SteelChair wrote:So Delta said they will grow in Miami. There's growth and then there's GROWTH. I see it being marginal growth. A few gates. 10-20 flights a day added incrementally over the next 18 months or so is my guess. Ho hum really.
Another point, perhaps its been mentioned but i feel it should be mentioned again. Delta has been good to its weaker partners. Where was Gol when they first got involved with Delta versus now? Virgin Atlantic? Delta has helped KAL as far back as the 1990s when KAL were crashing every year. LATAM will benefit greatly from its association with Delta.
It should also be mentioned that the nature of these partners you talk about are significantly different - none of them had any other partners that were a better fit for them.
1. KE was already in SkyTeam (they became friends only because RA left) - Neither AA nor UA needed KE to bolster their networks.
2. VS was/is a point-to-point player in the LHR market with scattered partners and no real partner in the US (UA was in bed with BMI for a while and was ignoring VS).
3. AA was partnering with GOL and UA with TAM - GOL's partnership with AA and IB went away with LATAM's decision to join oneworld. DL grabbed G3 it because that was their only foray into the Brazilian market.
4. Both AM and DL were founding members of SkyTeam and were significantly smaller players than AA or UA in the Mexico-US market.
LATAM had as partners, AA (the largest carrier from US to South America), IB (the largest carrier from Europe to South America), QF (the most logical partner in Oceania?), effectively giving it the best traffic flows to all their relevant markets; plus an entire oneworld customer base (being the sole carrier in the region). The partnership with DL essentially brings them out of an alliance which benefitted them the most and risks the leakage of all their FFs they accrued over time leaving them with all but a hope that a JV they hope will be approved and that they will together construct a 'hub' in the market that was most relevant for them (and had a partner earlier?)
I am curious to know how DL's investment in LATAM comparable to any of the above? With LATAM and all of the above partnerships, the common theme is that DL benefits greatly.
Oh yeah, GOL benefitted so greatly, in that they were promoted to the trash bin.
How has WestJet benefitted? All I see them is dropping routes to AA hubs.
How does it benefit MU? The only route that MU was able to add was? ORD.