Whereas envoy has parked over 90 aircraft.

Not anymore.

I don't see any signs of flying picking up in the schedule during June. Maybe Envoy or AA (but I repeat myself) bean counters figure it is cheaper to keep these aircraft active and sitting at gates at outstations instead of sitting on a closed runway. Right now, they are flying a few aircraft for 4 legs a day. If they pull aircraft out of storage, they can fly the same number of flights, just divide the legs over more airplanes. Fly twice as many aircraft 2 legs a day, or 4 times as many aircraft once a day. Who knows, maybe we will start doing tail swaps on our long sits at outstations. Sounds like fun doing first flight of the day checks on every flight.

Laughs in 175

Heard from a friend spirit is ramping up for June. Saw an article cruise ships saw an increase of 600% in bookings from previous year.

^if there’s a second wave of this thing, it’ll be on those floating Petri dishes ....

This is misleading, the DOW was at $16,500 Janurary 2016, and peaked at over $29k. No real projections called that, but once it's there projections include it.

If we could find a 2025 projection, from 2016 it will probably be much more consertive than a 2025 projection ran in November 2019.

Right when Richard Anderson retired from Delta he was targeting 1% growth, and the majors got sued for coining the term "capacity discipline".

Southwest and United decide 3-5% YOY was more attractive, then the models baked it in.

Flow thru
 

Went in right here———

Anyone heard what’s now being planned for the limited reopener this fall with all this COVID going on?

Ha. Most likely asking for concessions on everything.

Probably the same thing APA and AA are doing. Silently agreeing to ignore it for now.