.2020

Downsizing costs will be a priority in the era of curtailed demand

Cargo revenues do not offset the lack of passenger traffic, so airlines must continue downsizing costs

  • COVID-19
  • Chart of the Week
16.10.2020

What do the new GDP and trade forecasts suggest for air cargo

Updated trade forecasts highlight the risk that the rebound in air cargo in 2021 might be slower than expected

  • COVID-19
  • Chart of the Week
09.10.2020

Airline industry will continue to burn through cash until 2022

With unavoidable costs and a weak recovery in passenger demand, airlines will burn through cash until 2022

  • COVID-19
  • Chart of the Week
06.10.2020

Outlook for airlines' cash burn

Presentation about the recent and future developments on airlines' available cash.

  • COVID-19
  • Market & Industry Issues
  • Shocks
02.10.2020

Air cargo traffic not keeping up with export orders

With the inventory-to-sales ratio having returned to pre-crisis values, restocking may not provide the usual boost to air cargo.

  • COVID-19
  • Chart of the Week
29.09.2020

Downgrade for global air travel outlook

Presentation about the developments and drivers of air transport as of August.

  • COVID-19
  • Market & Industry Issues
  • Shocks
25.09.2020

Forward bookings point to a challenging winter quarter

From comparable points in time, forward bookings appear weaker for Q4 than for Q3.

  • COVID-19
  • Chart of the Week
18.09.2020

Cash may run out for some airlines during tough winter season

Most airlines' cash balances would not last long if the rate of cash burn seen in Q2 persists.

  • COVID-19
  • Chart of the Week
11.09.2020

Cargo capacity shortage driving trade lane differences

The large difference in cargo volumes across trade lanes is driven by trade patterns and capacity constraints

  • COVID-19
  • Chart of the Week
09.09.2020

Air cargo markets July update

Presentation about the latest trends and drivers of air cargo markets

  • COVID-19
  • Market & Industry Issues
  • Shocks
04.09.2020

Economy passengers moving into business class

Comparing fares and demand across cabin class shows travellers are moving into business class

  • COVID-19
  • Chart of the Week
01.09.2020

Slow expansion of air travel in July

Presentation about latest developments in air travel demand.

  • COVID-19
  • Market & Industry Issues
  • Shocks
28.08.2020

Airline shares fail to recover with global equity markets

We show that while the overall equity markets have recently fully recovered, airline share prices have barely risen from the low point in March.

  • COVID-19
  • Chart of the Week