janders wrote:At today's investor conference Vasu Raja stated with anticipation of international and corporate traffic coming back much slower there would be further cuts to the international schedule.
Also, AA would seek to leverage its JV partners more for international access moving forward.
Yes I think it was Robert that said international recovery will be slower and additional cuts are being looked at. Vasu said that theyre preparing for a magnitude of scenarios. International returning slower; in which case the XLR may be utilized instead of wide bodies. Using JV partners is another tool in that scenario. 787s are still coming and will be used to fly international if the demand is there, or replace older 777s if not. Theyre seeing an increase in business travel already but Corporate travel will be the last to come back due to restrictions.
The take away is that they’re preparing for whatever the recovery does, as expected. They will certainly not be short of wide body aircraft if they have the demand to fly a robust transatlantic schedule.