Post-pandemic realities: How are top airlines responding to these trends?

https://www.treacyandco.com/wp-content/uploads/2022/06/220628-Airline-Food-and-Beverage-Trends-vSend.pdf

Airfreight State of the Industry

https://www.dhl.com/content/dam/dhl/global/dhl-global-forwarding/documents/pdf/glo-dgf-air-market-update.pdf

How are top airlines responding to these trends?

https://www.treacyandco.com/wp-content/uploads/2022/06/220628-Airline-Food-and-Beverage-Trends-vSend.pdf

Post-pandemic realities of the airline industry

https://www.treacyandco.com/wp-content/uploads/2022/06/220628-Airline-Food-and-Beverage-Trends-vSend.pdf

Travel plans for 2022 and long-term forecast

https://datalove.tirol/DownloadHandler?iid=323&fid=474

Asia Air-travel Market

https://www.iata.org/en/iata-repository/publications/economic-reports/regional-briefing---asia-pacific---january-2022/

Year 2022 outlook: International and domestic passenger traffic

https://www.icao.int/sustainability/Documents/Covid-19/ICAO_coronavirus_Econ_Impact.pdf

sustainable air travel will be the biggest challenge over the next 20 years

https://web-assets.bcg.com/0e/5c/ea99aabe4910ab0611796b6099c7/brighter-future-for-airports-211129.pdf

Larger companies more pessimistic on travel return

https://asianaviation.com/wp-content/uploads/AIRLINES_20211105_0000.pdf

Aircraft trends

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

Jet aircraft deliveries made & scheduled

https://www.iata.org/en/iata-repository/publications/economic-reports/regional-briefing---americas---november-2021/

Future Deliveries Due by Global Region

https://advisor.morganstanley.com/the-silva-group/documents/field/s/si/silva-group/Liwag_FlybyOct12021.pdf

COVID-19 is the biggest and longest shock to hit aviation

https://www.iata.org/en/iata-repository/publications/economic-reports/airline-industry-economic-performance---october-2021---presentation/

Vertical: 5 People Aircraft Economics

https://vertical-aerospace.com/wp-content/uploads/2021/07/Vertical_Investor-Deck_090721.pdf

Covid-19 variants are new source of uncertainty

https://www.iata.org/en/iata-repository/pressroom/presentations/latest-travel-trends-at-global-media-days-july-2021/

Inbound tourism in Italy will not recover until 2025

https://www.mckinsey.de/~/media/mckinsey/locations/europe%20and%20middle%20east/deutschland/news/presse/2021/2021-07-01%20tourismus%20recovery/mckinsey%20-%20europe%20travel%20recovery%20data.pdf

As of spring 2021, US occupancy has reached ~65% of pre-COVID levels

https://hglwvd.info/~/media/mckinsey/industries/travel%20logistics%20and%20infrastructure/our%20insights/the%20path%20to%20recovery%20for%20us%20hospitality/us-hospitality-recovery?shouldIndex=false

737 MAX Tracking

https://advisor.morganstanley.com/the-navigation-group/documents/field/n/na/navigation-group/MSNA20210517471756.pdf

Demand shocks do not usually have long-lasting impacts

https://www.iata.org/en/iata-repository/publications/economic-reports/an-almost-full-recovery-of-air-travel-in-prospect/

Travel & Tourism websites globally lost ~40% of their traffic in 2020

https://webunwto.s3.eu-west-1.amazonaws.com/s3fs-public/2021-02/Google_PPT.pdf?Cx6LxyPVO6j5rgvwukZf5qy8ixbw.G8y

Step Change Beyond Existing Helicopter Technology

https://d1io3yog0oux5.cloudfront.net/_dcbc6a0f9bffdc1c066caee0280e043f/reinventtechnologypartnersa/db/1153/10255/presentation/Commercializing+Aerial+Ridesharing+-+Joby+and+Reinvent+-+02.24.2021.pdf

We Are Unlikely to See a Return to 2019 Passenger Volumes Before 2023-2024

https://www.airlines.org/wp-content/uploads/2020/03/A4A-COVID-Impact-Updates-57.pdf

2020 Lodging Primer

https://www.newmoney.gr/wp-content/uploads/2021/01/GS-Hotels-Primer.pdf

2020 Aircraft Deliveries may drop almost 50 Percent

https://www.oliverwyman.com/content/dam/oliver-wyman/v2/publications/2020/sep/mro-asia-pacific-virtual.pdf

Progressive decline in number of completely closed destinations

https://webunwto.s3.eu-west-1.amazonaws.com/s3fs-public/2020-12/2020_Year_in_Review_0.pdf

The Urban Air Mobility Opportunity

https://www.houstontx.gov/council/committees/econdev/20201119/Future-of-Aviation.pdf

International Global Airfreight - Annual Growth

https://www.atlasairworldwide.com/wp-content/uploads/2020/11/AAWW-November-2020-Investor-Slides-11-10-20.pdf

Travel tends to correlate with GDP

https://www.thebta.org.uk/mint-project/uploads/374291921.pdf

Traffic and Capacity Forecasts vs. 2019 Levels

https://f.datasrvr.com/fr1/720/69508/Global__Future_of_Energy_Demand_Series__Outlook_for_Air_Travel_-_Cautiou....pdf

Travel bubbles may open up between 'zero' countries

https://www.webintravel.com/WITFiles/Steve%20Saxon_Asia%20recovery_2020-10-29.pdf

The tourism sector is one of the hardest hit by the COVID-19 outbreak...

https://www.sensorflow.co/wp-content/uploads/2020/11/Dr-Martin-Berlin_Middle-East-Region_Hospitality-and-Tourisms-Current-State-of-Recovery-Across-the-World.pdf

Travel market recovery dimensions

https://www.thebta.org.uk/mint-project/uploads/374291921.pdf

Pax volumes not expected to recover until 2024 in the Middle East

https://www.iata.org/contentassets/6ef2136b477e4811938f005861a2a359/2020-10-21-ame-presentation-en.pdf

By year-end RPKs only 1/3 of normal levels and yields down sharply

https://www.aviacionline.com/wp-content/uploads/2020/10/presentacion-IATA-06OCT2020-outlook-for-airlines-cash-burn.pdf

Impact of COVID-19 on Hotel Performances in the World, Europe and Turkey

https://assets.ey.com/content/dam/ey-sites/ey-com/tr_tr/pdf/2020/10/ey-turkiye-tourism-market-overview-2020.pdf

 

Delta Air Lines Preview - What to Watch: Cash burn, future fleet plans, and cost savings initiatives

http://www.casselsalpeter.com/wp-content/uploads/2020/10/CS-2020-Q3-Aviation-Update-10.21.2020.pdf

Air travel forecast downgraded for rest of this year

https://www.sipotra.it/wp-content/uploads/2020/10/COVID-19-Downgrade-for-global-air-travel-outlook.pdf

Airlines: Activity Tracker

https://www.tripbam.com/Portals/0/Users/153/13/15513/MSEU20200918267528.pdf

The Travel Industry Continues to Be Severely Hobbled by COVID-19

https://web-assets.bcg.com/00/18/feadeb2b4a8fab2d90680efa3f9f/2020-08-24-august-covid-exhibits-rev.pdf

When the crisis is over, people will first return to work or go out to dinner, versus travel

https://gacvb.memberclicks.net/assets/docs/COVID/Google%20%2B%20Madden%20Recovery%20Insights.pdf

How large is the hospitality business?

https://www.aises.org/documents/Webinars/Intel-Hospitality-AIESE-Webinar-2020.pdf

COVID-19 how bad has 2020 been?

https://assets.ctfassets.net/iiofmmmo9r0u/1NmzZopbqF0ON6aYa6S3jb/3a75d0fd41af748c70a3db189fb2138d/Skytra_Webinar_COVID19_IMPACT.PDF

Vaccine Timeline

https://www.goldmansachs.com/insights/talks-at-gs/04-15-2020-an-update-on-covid-19-therapies-and-vaccines-f/presentation.pdf

A New World for Airports, after COVID-19

https://www.moodiedavittreport.com/wp-content/uploads/2020/04/Airports-Covid-POV1.pdf

Executive summary: COVID-19 impact on travel

https://www.aoa.org.uk/wp-content/uploads/2020/04/McKinsey-COVID-19-Impact-on-Air-Travel.pdf

IATA Economics using data from DDS

https://www.iata.org/en/iata-repository/publications/economic-reports/coronavirus-updated-impact-assessment/

Aviation Investment Banking

http://www.casselsalpeter.com/wp-content/uploads/2020/02/CS-2019-Q4-Aviation-Update-vF-1.pdf

 

domestic + international China passenger numbers down around 60%

https://www.iata.org/en/iata-repository/publications/economic-reports/coronavirus-initial-impact-assessment/

Strongest air travel growth in emerging markets

https://www.iata.org/en/iata-repository/publications/economic-reports/airline-industry-economic-performance-december-2019---presentation/

BOEING'S DAMAGING DRIP, DRIP, DRIP.

http://www.casselsalpeter.com/wp-content/uploads/2019/11/CS-2019-Q3-Aviation-Update-11.6.2019.pdf