You know what you are to glean. Their position in relation to the rest of the industry. Whomever gets a TA next should be at least 20% above our or SWA's rates. Then the next one should jump them. If APA and UCAL are still in talks, we can get to SWA rates, plus a 10-20% without much issue, but going the extra mile will take one of these two groups getting their deals done before us.
If the scuttlebutt is correct, UCAL will have a TA early next year. Depending on where they go, APA may TA a CBA as well. That sets us up very nicely. If none of that happens, we are where we are now. We are in an industry where no one is willing to put their airlines' costs too far out in front of the competition. Arpy has been quoted saying that he is willing to wait for the other majors costs to catch up. He seems to have a ton of support with that.
None of this makes any of us happy, including me, but them the facts, and realities we are dealing with today. I am glad that we have at least a year until we need main bargaining points firmed up. It is a long time and a lot of cards have yet to be played.