Originally Posted by
BenderRodriguez
The question I have to keep asking myself is what is going to happen during the term of this agreement. Do you see a downturn? Do you see AAL or UAL suddenly overtaking DAL in terms of profitability and operations? They are both good airlines, but I think we are way ahead in terms of the merger synergies. And with what just happened to USAPA, how will that affect things? It surely won't be resolved in enough time to make a difference during the term of this agreement.
Flying will shift from China/Europe to South America, and other TPP countries. We may even get kicked out of China completely due to a looming currency war.
I expect over the next 5 years, American will be making more profit than all the other airlines combined. Delta will still be making $5-6 billion a year though. I see UAL possibly losing money depending on how they respond to the market shift.