Lap Dogs? LOL The real Black Swan event will be an uprising of the Chinese people against the Communists. It's happened before and now there are even more Chinese who have studied abroad and returned to China. Plus how many residents in China now have relatives living in the US as Chinese immigratio...Jump to post
To build on the discussion we had last quarter, below are the average consensus earnings estimated for US carriers in Q2 by analyst. AA - $422.2m AS - $214.5m B6 - (-$35.3m) DL - $1,051m F9 - $17.4m G4 - $46.3m NK - (-$40.2m) SY - $8.1m UA - $588.1m WN - $676.0m Interestingly, analys are forecastin...Jump to post
Apollo-led investment group in talks to buy Atlas Air
https://www.cnbc.com/2022/08/01/apollo- ... s-air.html
Atlas is probably making serious money recently shipping for the US DOD.
It seems that some posters here forget that the wild card in this scenario is the reaction of Japan, S.Korea, Australia and Russia to an aggressive China who picks a fight with the US. They all will think they are next and with good reason. Get a kick out of the YOUTUBE site 1420 when they ask young...Jump to post
Earlier I had posted information on how the West is not the leading source of CO2 emissions but is dwarfed by the developing world continuing growing emissions. This article offers a reason. It's author lays out how emissions from national oil companies - think Saudi Aramco, the Russian's, Iran, PEM...Jump to post
Buybacks should be illegal. IMO there is a 3 reasons why they buy back stock vs special dividends. First many C-suiters compensation package is based on the performance of the stock. A buy back increases the stock prices so up goes their pay. Win number 2 - their subsidized options are worth more as...Jump to post
Looking at the Reuters article - "Data obtained by Reuters through Refinitiv Eikon ship tracking showed Saudi Arabia imported 647,000 tonnes (48,000 barrels per day) of heavy fuel oil from Russia". 48,000 barrels a day is literally a rounding error in the oil business for the Saudis who pr...Jump to post
That might be it. Outside of Delta's salary expense being $119 million more than United's all the other "Expenses" are less than United's.
Fuel expense was almost $600 million dollars higher at United compared to Delta.. Wow
What goes up in the refining business usually goes right back down. It's already started. "Oil refining margins collapse in Asia, cheaper crude needed" LAUNCESTON, Australia, July 26 (Reuters) - Refining margins in Asia have collapsed in recent weeks, leaving refiners on the precipice of m...Jump to post
The "adjusted" figures above for DL already exclude refinery sales and expenses. Credit card figures are difficult to take out because these cannot be cleanly broken out (especially for UA and AA). Then perhaps a comparison of each airline's CASM and RASM would show who is firing on all c...Jump to post
Can you imagine hubs where the taxi time is under 5 minutes, the time sequencing for landing is short, and the wait for take-off is no longer than 3 planes.
Maybe all the hubs should cut back.
Well i guess if the availability of the Boom meant 6 or 7 Gulfstreams or BBJ's didn't make the trip over the pond, then maybe it's not so bad for the environment. Which begs the question - might they be better off with a smaller design that carried fewer passengers and could get by with 2 engines? ...Jump to post
Well i guess if the availability of the Boom meant 6 or 7 Gulfstreams or BBJ's didn't make the trip over the pond, then maybe it's not so bad for the environment.
Which begs the question - might they be better off with a smaller design that carried fewer passengers and could get by with 2 engines?
Alot of the assumptions you make I just don't agree with. - - lower population growth does not always entail economic contraction. Compare South Korea which has one of the lowest birth rates in the world or India's whose birth rate is 3 times that of S. Korea. - the assumption that immigrants remain...Jump to post
Most of the babies born in those countries (and the next 10 highest birth rates) will have little hope for the future. Many of them will try to migrate to countries with much better economies. And when they get there, their CO2 emissions will shortly match that of the residents of those nations. The...Jump to post
"That being said, the other major benefits of deregulation is lower fares and likely better connectivity" Actually we weren't discussing deregulation but the fact that from President Teddy Roosevelt to the Reagan Administration, very few mergers were approved. The DOJ wanted competition an...Jump to post
I don't think the problem is in the West.
Top 10 Countries with the Highest Birth Rate (per 1000 people, CIA World Factbook 2021 estimate)
Niger - 47.28.
Angola - 42.22.
Mali - 41.60 (tie)
Uganda - 41.60 (tie)
Benin - 41.55.
Chad - 41.05.
Congo (Dem Rep of) - 40.53.
South Sudan - 38.26.
[quote="texl1649"][/quote] "This is 20th century thinking. If Starship attains it’s cost/payload to orbit goals, carrier battle groups are obscenely wasteful antiquities, and they arguably are anyway as they are, again, huge targets for near-peers with hypersonic/ballistic weapons etc...Jump to post
It sure did exist in a capitalist society. There was a time before the late 1980's when the DOJ had a whole different approach to ANY consolidation. And that was generally NO. I would argue that only the winners from the new "enlightened" DOJ approach have been those in the C-suites, Wall ...Jump to post
I continue to see no impact on trade/geopolitics related to this, or for that matter where/how many super carriers the USN sends to various spots. The world is not a "Top Gun" movie and these huge floating targets are not immune to attack today. Braggadocio/ego does no people a lot of goo...Jump to post
So apparently does Japan. Maybe China is planning on going to war and wants to try to even the odds against the only power that could stop them - the US Navy "Japan Starts Conversion Work On Second Izumo-Class DDH". Will be equipped with F-35B's. https://www.navalnews.com/naval-news/2022/0...Jump to post
Here is a must read article (IMO) "Carbon Emissions On Track To Reach An All-Time High". https://oilprice.com/The-Environment/Global-Warming/Carbon-Emissions-On-Track-To-Reach-An-All-Time-High.html According to the data in this report, " Since 1965, carbon dioxide emissions in the U.S...Jump to post
Thank you for the excellent post!Jump to post
Like insurance companies have the risk of investment downturns, airlines run the risk that the use of credit cards tied to airline loyalty programs fall off. Say if airlines make using points even harder then it is now. Everybody needs insurance so demand is relatively inelastic. Insurance companies...Jump to post
Unless someone has evidence to the contrary, none of the airlines (with the exception of perhaps SW and the ULCC's) would be profitable without the revenue from the loyalty programs. Delta will gets $5 billion this year from AMEX - they certainly won't have $5 billion in profits. What would happen i...Jump to post
And of course we the taxpayers are being asked to subsidize the production of sustainable jet fuel. This plane will burn factors more per passenger mile compared to anything subsonic. And IIRC they have found that contrails have a significant impact on climate. The higher they are, the worse they ar...Jump to post
Canadian tar sand crudes are the some of the cheapest crude slates out there. Is this true? I though tar sand are the most energy intensive to extract. bt It is very energy intensive but also very cheap. It's cheap because there is so much of it. However you can't just run it in just any refinery, ...Jump to post
I've always felt the US should have a large tariff on all imported crude and oil products except oil from Canada. That would ignore the fact that not all crude is equal. US refineries can process imported heavy crude efficiently and at the same time our oil producers can sell higher quality crude i...Jump to post
I guess my idea of transferring retired B-1B's to Australia wouldn't go over very well either. If we are barely keeping them up, I doubt the RAAF would want them. More F-35s, hypersonics, LRASM, and Quickstrike make more sense that trying to keep the state of the art 1982 bomber flying. We can't af...Jump to post
Thanks panamair - would love to see those numbers excluding credit card reimbursements for frequent flyer programs and for in DL's case - the contribution from their refinery. Would they be negative? The "adjusted" figures above for DL already exclude refinery sales and expenses. Credit c...Jump to post
I've always felt the US should have a large tariff on all imported crude and oil products except oil from Canada. Say $42 bbl to start ($1 per gallon) It's probably the only carbon tax the US public would accept. It incentivizes North American oil production, creates jobs in NA, reduces the number o...Jump to post
Thanks panamair - would love to see those numbers excluding credit card reimbursements for frequent flyer programs and for in DL's case - the contribution from their refinery.
Would they be negative?
What I'd love to see is a chart comparing 2Q CASM and RASM for all the airlinesJump to post
Looks like only AA has met the earning estimates from LAXIntl original post.Jump to post
I have a sense (maybe from watching too many videos on YouTube)that these new western weapons arriving in ever greater numbers will break the Russian forces like smart weapons did against the Iraqi Army in Kuwait. With agents, Special Forces or US intelligence assets marking anything worth hitting i...Jump to post
A young man was fleeing a police stop in Akron, Ohio a month ago. Car had been pursued earlier by another Department for an equipment violation. One officers claims he sees a muzzle flash. Guy bails wearing a mask. Officers claim he goes for his waistband. 80 shots later and he's dead. Gun found in ...Jump to post
Airline Emissions Goals Challenged at Industry Trade Show - https://www.meetings-conventions.com/Ne ... challenged
Interesting article but it is hard to determine if some of the quotes are from the air show or not.
[/quote] How much of those emissions are manufacturing for the European and North American markets?.[/quote] Some but not all. In fact the States are desperately trying to get those jobs back. Our industries (including Europe) are a lot cleaner because we actually have environmental regulations. Whi...Jump to post
Enjoy your hot weather while you can. If you haven't realize yet, there is a war going on in Europe that has a very high potential of becoming a nuclear global war. Those who survive will remember the warm weather with tears in their eyes. Unfortunately, you are more right than any of us ever expec...Jump to post
Besides burning all the jet fuel so civilians can go oh and ah is pretty wasteful when the the carbon emissions are considered. Even the runways are buckling and London has a massive heat caused fire.Jump to post
[/quote] How do those figures look when the factor in the number of people in each region?.[/quote] It's definitely not as unbalanced as the people believe. "Asia is by far the largest emitter, accounting for 53% of global emissions. As it is home to 60% of the world’s population this means tha...Jump to post