Search found 1829 matches

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by MohawkWeekend
Tue Aug 02, 2022 5:52 pm
Forum: Civil Aviation
Topic: Updated: Atlas Air Worldwide to be acquired in $5.2bn takeover
Replies: 24
Views: 8639

Re: Possible Atlas Air Sale

Sun Country and Atlas.......hmmmmm

You got to think the wheels are turning in the minds of Apollo's MBAs.

Look out FedEx :stirthepot:

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by MohawkWeekend
Tue Aug 02, 2022 2:40 pm
Forum: Military Aviation & Space Flight
Topic: China launches high-tech aircraft carrier in naval milestone
Replies: 191
Views: 12090

Re: China launches high-tech aircraft carrier in naval milestone

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...

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by MohawkWeekend
Tue Aug 02, 2022 2:27 pm
Forum: Civil Aviation
Topic: US Airline Q2 Earnings Forecast --- mostly profits
Replies: 109
Views: 20374

Re: US Airline Q2 Earnings Forecast --- mostly profits

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...

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by MohawkWeekend
Tue Aug 02, 2022 2:27 am
Forum: Civil Aviation
Topic: Updated: Atlas Air Worldwide to be acquired in $5.2bn takeover
Replies: 24
Views: 8639

Updated: Atlas Air Worldwide to be acquired in $5.2bn takeover

https://www.cnbc.com/2022/08/01/apollo- ... s-air.html

Atlas is probably making serious money recently shipping for the US DOD.
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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.

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by MohawkWeekend
Mon Aug 01, 2022 2:41 pm
Forum: Military Aviation & Space Flight
Topic: China launches high-tech aircraft carrier in naval milestone
Replies: 191
Views: 12090

Re: China launches high-tech aircraft carrier in naval milestone

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...

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by MohawkWeekend
Mon Aug 01, 2022 1:01 am
Forum: Non-Aviation
Topic: Human Caused Climate Crisis hits Europe
Replies: 105
Views: 5785

Re: Human Caused Climate Crisis hits Europe

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...

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by MohawkWeekend
Sun Jul 31, 2022 5:34 pm
Forum: Non-Aviation
Topic: Gasoline prices, it hurts.
Replies: 682
Views: 45965

Re: Gasoline prices, it hurts.

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...

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by MohawkWeekend
Fri Jul 29, 2022 7:37 pm
Forum: Non-Aviation
Topic: Russian Invasion of Ukraine - *Discussion* Thread
Replies: 7255
Views: 504898

Re: Russian Invasion of Ukraine - *Discussion* Thread

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...

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by MohawkWeekend
Fri Jul 29, 2022 7:17 pm
Forum: Civil Aviation
Topic: US Airline Q2 Earnings Forecast --- mostly profits
Replies: 109
Views: 20374

Re: US Airline Q2 Earnings Forecast --- mostly profits

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

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by MohawkWeekend
Thu Jul 28, 2022 11:25 pm
Forum: Non-Aviation
Topic: Gasoline prices, it hurts.
Replies: 682
Views: 45965

Re: Gasoline prices, it hurts.

I agree - a one time special dividend would be better than buybacks.

Because these times aren't going to last. Wasn't there a thread on this site talking about how trillions of dollars in fossil fuel investments will need to be written off next decade?

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by MohawkWeekend
Thu Jul 28, 2022 8:09 pm
Forum: Non-Aviation
Topic: Gasoline prices, it hurts.
Replies: 682
Views: 45965

Re: Gasoline prices, it hurts.

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...

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by MohawkWeekend
Thu Jul 28, 2022 7:52 pm
Forum: Civil Aviation
Topic: US Airline Q2 Earnings Forecast --- mostly profits
Replies: 109
Views: 20374

Re: US Airline Q2 Earnings Forecast --- mostly profits

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...

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by MohawkWeekend
Wed Jul 27, 2022 1:28 pm
Forum: Civil Aviation
Topic: Dutch government to permanently further reduce AMS movement cap
Replies: 231
Views: 28641

Re: Dutch government to permanently further reduce AMS movement cap

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.

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by MohawkWeekend
Wed Jul 27, 2022 2:43 am
Forum: Civil Aviation
Topic: Boom Supersonic new configuration.
Replies: 102
Views: 18528

Re: Boom Supersonic new configuration.

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? ...

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by MohawkWeekend
Tue Jul 26, 2022 11:54 pm
Forum: Civil Aviation
Topic: Boom Supersonic new configuration.
Replies: 102
Views: 18528

Re: Boom Supersonic new configuration.

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?

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by MohawkWeekend
Tue Jul 26, 2022 12:24 pm
Forum: Non-Aviation
Topic: Human Caused Climate Crisis hits Europe
Replies: 105
Views: 5785

Re: Human Caused Climate Crisis hits Europe

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...

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by MohawkWeekend
Tue Jul 26, 2022 12:25 am
Forum: Non-Aviation
Topic: Human Caused Climate Crisis hits Europe
Replies: 105
Views: 5785

Re: Human Caused Climate Crisis hits Europe

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...

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by MohawkWeekend
Tue Jul 26, 2022 12:07 am
Forum: Civil Aviation
Topic: Updated: JetBlue Agrees to Buy Spirit Airlines for $3.8 Billion After Frontier Deal Dies
Replies: 2278
Views: 302767

Re: JetBlue Makes Hostile Takeover Offer for Spirit

"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...

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by MohawkWeekend
Mon Jul 25, 2022 9:37 pm
Forum: Non-Aviation
Topic: Human Caused Climate Crisis hits Europe
Replies: 105
Views: 5785

Re: Human Caused Climate Crisis hits Europe

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.

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by MohawkWeekend
Mon Jul 25, 2022 9:14 pm
Forum: Military Aviation & Space Flight
Topic: China launches high-tech aircraft carrier in naval milestone
Replies: 191
Views: 12090

Re: China launches high-tech aircraft carrier in naval milestone

[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...

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by MohawkWeekend
Mon Jul 25, 2022 9:09 pm
Forum: Civil Aviation
Topic: Updated: JetBlue Agrees to Buy Spirit Airlines for $3.8 Billion After Frontier Deal Dies
Replies: 2278
Views: 302767

Re: JetBlue Makes Hostile Takeover Offer for Spirit

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 ...

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by MohawkWeekend
Mon Jul 25, 2022 8:07 pm
Forum: Military Aviation & Space Flight
Topic: China launches high-tech aircraft carrier in naval milestone
Replies: 191
Views: 12090

Re: China launches high-tech aircraft carrier in naval milestone

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...

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by MohawkWeekend
Mon Jul 25, 2022 6:23 pm
Forum: Military Aviation & Space Flight
Topic: China launches high-tech aircraft carrier in naval milestone
Replies: 191
Views: 12090

Re: China launches high-tech aircraft carrier in naval milestone

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...

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by MohawkWeekend
Sun Jul 24, 2022 4:34 pm
Forum: Civil Aviation
Topic: United Airlines Network Thread - 2022
Replies: 1661
Views: 430157

Re: United Airlines Network Thread - 2022

With high load factors, how long does it take to clear the backlog of passengers? I see today was bad too and more t-storms are in the forecast

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by MohawkWeekend
Sun Jul 24, 2022 3:36 pm
Forum: Civil Aviation
Topic: United Airlines Network Thread - 2022
Replies: 1661
Views: 430157

Re: United Airlines Network Thread - 2022

How are the recent batches of thunderstorms impacting ops at ORD and EWR?

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by MohawkWeekend
Sun Jul 24, 2022 12:42 am
Forum: Non-Aviation
Topic: Human Caused Climate Crisis hits Europe
Replies: 105
Views: 5785

Re: Human Caused Climate Crisis hits Europe

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...

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by MohawkWeekend
Sat Jul 23, 2022 9:28 pm
Forum: Non-Aviation
Topic: Monkeypox outbreak
Replies: 83
Views: 7362

Re: Monkeypox outbreak

War, pestilence, disease and famine. Check.
Economic turmoil. Coming.
Nuclear War. God I hope not.

If you see 7 horsemen in your neighborhood, then run like hell.

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by MohawkWeekend
Sat Jul 23, 2022 1:21 pm
Forum: Civil Aviation
Topic: Updated: American Airlines Business & Finance Discussion
Replies: 763
Views: 150060

Re: Updated: American Airlines Business & Finance Discussion

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...

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by MohawkWeekend
Fri Jul 22, 2022 5:29 pm
Forum: Civil Aviation
Topic: Updated: American Airlines Business & Finance Discussion
Replies: 763
Views: 150060

Re: Updated: American Airlines Business & Finance Discussion

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...

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by MohawkWeekend
Fri Jul 22, 2022 1:51 pm
Forum: Civil Aviation
Topic: Boom Supersonic new configuration.
Replies: 102
Views: 18528

Re: Boom Supersonic new configuration.

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...

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by MohawkWeekend
Fri Jul 22, 2022 1:45 pm
Forum: Military Aviation & Space Flight
Topic: New defence pact AUUKUS
Replies: 551
Views: 55437

Re: New defence pact AUUKUS

F111's with refueling had really long legs. I don't think anyone outside of N. Korea and PRC were worried about those birds in RAAF service.

Just giving the Aussies a squadron would complicate PRC planning for air defenses.

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by MohawkWeekend
Fri Jul 22, 2022 1:37 pm
Forum: Non-Aviation
Topic: Russian Invasion of Ukraine - *Discussion* Thread
Replies: 7255
Views: 504898

Re: Russian Invasion of Ukraine - *Discussion* Thread

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, ...

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by MohawkWeekend
Fri Jul 22, 2022 1:08 am
Forum: Non-Aviation
Topic: Russian Invasion of Ukraine - *Discussion* Thread
Replies: 7255
Views: 504898

Re: Russian Invasion of Ukraine - *Discussion* Thread

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...

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by MohawkWeekend
Fri Jul 22, 2022 12:55 am
Forum: Military Aviation & Space Flight
Topic: New defence pact AUUKUS
Replies: 551
Views: 55437

Re: New defence pact AUUKUS

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...

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by MohawkWeekend
Fri Jul 22, 2022 12:49 am
Forum: Civil Aviation
Topic: AA Reports 2nd Qtr Earnings
Replies: 45
Views: 6881

Re: AA Reports 2nd Qtr Earnings

Aren't the payments for all those new aircraft amortized over the life of the loan and not one lump sum? So until those loans start falling off the books, won't those costs remain pretty constant for the next decade or so?

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by MohawkWeekend
Fri Jul 22, 2022 12:44 am
Forum: Civil Aviation
Topic: US Airline Q2 Earnings Forecast --- mostly profits
Replies: 109
Views: 20374

Re: US Airline Q2 Earnings Forecast --- mostly profits

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...

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by MohawkWeekend
Thu Jul 21, 2022 7:08 pm
Forum: Non-Aviation
Topic: Russian Invasion of Ukraine - *Discussion* Thread
Replies: 7255
Views: 504898

Re: Russian Invasion of Ukraine - *Discussion* Thread

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...

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by MohawkWeekend
Thu Jul 21, 2022 7:01 pm
Forum: Civil Aviation
Topic: US Airline Q2 Earnings Forecast --- mostly profits
Replies: 109
Views: 20374

Re: US Airline Q2 Earnings Forecast --- mostly profits

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?

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by MohawkWeekend
Thu Jul 21, 2022 5:01 pm
Forum: Civil Aviation
Topic: US Airline Q2 Earnings Forecast --- mostly profits
Replies: 109
Views: 20374

Re: US Airline Q2 Earnings Forecast --- mostly profits

What I'd love to see is a chart comparing 2Q CASM and RASM for all the airlines

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by MohawkWeekend
Thu Jul 21, 2022 12:19 pm
Forum: Military Aviation & Space Flight
Topic: New defence pact AUUKUS
Replies: 551
Views: 55437

Re: New defence pact AUUKUS

I guess my idea of transferring retired B-1B's to Australia wouldn't go over very well either.

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by MohawkWeekend
Thu Jul 21, 2022 11:58 am
Forum: Civil Aviation
Topic: US Airline Q2 Earnings Forecast --- mostly profits
Replies: 109
Views: 20374

Re: US Airline Q2 Earnings Forecast --- mostly profits

Looks like only AA has met the earning estimates from LAXIntl original post.

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by MohawkWeekend
Wed Jul 20, 2022 8:33 pm
Forum: Non-Aviation
Topic: Russian Invasion of Ukraine - *Discussion* Thread
Replies: 7255
Views: 504898

Re: Russian Invasion of Ukraine - *Discussion* Thread

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...

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by MohawkWeekend
Wed Jul 20, 2022 6:24 pm
Forum: Non-Aviation
Topic: Indiana Mall Shooting
Replies: 50
Views: 2076

Re: Indiana Mall Shooting

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 ...

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by MohawkWeekend
Wed Jul 20, 2022 2:54 pm
Forum: Civil Aviation
Topic: Farnborough Air Show 2022 - Other Manufacturers/Engine Orders and General Discussion Thread
Replies: 56
Views: 16591

Re: Farnborough Air Show 2022 - Other Manufacturers/Engine Orders and General Discussion Thread

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.
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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.

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by MohawkWeekend
Wed Jul 20, 2022 12:42 pm
Forum: Non-Aviation
Topic: Electricity Costs and Supply
Replies: 36
Views: 1910

Re: Electricity Costs and Supply

Hoover Dam transformer explodes; no one hurt - AP.

Claim it won't impact power grid, It was one of 16 transformers so perhaps with the power plants reduced output it wasn't needed.

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by MohawkWeekend
Tue Jul 19, 2022 8:52 pm
Forum: Non-Aviation
Topic: Human Caused Climate Crisis hits Europe
Replies: 105
Views: 5785

Re: Human Caused Climate Crisis hits Europe

[/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...

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by MohawkWeekend
Tue Jul 19, 2022 8:41 pm
Forum: Non-Aviation
Topic: Human Caused Climate Crisis hits Europe
Replies: 105
Views: 5785

Re: Human Caused Climate Crisis hits Europe

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...

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by MohawkWeekend
Tue Jul 19, 2022 6:24 pm
Forum: Civil Aviation
Topic: Farnborough Air Show 2022 - Airbus Orders and General Discussion Thread
Replies: 138
Views: 58793

Re: Farnborough Air Show 2022 - Airbus Orders and General Discussion Thread

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.

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by MohawkWeekend
Tue Jul 19, 2022 4:39 pm
Forum: Non-Aviation
Topic: Human Caused Climate Crisis hits Europe
Replies: 105
Views: 5785

Re: Human Caused Climate Crisis hits Europe

[/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...

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