Blog

Farnborough 2026: the airshow where nobody wanted to sell you a plane
Once every two years the aviation world gathers to buy jets by the hundred. This year Boeing and Airbus mostly said no — not because demand is weak, but because they're sold out for years. The scarce thing at the airshow wasn't a customer. It was a delivery slot.
Read the article →
The airport king wants wings: is Adani about to launch an airline?
Adani runs eight of India's airports — and reportedly asked the government to scrap the one rule stopping it from owning an airline. Then it called the whole idea 'baseless.' Here's what's really going on, and why an airport empire might want a plane.

The unit economics of an airline: what equity researchers model — and where the number comes from
Airline stocks turn on unit revenue and unit cost — RASM and CASM per available seat mile. In 2026, carriers are posting double-digit RASM growth on ~1% more capacity. The denominator under every one of those metrics is the schedule.

The oldest fleet in history: why aircraft won't retire — and where the value goes instead
While Farnborough fills with orders for jets that arrive in the 2030s, the global fleet has quietly aged to a record ~15 years. Retirements are deferred, the installed base is where the money is, and the schedule is where an aging fleet is won or lost.

The 2026 fuel shock: airline profits halve, and the schedule becomes the margin defense
IATA now sees 2026 industry net profit at $23B — roughly half of last year — as jet fuel jumps from $90 to $152 a barrel. Demand is still strong and carriers are beating estimates. For investors, the gap between the two is the whole story.

Norwegian wore British Airways' logo for a day — and lost a very public bet
Two airlines, one World Cup quarter-final, and a wager settled with a 24-hour logo swap. The story behind aviation's most-shared marketing moment of 2026.

The constraint that isn't in the file: Europe's ATC summer
A schedule can be perfectly valid on paper and still not fly on time. Europe's 2026 summer — record traffic against airspace and staffing limits — is a reminder that operational feasibility lives outside the SSIM file.

Farnborough 2026: the order wave — and the schedule that has to absorb it
The Farnborough International Airshow (20–24 July 2026) will book billions in new aircraft orders. Those orders land on a backlog already stretching a decade — which means the real work happens later, in the schedule.

Why Airlines Overbook Flights — And What You're Owed If You're Bumped
Selling more seats than a plane holds sounds reckless. It's actually careful math — plus a set of passenger-protection rules worth knowing before you fly.

Softer demand, fuller planes: reading IATA's mid-2026 numbers
In May 2026 global air travel demand actually fell year-on-year — yet load factors hit a record for the month. That apparent contradiction says a lot about how tight, and how regional, the 2026 network has become.























































