Originally Posted by
MicrowaveDave
I wonder how much of that was fueled by the competition not being able to use the MAX.
I think all the airlines have profited handsomely by the surprise curtailment of 3-5% of the anticipated capacity since March, and as the MAX grounding continues the continued lack of available RSM's keeps the fares at a very profitable level.
Concern will be when the MAX is unleashed and all that capacity is dumped into the domestic market over a few months and what that will do to all the yields. As the MAX grounding drags longer, obviously the reintroduction will also take longer, but even if spread over a 6month period, that will be a sizable chunk of capacity to dump into the domestic market.