Search found 68 matches

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by dmorbust
Mon Jul 30, 2018 7:17 pm
Forum: Civil Aviation
Topic: Delta to serve Mumbai nonstop in 2019
Replies: 490
Views: 51191

Re: Delta to serve Mumbai nonstop in 2019

https://news.delta.com/delta-ceo-ed-bas ... fuel-taxes

Watch if they announce ATL-BOM soon as a result.
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Looks like DL got the jet fuel tax relief they wanted that should save them ~$40 million per year: https://news.delta.com/delta-ceo-ed-bas ... fuel-taxes

Watch if they announce ATL-BOM soon as a result.

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by dmorbust
Mon Oct 02, 2017 6:19 pm
Forum: Civil Aviation
Topic: Delta Air Lines PA Refinery Pays Off
Replies: 27
Views: 7498

Re: Delta Air Lines PA Refinery Pays Off

Time...............P/(L) ($M).....Gals (M).....Breakeven ($/bbl) Acquisition......($250) 2012 Q4..........$63....................894...............$11.13 2013...............($116)...............3,828..........$4.56 2014...............$96 ....................3,893..........$2.20 2015...............$...

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by dmorbust
Thu Sep 07, 2017 4:56 pm
Forum: Civil Aviation
Topic: DL add IND-CDG
Replies: 223
Views: 24795

Re: DL add IND-CDG

I was surprised DL hasn't added MSY-CDG first But you are correct in one respect Delta would be playing third fiddles because DE and BA are far better options than Delta can offer as far as inflight service goes. DE far better inflight service than DL? Angled business class seats in 2-2-2 (no direc...

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by dmorbust
Wed Sep 06, 2017 7:37 pm
Forum: Civil Aviation
Topic: DL add IND-CDG
Replies: 223
Views: 24795

Re: DL add IND-CDG

I was surprised DL hasn't added MSY-CDG first, but then I saw that incentive package...$$$ talks

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by dmorbust
Wed Sep 06, 2017 7:15 pm
Forum: Civil Aviation
Topic: DL add IND-CDG
Replies: 223
Views: 24795

Re: DL add IND-CDG

Midwestindy wrote:
DL has built up quite a bit of p2p flying out of IND, CUN/MIA/RSW/MCO/RDU/CDG hopefully SEA is next...


I would bet DL adds SEA-IND soon enough.

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by dmorbust
Tue Sep 05, 2017 2:07 am
Forum: Civil Aviation
Topic: WOW Air founder considers sale; strategic partnerships
Replies: 28
Views: 5213

Re: WOW Air founder considers sale; strategic partnerships

Other than the recent investment in VS via AF/KLM with a 49% ownership by Delta which airlines are they buying 'left and right'? How about....10% of AF/KLM, 49% of Aeromexico, 3.2% of China Eastern, and 9.5% of Gol Linhas...that enough for you? Also just for the record, DL owns 49% of VS out right ...

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by dmorbust
Wed Aug 09, 2017 10:53 pm
Forum: Civil Aviation
Topic: DL outlines A350 routes
Replies: 209
Views: 57601

Re: DL A350 inaugural flight will be DTW-NRT

I'm a bit confused, because DL have also publicly said during an earnings call that the DL A350 would be unable to serve LAXSYD, which stands at 7471. While I'm not sure how much credibility I should put into it, the Aviator Joe aircraft comparison tool pegs the 359 at 7749. Please tell me which ea...

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by dmorbust
Wed Aug 09, 2017 6:29 pm
Forum: Civil Aviation
Topic: DL outlines A350 routes
Replies: 209
Views: 57601

Re: DL A350 inaugural flight will be DTW-NRT

Does the a350 have the legs to fly JFK east Asia? yes. Delta spec says 8000 statute miles. Seems conservative vs Airbus specs. I'm a bit confused, because DL have also publicly said during an earnings call that the DL A350 would be unable to serve LAXSYD, which stands at 7471. While I'm not sure ho...

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by dmorbust
Mon Jul 31, 2017 11:36 pm
Forum: Civil Aviation
Topic: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU
Replies: 180
Views: 22317

Re: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU

Makes me wonder where KE's place is in all this and with Skyteam....I thought relations were getting better between DL and KE? In addition to FromCDGtoSYD's comments, KE and DL are quickly moving forward with a long overdue TPAC partnership to put them on equal footng with UA-NH-OZ and AA-JL. DL is...

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by dmorbust
Fri Jul 28, 2017 7:02 pm
Forum: Civil Aviation
Topic: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU
Replies: 180
Views: 22317

Re: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU

Also, I don't think DL owns 49% of AM yet, but it will before the end of the year. Delta informed Aeromexico three days ago that they intend to exercise their options to get to 49%, so it is only a matter of time: https://aeromexico.com/cms/sites/default/files/Relevant_Event_ENG_0.pdf This article ...

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by dmorbust
Thu Jul 27, 2017 7:54 pm
Forum: Civil Aviation
Topic: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU
Replies: 180
Views: 22317

Re: AirFrance/KLM buys significant stake in VS and extends partnership with DL/MU

I have a feeling a part of this has to do with tax avoidance on DL's behalf. DL hinted at their 2015 Investor Day that a significant part of their JV revenues could be domiciled in the lower rate Netherlands since they have an office there which controls Atlantic JV pricing and planning. Now their f...

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by dmorbust
Mon Jun 26, 2017 1:49 pm
Forum: Civil Aviation
Topic: Avianca to offer on board wi-fi
Replies: 4
Views: 743

Re: Avianca, first Latin American airline to offer on board wi-fi

Off the top of my head I can think of both Gol Linhas and Aeromexico already having wifi on-board some aircraft. Mods, please change the title to say "first Latin American airline to select GX Aviation for wifi".

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by dmorbust
Sun Jun 25, 2017 11:19 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 609
Views: 72375

Re: Delta and Korean sign JVA

It would be difficult to make LAX anything approaching Miami for South American travel, simply because travel times (i.e., distance) between LAX and any South American city would be almost twice the length of travel from MIA; even JFK is closer than LAX from South America's capitals. Most people do...

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by dmorbust
Sun Jun 25, 2017 4:16 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 609
Views: 72375

Re: Delta and Korean sign JVA

As noted above, DL will also grow LAX to Latin America because it is a huge local market; connections including to/from Asia will happen because routes that support two large local markets (LAX to both Latin America and Asia) can fit together to create connections. KE wants to serve more of Latin A...

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by dmorbust
Sat Jun 24, 2017 5:13 pm
Forum: Civil Aviation
Topic: Delta Ending PHL-LHR on March 23, 2018
Replies: 142
Views: 21067

Re: Delta Ending PHL-LHR on March 23, 2018

Not surprised in the least. As others have said, this route was operated solely as a means of acquiring another LHR slot (until it reverts back to BA/AA). But I still want to know the following: Do we have a source for either of those things - the PHL-LHR slot pair only having to be operated six se...

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by dmorbust
Fri Mar 31, 2017 1:39 pm
Forum: Civil Aviation
Topic: Avianca to align with United?
Replies: 82
Views: 12951

Re: Avianca to align with United?

April 6th is going to be interesting: Kingsland has since maintained that the alliance is a "a self-serving deal with United Airlines under which hundreds of millions of dollars from the US carrier will flow directly to Synergy Aerospace." Specifically, Synergy Aerospace and its owner Germ...

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by dmorbust
Fri Mar 31, 2017 3:11 am
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 609
Views: 72375

Re: Delta and Korean sign JVA

What are the prospects for a return of Icn/Lax/Gru as a joint venture? There is now feed at 3 hubs when you factor in GOL. Not sure but I'd bet not unless LAX-GRU is profitable on its own. I'd think DL and their 49% stake in AM would rather make those connections work at MEX. Visa free connections ...

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by dmorbust
Thu Mar 30, 2017 8:45 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 609
Views: 72375

Re: Delta and Korean sign JVA

@commavia. We agree to disagree on NRT/beach markets. There's a reason the beach markets are excluded from the JV... DL does not need KE's help and does not want to share a very well established O&D market. Were I DL, I would let KE fly its A380s ICN/ATL to free up DL metal, e.g., ATL/KIX. How ...

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by dmorbust
Wed Mar 29, 2017 4:52 pm
Forum: Civil Aviation
Topic: Hainan vs. OneWorld
Replies: 54
Views: 9928

Re: Hainan vs. OneWorld

How does the reported interest of AA taking a stake in China Southern effect HU joining Oneworld? In my opinion, no change in current status. In my view, the AA-CZ tieup is more singular, end solution to specific issues affecting the purported partners. Another way of looking at this - over the cou...

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by dmorbust
Wed Mar 29, 2017 4:33 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 609
Views: 72375

Re: Delta and Korean sign JVA

Keep in mind that DL must operate MSP-HND at least through ~summer '18, or else AA automatically gets the slot for DFW-HND (backup authority valid for 2 years). Through Summer of 2018 really isn't that far off, all things considered. It will take some time for the JV to get up and running anyway. D...

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by dmorbust
Wed Mar 29, 2017 2:09 pm
Forum: Civil Aviation
Topic: Delta and Korean sign JVA
Replies: 609
Views: 72375

Re: Delta and Korean sign JVA

I hate JVs, bad for consumers, but good for both businesses. This was DL's only simple option to remain competitive in the Pacific. This will send ripples across both their networks. I expect some significant changes. I really wonder how SEA will fare. Its importance just went way down for Asia. I ...

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by dmorbust
Wed Mar 29, 2017 4:45 am
Forum: Civil Aviation
Topic: Delta and Korean Air announce JV
Replies: 1
Views: 414

Delta and Korean Air announce JV

Delta Air Lines and Korean Air have reached an agreement to deepen their historic partnership, with an expanded trans-Pacific network that will increase travel choices and boost competition between the U.S. and Asia. The airlines signed a memorandum of understanding to implement a joint venture arr...

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by dmorbust
Thu Mar 23, 2017 5:58 pm
Forum: Civil Aviation
Topic: AA reportedly investing in China Southern Airlines
Replies: 69
Views: 12619

Re: AA reportedly investing in China Southern Airlines

However CZ has big ambitions with the upcoming new Beijing airport, which is perfectly located to feed all Asia & China to North America. So does China Eastern. Read this: https://centreforaviation.com/analysis/beijings-second-airport-at-daxing-risk-of-unproductive-competition-china-eastern-the...

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by dmorbust
Thu Mar 09, 2017 10:14 pm
Forum: Civil Aviation
Topic: Ruling Sheikhs Discussed Emirates-Etihad Merger
Replies: 26
Views: 7072

Re: Ruling Sheikhs Discussed Emirates-Etihad Merger

Regardless of whether you think Qatar's seats are better, a megahub combination of Emirates and Etihad, essentially combining all traffic at DWC, would put them leaps and bounds ahead of Doha - just by virtue of the combined O&D traffic Dubai + Abu Dabhi is a whole lot more than Doha. QR which a...

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by dmorbust
Thu Mar 09, 2017 7:49 pm
Forum: Civil Aviation
Topic: Ruling Sheikhs Discussed Emirates-Etihad Merger
Replies: 26
Views: 7072

Ruling Sheikhs Discussed Emirates-Etihad Merger

https://global.handelsblatt.com/companies-markets/sheikhs-discussed-emirates-etihad-merger-722150?em_pos=small&ref=headline&nl_art=3 The ruling familes of the United Arab Emirates, which control the Emirates and Etihad airlines, have held talks about possibly merging the two airlines, Handel...

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by dmorbust
Mon Mar 06, 2017 6:14 pm
Forum: Civil Aviation
Topic: Avianca to align with United?
Replies: 82
Views: 12951

Re: Avianca to align with United?

Bloomberg professional media services has an interview with German Efromovich. Ultimately he said the decision to establish alliance with United was "adopted unanimously" and he made the final decision. I really do wonder how the United decision was "adopted unanimously" given t...

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by dmorbust
Wed Mar 01, 2017 10:23 pm
Forum: Civil Aviation
Topic: Avianca to align with United?
Replies: 82
Views: 12951

Re: Avianca to align with United?

Looks like the Krietes are not happy about Efromovich's decision to go with United - they have sued in New York State Supremer Court to enjoin the deal: https://www.bloomberg.com/news/articles/2017-02-28/united-avianca-deal-is-target-of-lawsuit-by-kingsland-holdings https://www.ft.com/content/ddcd9e...

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by dmorbust
Mon Feb 27, 2017 3:21 pm
Forum: Civil Aviation
Topic: Korean Air COO: In talks with Delta for JV
Replies: 82
Views: 10361

Re: Korean Air COO: In talks with Delta for JV

"KE flies to 28 Chinese cities" And it's those 28 Chinese destinations, more than any other carrier (except perhaps KA), that is the strategic plum DL should be salivating over. Miles ahead of anything that UA/NH or AA/JL can offer. Maybe now under Bastian DL will finally develop a meanin...

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by dmorbust
Sat Feb 25, 2017 12:41 am
Forum: Civil Aviation
Topic: DOT Launches Divested AM/DL, MEX/JFK Slot Award Case
Replies: 101
Views: 14427

Re: DOT Launches Divested AM/DL, MEX/JFK Slot Award Case

http://www.reportur.com/mexico/2017/02/ ... eromexico/
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It is being reported that the first 8 slot pairs have been awarded to: Southwest, Alaska Airlines, VivaAerobus, and Volaris: http://www.reportur.com/mexico/2017/02/ ... eromexico/

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by dmorbust
Wed Feb 01, 2017 5:22 pm
Forum: Civil Aviation
Topic: Avianca to align with United?
Replies: 82
Views: 12951

Re: Avianca to align with United?

Avianca's owners are enthusiast since Delta's proposal was their way or the highway is not surprising the went with UA, my question here is who is the real loser? The real loser is Avianca shareholders and minority owners - the stock price has taken a 12.5% plunge today. The press release made no m...

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by dmorbust
Thu Jan 26, 2017 3:32 pm
Forum: Civil Aviation
Topic: Avianca - Delta/United
Replies: 10
Views: 2934

Re: Avianca - Delta/United

Ok, have it your way. Looks like the latest news from Portafolio confirms my way: http://www.portafolio.co/negocios/empresas/ofertas-por-avianca-siguen-en-pie-502987 "Avianca pide tiempo extra: dos meses más se demoraría para elegir un socio estratégico Ninguna de las ofertas han sido descarta...

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by dmorbust
Wed Jan 25, 2017 4:34 pm
Forum: Civil Aviation
Topic: Avianca - Delta/United
Replies: 10
Views: 2934

Re: Avianca - Delta/United

According to a Colombian newspaper, the deal has fallen through and AV shares have taken a big dive. http://www.elespectador.com/noticias/economia/el-bajonazo-de-avianca-articulo-676178 Spanish only. That's not how I read the article. Please quote the exact passage in that article that states the d...

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by dmorbust
Tue Jan 24, 2017 6:46 pm
Forum: Civil Aviation
Topic: Avianca - Delta/United
Replies: 10
Views: 2934

Re: Avianca - Delta/United

According to a Colombian newspaper, the deal has fallen through and AV shares have taken a big dive. http://www.elespectador.com/noticias/economia/el-bajonazo-de-avianca-articulo-676178 Spanish only. That's not how I read the article. Please quote the exact passage in that article that states the d...

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by dmorbust
Tue Jan 24, 2017 5:04 pm
Forum: Civil Aviation
Topic: Avianca - Delta/United
Replies: 10
Views: 2934

Re: Avianca - Delta/United

The update is that there is no update according to what they filed with the Colombian version of the SEC yesterday: https://www.superfinanciera.gov.co/web_valores/Avisos%20publicados%20por%20la%20sociedad?LO=00000001a6b7c8d9000000030000000e0000a42f4c34a7ab000000000001ffff0000000000000000000000000000...

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by dmorbust
Tue Jan 24, 2017 2:26 pm
Forum: Civil Aviation
Topic: DOT Launches Divested AM/DL, MEX/JFK Slot Award Case
Replies: 101
Views: 14427

Re: DOT Launches Divested AM/DL, MEX/JFK Slot Award Case

Volaris and Interjet also applied: https://www.regulations.gov/docketBrowser?rpp=25&so=DESC&sb=postedDate&po=0&dct=N%2BFR%2BPR%2BO&D=DOT-OST-2015-0070 Volaris: "Phase 1 - 2017 MEX-JFK Daily, additional frequency in market MEX-SAT Daily, new route MEX-IAD Daily, new route MEX...

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by dmorbust
Tue Dec 20, 2016 5:04 pm
Forum: Civil Aviation
Topic: Joint venture offers for Avianca (AV)
Replies: 72
Views: 12616

Re: Joint venture offers for Avianca (AV)

Did they decide to do nothing? Have you ever heard of google news? Here is a link for searching Google Colombia News/ Noticias: https://www.google.com.co/#q=avianca&tbm=nws . That way you can see for yourself the latest and greatest. No word or update from anyone, including the press (Portafoli...

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by dmorbust
Mon Dec 19, 2016 11:40 pm
Forum: Civil Aviation
Topic: Joint venture offers for Avianca (AV)
Replies: 72
Views: 12616

Re: Joint venture offers for Avianca (AV)

papatango wrote:
Did they cone to a decision who is the new owner of Avianca?


No word at all from anyone including the press that claimed there'd be a decision by the end of the weekend. Avianca stock is down close to 6% today as a result.

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by dmorbust
Fri Dec 16, 2016 8:15 pm
Forum: Civil Aviation
Topic: Joint venture offers for Avianca (AV)
Replies: 72
Views: 12616

Re: Joint venture offers for Avianca (AV)

Which party's bid is being considered? So far all three bids are being considered - none of the bids have been discarded yet. Supposedly only 6 people within Avianca know the full details of the possible sale discussions so the media really has nothing new to report today besides reaffirming the pr...

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by dmorbust
Fri Dec 16, 2016 4:59 am
Forum: Civil Aviation
Topic: Joint venture offers for Avianca (AV)
Replies: 72
Views: 12616

Re: Joint venture offers for Avianca (AV)

Basically this person Camilo Silvia, "from Valora inersiones" said on a podcast that the main focus point, is that investor partners Wants control over the airline, "Avianca" and the present owners of Avianca don't want to let go. According to this most recent article from a cou...

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by dmorbust
Thu Dec 15, 2016 11:34 pm
Forum: Civil Aviation
Topic: Joint venture offers for Avianca (AV)
Replies: 72
Views: 12616

Re: Joint venture offers for Avianca (AV)

Perhaps not. Delta Investor Day presentation and Q&A today - zero mention of Avianca. I take that back. Jamie Baker of JP Morgan asked a question about Avianca and Ed Bastian immediately answered something to the extent of "we're not going to comment on Avianca". Jamie Baker then aske...

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by dmorbust
Thu Dec 15, 2016 3:17 pm
Forum: Civil Aviation
Topic: Joint venture offers for Avianca (AV)
Replies: 72
Views: 12616

Re: Joint venture offers for Avianca (AV)

dmorbust wrote:
papatango wrote:
What was the outcome of Tue's mtg who will their new owner/partner be?


That's the $1 billion dollar question. Perhaps they are waiting until Delta's Investor Day Conference tomorrow to announce?


Perhaps not. Delta Investor Day presentation and Q&A today - zero mention of Avianca.

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by dmorbust
Thu Dec 15, 2016 4:45 am
Forum: Civil Aviation
Topic: DOT Proposes remedies for Aeromexico - Delta ATI JV
Replies: 96
Views: 12877

Re: DOT Proposes remedies for Aeromexico - Delta ATI JV

DOT has made their final decision, upholding their intitial approval with a few key tweaks: I am not sure where you got that quote, but DOT is sticking with its 24 MEX slots and 4 up to 4 JFK pairs. We determine that the Joint Applicants shall divest up to 24 slot-pairs at Mexico City’s Benito Juar...

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by dmorbust
Thu Dec 15, 2016 12:06 am
Forum: Civil Aviation
Topic: DOT Proposes remedies for Aeromexico - Delta ATI JV
Replies: 96
Views: 12877

Re: DOT Proposes remedies for Aeromexico - Delta ATI JV

DOT has made their final decision, upholding their intitial approval with a few key tweaks: "We note the position of AICM and the DGAC, but the Department must make a decision in this case now, using the evidence at hand. Based on that evidence, we are here finalizing our determination in the S...

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by dmorbust
Wed Dec 14, 2016 6:20 pm
Forum: Civil Aviation
Topic: Joint venture offers for Avianca (AV)
Replies: 72
Views: 12616

Re: Joint venture offers for Avianca (AV)

papatango wrote:
What was the outcome of Tue's mtg who will their new owner/partner be?


That's the $1 billion dollar question. Perhaps they are waiting until Delta's Investor Day Conference tomorrow to announce?

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by dmorbust
Fri Dec 09, 2016 9:10 pm
Forum: Civil Aviation
Topic: Why is WN canceling all LAX Mexico flights?
Replies: 43
Views: 8346

Re: Why is WN canceling all LAX Mexico flights?

Nothing to do with Trump or a failure on WN's side. It has everything to do with the US DOT holding the AM/DL JV hostage. The Mexican government was under the impression that JV approval was a pre-cursor to Open Skies and now that the DOT has called for unrealistic slot divestitures and onerous app...

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by dmorbust
Fri Dec 09, 2016 12:15 am
Forum: Civil Aviation
Topic: Joint venture offers for Avianca (AV)
Replies: 72
Views: 12616

Re: Joint venture offers for Avianca (AV)

Any idea when a decision would be made. I am hoping DL wins this one. It would be a great fit! They are reviewing the offers but make it clear that they don't have to go through with anything... : https://www.superfinanciera.gov.co/web_valores/Avisos%20publicados%20por%20la%20sociedad?LO=00000001a6...

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by dmorbust
Wed Dec 07, 2016 12:03 am
Forum: Civil Aviation
Topic: Joint venture offers for Avianca (AV)
Replies: 72
Views: 12616

Re: Joint venture offers for Avianca (AV)

If they go with Delta and since Delta has a stake in Gol, can they get the ball rollinng for a merger between Gol and Avianca? Avianca Brasil is separate, but it wouldn't surprise me if that is a possibility way down the road. Today the Avianca board was supposed to meet to discuss the offers - any...

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by dmorbust
Tue Dec 06, 2016 9:39 pm
Forum: Civil Aviation
Topic: DOJ Approves AS/VX merger
Replies: 182
Views: 21177

Re: DOJ Approves AS/VX merger

Based on the info provided by AS I suspect the code share issue was worked out in the first day or two of discussions. It was clearly not the reason approval took a few weeks longer than initially expected. Good job and thanks again. This is what denial looks like. I can't believe anyone could read...

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by dmorbust
Tue Dec 06, 2016 9:35 pm
Forum: Civil Aviation
Topic: DOJ Approves AS/VX merger
Replies: 182
Views: 21177

Re: DOJ Approves AS/VX merger

This is pretty extensive, not a tweak. Not sure what limiting ANC/SEA/SFO from AA code sharing once you go beyond overlapping routes is supposed to accomplish? It is extensive in terms of volume, but not really network breadth or depth. AA and Alaska will still be fully able to leverage each others...

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