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January setback for air travel but cargo regains pre-crisis level
Recent data highlights the contrast between air passenger and cargo markets
- COVID-19
- Chart of the Week
Cash burn now likely to continue through 2021
We present three different cash burn scenarios for 2021.
- COVID-19
- Chart of the Week
Loss of air cargo connectivity threatens key flower exporters
This note highlights the importance of maintaining air connectivity for cargo shipments.
- COVID-19
- Chart of the Week
Air travel revenue boost from Chinese New Year may be absent
COVID control measures mean that air travel in China domestic during CNY may be lower than usual.
- COVID-19
- Chart of the Week
New Covid variants pose a risk to air travel recovery
An alternative scenario for the expected recovery profile of RPKs in 2021
- COVID-19
- Chart of the Week
Travel restrictions rise amidst new COVID variants
Further travel restrictions will weaken passenger demand in the first quarter.
- COVID-19
- Chart of the Week
Airline shares becalmed following vaccine rally
The chart compares airline shares performance over the past year with wider equity markets.
- COVID-19
- Chart of the Week
Near-term outlook remains challenging despite vaccine progress
Bookings for Q1 have deteriorated compared to Q4, suggesting weak short term outlook
- COVID-19
- Chart of the Week
Passenger bookings point to a difficult start for 2021
Recovery in air travel has been stalling amidst rising COVID-19 cases.
- COVID-19
- Chart of the Week
Santa Claus provides a competitive alternative to air and ocean trade
Santa's sleighs may provide support to gift transport, but there are risks...
- COVID-19
- Chart of the Week