How long will it last?
Other side of the recovery I see Jetblue, Alaska, American becoming “ONE WORLD” I mean one airline, much smaller American Airline due to overlaps.
I see that Breeze if it ever lift-off will grow, Frontier grows, Spirit grows, Allegiant grows, Southwest grows, United & Delta strategically grows International markets with better margins than today.
I see that UPS as a much larger airline. Same with FedEx due to International growth recovery, Big Pharma, and alternatively known E-commerce giants growth such as Walmart, Target, Ebay, Alibaba, Tencent. DHL is also growing.
Largest growth year over year for the next 10 years will be Amazon. As such ACMI/Charter cargo carriers will have tremendous growth due to the E-commerce giant Amazon’s 30% growth each year in the aviation sector fueled by this Pandemic, ignited by demand. I also foresee a merger or two within the ACMI/Charter cargo sector.