Originally Posted by
ZeroTT
When demand returns is quite unclear
more than that how it returns and who managed to scoop it up is another big variable. There might be considerable heterogeneity within the industry. I’d agree a decade of furloughs for AA is unlikely but if you throw in a merger and/or another carrier being more successful it’s not ludicrous.
No need to get your panties in a bunch, next summer will make or break this place. Expect talk (good or bad) about summer bookings come April~ish. Then you will see the press for concessions to avoid bk court. My personal view is that we will have demand for our narrow bodies, but long haul demand will be weak, however they figure out to minimize losses from that will be the key ticket. Thankfully our Atlantic and pacific offerings were so weak that we are less exposed than d or u.