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AirInsight Group LLC @airinsight.com · 20/04/2026

After two years of strict oversight and production limits, the FAA lifted the 737 MAX production cap as of March 2026. This is the "green light" Boeing has been fighting for since the January 2024 Alaska Airlines incident. Boeing's CFO confirmed the company is now airinsight.com/?p=191013

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AirInsight Group LLC @airinsight.com · 20/04/2026

Thanks to strong relations with the US, it comes as no surprise that Israeli carrier El Al has opted to add more Boeing 787s to renew and expand its long-haul fleet. But a switch from the -9s to the larger 787-10 was not immediately anticipated, although it makes airinsight.com/?p=191001

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AirInsight Group LLC @airinsight.com · 20/04/2026

Boeing is managing two certification clocks simultaneously in 2026. One is running on schedule. The other is running out of runway. 777-9: April Is the Moment Boeing announced in February that the first flight of a production-standard 777-9 — specifically the airinsight.com/?p=190994

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AirInsight Group LLC @airinsight.com · 18/04/2026

American Airlines is not interested in a merger with United Airlines, it said in a statement late on Friday. It is the first response since rumours emerged earlier this week that United CEO Scott Kirby floated the idea of a merger with President Trump in a meeting airinsight.com/?p=190988

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AirInsight Group LLC @airinsight.com · 17/04/2026

Here's something we have not seen anywhere else. Click on the image to make it bigger if you need. The data tells two different stories depending on which event you're tracking. On production first flights, Boeing runs a seven-day operation. Saturday and Sunday airinsight.com/?p=190982

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AirInsight Group LLC @airinsight.com · 17/04/2026

We have been positive on Boeing for about a year now, after being negative for a long time - essentially the Calhoun-era. Today, we are pleased to provide more positive news on Boeing. After all, Boeing's recovery means a stable Duopoly. This leads to stable airinsight.com/?p=190977

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AirInsight Group LLC @airinsight.com · 17/04/2026

Spirit Airlines, which has been rumored to be nearing the end of its road amid rising jet fuel costs, posted another loss-making month, with the low-cost carrier continuing to bleed cash so far in 2026. On April 16, 2026, Spirit Airlines filed its February monthly airinsight.com/?p=190971

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AirInsight Group LLC @airinsight.com · 16/04/2026

The Iran conflict has pushed JetA prices to more than double their pre-war levels. For Lufthansa Group, that is the catalyst for doing now what it had planned to do later. On April 16, Lufthansa Group announced an accelerated package of fleet and capacity measures. airinsight.com/?p=190967

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AirInsight Group LLC @airinsight.com · 16/04/2026

Delta's Ed Bastian made a comment during the recent earnings call that caused a bit of a flutter: “The premium consumer is candidly immune or becoming more immune to the headlines and not delaying their investment in the experience economy, waiting to see what airinsight.com/?p=190961

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AirInsight Group LLC @airinsight.com · 16/04/2026

UK low-cost airline easyJet expects to report a £540 million to £560 million headline loss before tax for HY1 of its financial year 2026, which ended in March. The guidance, given today in a trading update, is higher than the £394 million headline loss reported airinsight.com/?p=190947

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AirInsight Group LLC @airinsight.com · 15/04/2026

Norse Atlantic has raised $110 million in gross proceeds through a rights issue to strengthen the airline’s financial position. At the same time, the Norwegian carrier has launched a strategic review that could result in a sale, merger, or partnership, it said on airinsight.com/?p=190461

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AirInsight Group LLC @airinsight.com · 15/04/2026

In response to the slowdown in outbound domestic traffic due to higher fuel prices and exchange rates, Korean Air is trying to attract extra inbound and transit traffic to Korea. The airline has also implemented cost reductions this month to offset escalations to airinsight.com/?p=190455

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AirInsight Group LLC @airinsight.com · 14/04/2026

With Boeing's March numbers published, we can now take a look at the 'official' numbers for the Duopoly. You can track the model shown here from our front page, at the top right. Page 1 of the model is interactive along the X axis - click on a year, and it opens airinsight.com/?p=190445

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AirInsight Group LLC @airinsight.com · 14/04/2026

Some media already call it the “honeymoon of the elephants”: United Airlines and American Airlines joining forces to become the biggest airline in the world. For now, this is just an unconfirmed rumor with plenty of (antitrust) obstacles and showstoppers until airinsight.com/?p=190425

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AirInsight Group LLC @airinsight.com · 14/04/2026

Qantas, amid continuing uncertainty due to the conflict in Iran, has provided an update to stakeholders, including its investors, on its FY26 capacity and unit revenue developments over the last months of the fiscal period. On April 14, 2026, Qantas provided an airinsight.com/?p=190421

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AirInsight Group LLC @airinsight.com · 12/04/2026

South African Airways CEO Professor John Lamola and three non-executive directors resigned on a Friday afternoon. If you know anything about corporate communications, you know what a Friday afternoon announcement means. Here we go again. South African Airways (SAA) airinsight.com/?p=190418

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AirInsight Group LLC @airinsight.com · 10/04/2026

The annual EBACE convention in Geneva has been cancelled this year due to a lack of interest by OEMs and potential business jet purchasers since the event eliminated the static display of airplanes. Or, as a colleague put it, why have a business jet convention if airinsight.com/?p=190412

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AirInsight Group LLC @airinsight.com · 10/04/2026

Reports that Air China, China Eastern, and China Southern are collectively expecting 33 C919s this year — a more than doubling of the 15 aircraft they received in 2025. But context matters enormously here. COMAC's own track record: Year Target Actual 2023 — 2 airinsight.com/?p=190396

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AirInsight Group LLC @airinsight.com · 10/04/2026

Dutch startup Elysian has revised the design of its all-electric E9X airliner. The aircraft now features fewer electromotors and an extended wing, which houses the battery packages. Elysian said in a media release on Friday that it has completed the Conceptual airinsight.com/?p=190393

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AirInsight Group LLC @airinsight.com · 10/04/2026

On Thursday, Turkish Airlines’ shareholders approved a sweeping management change that sees Chairman Ahmet Bolat replaced by Chief Financial Officer, Murat Seker. Chief Executive Officer Bilal Eksi has also stepped down and has been succeeded by Ahmet Olmustur. airinsight.com/?p=190383

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AirInsight Group LLC @airinsight.com · 10/04/2026

In a move that will hit Indian carriers hard, Dubai is to restrict the number of flights foreign airlines can operate to one per day into Dubai. The restriction will come into effect from April 20 and remain in place until the end of May. Federation of Indian airinsight.com/?p=190378

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AirInsight Group LLC @airinsight.com · 09/04/2026

Airbus released its monthly Orders & Deliveries report for March 2026. The company delivered 60 aircraft to 38 customers during the month and its backlog increased by 261 aircraft. Orders totaled 331 aircraft during the month, and with 60 deliveries and 10 order airinsight.com/?p=190365

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AirInsight Group LLC @airinsight.com · 08/04/2026

Delta Air Lines reported a net loss of $289 million for the first quarter of 2026, or ($0.44) per share. Revenues for the quarter were up 13% year-over-year at $15.9 billion, and $8.1 billion in total liquidity at quarter end. Operating income was %501 million with airinsight.com/?p=190359

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AirInsight Group LLC @airinsight.com · 07/04/2026

Airline earnings season is starting this week, and we expect a major impact from the Israeli-US war with Iran. While we don’t yet know whether Donald Trump will or will not “destroy a civilization” later tonight, we know that the war is having a major impact airinsight.com/?p=190326

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AirInsight Group LLC @airinsight.com · 07/04/2026

The Chief Executive Officer and Managing Director of Air India, Campbell Wilson, has resigned. He will, however, continue in office till a successor is decided on. Campbell was a nominee of Singapore Airlines, which has a minority stake in Air India. News of his airinsight.com/?p=190350

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AirInsight Group LLC @airinsight.com · 07/04/2026

AirAsia X has reaffirmed its commitment to launch operations from Bahrain and develop it as a hub between Asia and Europe. Despite uncertainties over the Iran conflict, the low-cost carrier reiterates that it will start a seasonal service on June 26 between Kuala airinsight.com/?p=190346

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AirInsight Group LLC @airinsight.com · 06/04/2026

Aircraft Engine Corporation of China (AECC) successfully completed the flight of a megawatt hydrogen turboprop engine. The aircraft, a 7.5-tonne unmanned cargo aircraft, was powered by the new AEP100 hydrogen-fueled turboprop and took off from an Airport in airinsight.com/?p=190324

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AirInsight Group LLC @airinsight.com · 06/04/2026

This is not a new crisis — it's a recurring one that has escalated to its most serious level yet. Here's the timeline that matters: April 2025: The Freeze After Trump imposed tariffs as high as 145% on Chinese goods, China retaliated with tariffs of up to 125% on airinsight.com/?p=190315

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AirInsight Group LLC @airinsight.com · 06/04/2026

Over 12,000 Indian flights to the Gulf and foreign carriers' flights to India have been canceled, showing the huge impact the ongoing conflict in the Gulf is having on Indian airlines' operations and foreign carriers' operations to India. Hindustan Times, a leading airinsight.com/?p=190310

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AirInsight Group LLC @airinsight.com · 02/04/2026

The race is on for TAP Air Portugal. Both Air France-KLM and Lufthansa Group have filed non-binding offers for a minority stake in the Portuguese national carrier, meeting the April 2 deadline set by the government. This starts an evaluation process at Parpublica, airinsight.com/?p=190302

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AirInsight Group LLC @airinsight.com · 02/04/2026

Icelandair is interested in acquiring a 49 percent stake in a still existing entity of Fly Play, the Icelandic low-cost carrier that went bankrupt in September. It is seeking a minority share in Malta-based Fly Play Europe, which has a valid Air Operator airinsight.com/?p=190297

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AirInsight Group LLC @airinsight.com · 01/04/2026

Lithuanian Avion Express has initiated a strategic redelivery of 15 aircraft in the European market, a move that signals a broader structural realignment within the ACMI (Aircraft, Crew, Maintenance, and Insurance) sector. This decision comes as European carriers airinsight.com/?p=190292

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AirInsight Group LLC @airinsight.com · 01/04/2026

We updated our Production and Delivery model this morning and looked for anything odd for 1Q26. And we found something! Turns out Airbus has an interesting anomaly, and it looks like it's related to engines on the A320 Family. The finding does not comport with airinsight.com/?p=190286

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AirInsight Group LLC @airinsight.com · 01/04/2026

Air Serbia has highlighted its 2025 year-end results, and while the Serbian flag carrier did not provide much detail, it noted that its revenues were once again above €700 million ($812 million). On March 31, 2026, Air Serbia unveiled its 2025 results, saying airinsight.com/?p=190283

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AirInsight Group LLC @airinsight.com · 31/03/2026

The deployment of the Amazon Leo low-Earth orbit (LEO) satellite network across Delta’s fleet is set to begin in 2028, with an initial phase involving 500 aircraft. According to a statement from Delta Air Lines, the system will provide internet access for airinsight.com/?p=190272

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AirInsight Group LLC @airinsight.com · 31/03/2026

The A321XLR has been in commercial service for over a year. The hype has settled. What remains is more interesting than the headlines suggested — and more nuanced than Airbus's order book implies. Iberia opened a new nonstop Madrid-Newark route today using its airinsight.com/?p=190262

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AirInsight Group LLC @airinsight.com · 31/03/2026

The next Chief Executive Officer of the Delhi-based low-cost airline IndiGo will be Willie Walsh, the current Director General (DG) of the International Air Transport Association (IATA). He is replacing Pieter Elbers. Walsh's name was cleared by the IndiGo board airinsight.com/?p=190249

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AirInsight Group LLC @airinsight.com · 31/03/2026

China Southern Airlines is the only one of the Big Three that has reported a net profit for 2025. Air China and China Eastern Airlines both reported full-year losses and have been unable to build on profitable third quarters. China Southern reported a net profit of airinsight.com/?p=190242

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AirInsight Group LLC @airinsight.com · 30/03/2026

The recent emergence of CRJ450 sparked a lot of industry chatter. The thinking among most industry analysts and observers is that the 50-seat regional jet is obsolete. Its economics don't work anymore, and that is why nobody makes them anymore. We along comes airinsight.com/?p=190239

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AirInsight Group LLC @airinsight.com · 30/03/2026

Air Canada has announced that its current President and Chief Executive Officer (CEO), Michael Rousseau, will retire by the end of September 2026, leaving the airline after more than five years at the helm. On March 30, 2026, Air Canada confirmed that Rousseau will airinsight.com/?p=190232

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AirInsight Group LLC @airinsight.com · 30/03/2026

UPDATE - ITA Airways, the successor to the loss-making Alitalia since 2021 and partly owned by the Lufthansa Group, reported its first net profit in its history in 2025 and its second year with positive EBIT. Yet there is work to do to bring ITA to sustainable, airinsight.com/?p=190225

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AirInsight Group LLC @airinsight.com · 30/03/2026

It's been a long ride: Six years late, $15 billion in charges, and more than two dozen airframes sitting at Paine Field. The Boeing 777-9 has tested the patience of every airline that ordered it. On March 17, the program crossed a threshold that makes 2027 entry airinsight.com/?p=190214

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AirInsight Group LLC @airinsight.com · 28/03/2026

African carrier Air Algérie has got its hands on early deliveries of ten Boeing MAX 8s from as early as this July, by taking over slots originally intended for Brazil’s GOL. The latest order, which was announced by Algeria’s APS press agency on Thursday night, airinsight.com/?p=190200

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AirInsight Group LLC @airinsight.com · 27/03/2026

The Mexican sky is no longer a theater of three-way competition; it has become the site of a massive structural consolidation. On March 25, 2026, the Extraordinary General Shareholders’ Meeting of Controladora Vuela Compañía de Aviación (Volaris) codified the airinsight.com/?p=190182

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AirInsight Group LLC @airinsight.com · 27/03/2026

For decades, Italian commercial aviation was a cautionary tale. Alitalia burned through billions in state subsidies, collapsed twice, and became synonymous with everything a national carrier shouldn't be. Its successor, ITA Airways, launched in 2021 with a smaller airinsight.com/?p=190171

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AirInsight Group LLC @airinsight.com · 26/03/2026

This is a multi-year miss of compounding proportions. In late 2023, Airbus CEO Guillaume Faury told AirInsight the A350 would reach 10 per month in 2026, up from 6, with 9 targeted by the end of 2025. Neither happened. The actual 2025 average was roughly 5 aircraft airinsight.com/?p=190141

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AirInsight Group LLC @airinsight.com · 26/03/2026

Airbus, the European aircraft manufacturing major, indicated that it may set up a final assembly line for its 50 percent-owned ATR regional aircraft, The Times of India (ToI), India’s largest English daily, reported on Thursday. This is the first time that the airinsight.com/?p=190134

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AirInsight Group LLC @airinsight.com · 25/03/2026

Ethiopian Airlines is committed to two Israel Aerospace Industries (IAI) 777-300ERSF freighters from AerCap that will be delivered in 2028. AerCap is a partner with IAI on the 777-300ER passenger to freight (P2F) conversion program. The aircraft will be delivered airinsight.com/?p=190064

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AirInsight Group LLC @airinsight.com · 25/03/2026

Wizz Air has begun phasing out its Airbus A321ceo aircraft, upgrading its fleet with higher-capacity, more fuel-efficient A321neos, and has already retired two A321ceo aircraft. In a statement on March 24, 2026, Wizz Air confirmed that it has begun “the gradual airinsight.com/?p=190123

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