Moderators: jsumali2, richierich, ua900, PanAm_DC10, hOMSaR
Chuska wrote:I thought they flew these last year? I guess not.
*DL JNU-SEA JUN 0>1.0[0] JUL 0>1.0[0.7] SEP 0>1.0[0]
*DL KTN-SEA JUN 0>1.0[0] JUL 0>1.0[0.7] SEP 0>1.0[0]
DL did fly them in 2019. This is now comparing 2021 over 2020. Oops. Gotcha!
Happy New Year and thanks again for all you do with this.
AVLAirlineFreq wrote:Thanks for doing these every week, enilria, and happy new year!
kavok wrote:Thanks as always for the update!
DL DTW-ICN JAN 0.9>1.2[0.8] FEB 0.9>1.1[1.1] MAR 1.0>1.3[0.9]
**DL DTW-PVG JAN 0.3>0[0.9] FEB 0.3>0[1.0] MAR 0.4>0.2[0.9]
Delta appears to again be adding the ICN stopover on the DTW-PVG flight for the winter. They did this last week with SEA-PVG, for the winter, and I was surprised to not see DTW have the same change made then. A week later, it shows up for DTW-PVG as well.
enilria wrote:I thought CARES required continuance of all stations in the USA. I guess they got an exception.
enilria wrote:kavok wrote:Thanks as always for the update!
DL DTW-ICN JAN 0.9>1.2[0.8] FEB 0.9>1.1[1.1] MAR 1.0>1.3[0.9]
**DL DTW-PVG JAN 0.3>0[0.9] FEB 0.3>0[1.0] MAR 0.4>0.2[0.9]
Delta appears to again be adding the ICN stopover on the DTW-PVG flight for the winter. They did this last week with SEA-PVG, for the winter, and I was surprised to not see DTW have the same change made then. A week later, it shows up for DTW-PVG as well.
This is a crew quarantine issue, correct?
SRQLOT wrote:How many of the JetBlue routes that are going to 0 for February were recently announced? Seems like they have been the new Frontier, just “throwing darts at the board.” I had few chances last year to fly them and glad I did not, and now planning a trip for mid February and they are the cheapest option but I won’t risk it with them.
enilria wrote:Chuska wrote:I thought they flew these last year? I guess not.
*DL JNU-SEA JUN 0>1.0[0] JUL 0>1.0[0.7] SEP 0>1.0[0]
*DL KTN-SEA JUN 0>1.0[0] JUL 0>1.0[0.7] SEP 0>1.0[0]
DL did fly them in 2019. This is now comparing 2021 over 2020. Oops. Gotcha!
Happy New Year and thanks again for all you do with this.
I do know how it works.I thought CARES required continuance of all stations in the USA. I guess they got an exception.
Nicknuzzii wrote:SRQLOT wrote:How many of the JetBlue routes that are going to 0 for February were recently announced? Seems like they have been the new Frontier, just “throwing darts at the board.” I had few chances last year to fly them and glad I did not, and now planning a trip for mid February and they are the cheapest option but I won’t risk it with them.
The February schedule is pretty solid. What route are you looking at?
MIflyer12 wrote:enilria wrote:I thought CARES required continuance of all stations in the USA. I guess they got an exception.
It will be interesting to see if under CARES 2 the DOT issues another show cause order, just rolls exemptions forward, lets dropped airports go without (IPT, as an example) or what.
SRQLOT wrote:How many of the JetBlue routes that are going to 0 for February were recently announced? Seems like they have been the new Frontier, just “throwing darts at the board.” I had few chances last year to fly them and glad I did not, and now planning a trip for mid February and they are the cheapest option but I won’t risk it with them.
ytib wrote:Nicknuzzii wrote:SRQLOT wrote:How many of the JetBlue routes that are going to 0 for February were recently announced? Seems like they have been the new Frontier, just “throwing darts at the board.” I had few chances last year to fly them and glad I did not, and now planning a trip for mid February and they are the cheapest option but I won’t risk it with them.
The February schedule is pretty solid. What route are you looking at?
When they are still drawing down January in late December, I wouldn't call February anywhere near solid.
ytib wrote:Nicknuzzii wrote:SRQLOT wrote:How many of the JetBlue routes that are going to 0 for February were recently announced? Seems like they have been the new Frontier, just “throwing darts at the board.” I had few chances last year to fly them and glad I did not, and now planning a trip for mid February and they are the cheapest option but I won’t risk it with them.
The February schedule is pretty solid. What route are you looking at?
When they are still drawing down January in late December, I wouldn't call February anywhere near solid.
AS LIH-PDX FEB 0.6>0[1.1]
AS LIH-SAN FEB 0.6>0[0.7]
AS LIH-SEA JAN 1.7>1.2[1.8] FEB 1.6>0.9[2]
AS LIH-SJC FEB 0.6>0[0.7]
jmscsc wrote:EI pulling BDL is unfortunate but not surprising. I love my home airport but always thought LHR would be a better option. I'll be curious to see moving forward if that comes to pass with BA or B6.
SANFan wrote:AS LIH-PDX FEB 0.6>0[1.1]
AS LIH-SAN FEB 0.6>0[0.7]
AS LIH-SEA JAN 1.7>1.2[1.8] FEB 1.6>0.9[2]
AS LIH-SJC FEB 0.6>0[0.7]
Interesting that even though these Kauai flights are still starting in the the second half of January, they are dropped again in February. (For example, I just checked the AS booking engine again and flights from SAN to LIH are listed for dates in the latter part of January.)
Also, I thought the Kauai problem was COVID-testing related so how come AS is still showing SEA-LIH as flying in February?
I'm confused...
bb
flyfresno wrote:PSP getting some more summer love...will be interesting to see what the ceiling will be in July and August.
**DL PSP-SEA APR 0>2[1.7] MAY 0>2[0.1] JUN 0>2[0] JUL 0>2[0] AUG 0>2[0] SEP 0>2[0]
tphuang wrote:The January cuts were pretty minor.
they probably will make 1 last adjustment in second half of January (especially on the new routes starting February), but the big cut was this past weekend. Keep in mind that they are currently down 40% YoY for February and 48% for January. Since demand is improving, they are going to fly more in February than January. So the final adjustments will be pretty minor.
The late January cuts were mostly BOS business market + transcon flights from NYC/BOS-SEA/LAX/LAS. These are probably all reflective of the rising COVID cases + dropping demand from Northeast and west coast.
The trim across the board. Not just new routes.
If you are flying to Florida, things will most likely not change. Out of FLL/MCO, only PVD/DCA saw late January adjustments.
tphuang wrote:ytib wrote:Nicknuzzii wrote:
The February schedule is pretty solid. What route are you looking at?
When they are still drawing down January in late December, I wouldn't call February anywhere near solid.
The January cuts were pretty minor.
they probably will make 1 last adjustment in second half of January (especially on the new routes starting February), but the big cut was this past weekend. Keep in mind that they are currently down 40% YoY for February and 48% for January. Since demand is improving, they are going to fly more in February than January. So the final adjustments will be pretty minor.
The late January cuts were mostly BOS business market + transcon flights from NYC/BOS-SEA/LAX/LAS. These are probably all reflective of the rising COVID cases + dropping demand from Northeast and west coast.
The trim across the board. Not just new routes.
If you are flying to Florida, things will most likely not change. Out of FLL/MCO, only PVD/DCA saw late January adjustments.
enilria wrote:
**DL CUN-CVG FEB 0.7>0[0.2] MAR 1.0>0[0.2] APR 1.0>0[0.1] MAY 1.0>0[0.1] JUN 1.0>0[0] JUL 1.0>0[0] AUG 1.0>0[0] SEP 1.0>0[0]
Seat1D wrote:the new B6 routes out of LAX, there is no data to compare it to so no one, no one knows if the new additions would have been failures even without COVID.
Not sure what happened to SEA and SFO, but when I do a search for February, LAX to SFO, nothing even comes up. SEA is 2x weekly. Looks like CHS is down from 7 weekly to 4.
CUN is down from 14 weekly to 7. PBI looks like its down from 7 to 3 weekly. RIC looks gone for February as well. Cant find SJO non stops out of LAX for Feb. Also looks like LAX to LAS is gone for February- Werent some of these intra west coast routes initially announced as 2x daily. If im wrong, my apologies, I simply used the JB booking engine to search for flights. Its been said by plenty of experts that entering the LAX market where jjust about every ariline under the sun operates certain routes is bound for failure. How many airlines currently fly LAX to SFO-SEA-LAS etc
AVLAirlineFreq wrote:enilria wrote:
**DL CUN-CVG FEB 0.7>0[0.2] MAR 1.0>0[0.2] APR 1.0>0[0.1] MAY 1.0>0[0.1] JUN 1.0>0[0] JUL 1.0>0[0] AUG 1.0>0[0] SEP 1.0>0[0]
I have to admit I'm surprised by this. Maybe I shouldn't be--can someone explain? I know it can be served easily via ATL, but I'm still surprised it was axed entirely.
hiflyeras wrote:Seat1D wrote:the new B6 routes out of LAX, there is no data to compare it to so no one, no one knows if the new additions would have been failures even without COVID.
Not sure what happened to SEA and SFO, but when I do a search for February, LAX to SFO, nothing even comes up. SEA is 2x weekly. Looks like CHS is down from 7 weekly to 4.
CUN is down from 14 weekly to 7. PBI looks like its down from 7 to 3 weekly. RIC looks gone for February as well. Cant find SJO non stops out of LAX for Feb. Also looks like LAX to LAS is gone for February- Werent some of these intra west coast routes initially announced as 2x daily. If im wrong, my apologies, I simply used the JB booking engine to search for flights. Its been said by plenty of experts that entering the LAX market where jjust about every ariline under the sun operates certain routes is bound for failure. How many airlines currently fly LAX to SFO-SEA-LAS etc
Looks like someone at B6 finally realized that much of their LAX expansion was doomed to fail? Especially the frequency...2x daily to CUN? Ridiculous. Or maybe this pipe dream was dependant on gates that didn't materialize?
a320flyer wrote:AVLAirlineFreq wrote:enilria wrote:
**DL CUN-CVG FEB 0.7>0[0.2] MAR 1.0>0[0.2] APR 1.0>0[0.1] MAY 1.0>0[0.1] JUN 1.0>0[0] JUL 1.0>0[0] AUG 1.0>0[0] SEP 1.0>0[0]
I have to admit I'm surprised by this. Maybe I shouldn't be--can someone explain? I know it can be served easily via ATL, but I'm still surprised it was axed entirely.
It looks like it's just returning back to winter seasonal like it used to be
jayunited wrote:tphuang wrote:The January cuts were pretty minor.
they probably will make 1 last adjustment in second half of January (especially on the new routes starting February), but the big cut was this past weekend. Keep in mind that they are currently down 40% YoY for February and 48% for January. Since demand is improving, they are going to fly more in February than January. So the final adjustments will be pretty minor.
The late January cuts were mostly BOS business market + transcon flights from NYC/BOS-SEA/LAX/LAS. These are probably all reflective of the rising COVID cases + dropping demand from Northeast and west coast.
The trim across the board. Not just new routes.
If you are flying to Florida, things will most likely not change. Out of FLL/MCO, only PVD/DCA saw late January adjustments.
COVID cases are on the rise across the country I think some of the late cuts are reflective of the fact many people who use to live in big cities like New York, Boston, Chicago, San Francisco have left these cities and B6 has a lot more flexibility than AA, DL or UA. I know a few months ago I mocked B6 for adding flight out of EWR only to trim the frequency a few weeks or months later. But the more I look into this the clearer it becomes that a lot of the business travelers, white collar workers, perhaps upper middle class, people who now have the ability to work remotely have abandon a lot of these large cities in the North for cities big and small in the South, and Southwest. I think the slight adjustments we are seeing B6 make are really smart moves because they seem to be following their customer base to these southern cities even if the service isn't daily.
I was talking with a few people here at UA they are not panicking but they are starting to trying to figure out if this shift permanent or if it temporary? Are people selling their house, apartment or condo in these Northern cites and actually buying property in the South and Southwest with no intention of returning? Or are they just renting with the intention of moving back to New York, Chicago, Boston, San Francisco, and other northern cities in 2022 or 2023? From what I'm hearing the jury is still out it is far to early to and not enough data to make a decision either way. Although a legacy carrier like UA has some flexibility we can't do what you are seeing B6 do without jeopardizing the hubs especially if this is only an anomaly and people do eventually move back north. If this isn't an anomaly that is where things get really interesting for an airline like UA (AA and DL already are established in the southeast), because from IAD southwestward to IAH we have nothing but small line stations.
SRQLOT wrote:How many of the JetBlue routes that are going to 0 for February were recently announced? Seems like they have been the new Frontier, just “throwing darts at the board.” I had few chances last year to fly them and glad I did not, and now planning a trip for mid February and they are the cheapest option but I won’t risk it with them.
tphuang wrote:For UA, I think it might mean that IAH and DEN are your most important hub going forward. It might mean LAX and SFO will be closer in size. On the positive side, UA might permanently run the show in Chicago if AA downsizes there. And if there is a permanent shift in population from midwest to warmer climate, maybe DL's 2 hubs in midwest will have trouble competing against 1 larger single hub from UA in ORD. But then again, UA also seems to be facing the brunt of WN pressure at Denver, Houston and Chicago.
The current demand shift and population movement would seem to help AA more than UA/DL. Long term, will the lack of SE hub hurt UA more than it did pre-COVID as more people move to Florida? That's quite possible. It's also possible that UA will benefit from more people moving into Texas. In current environment, I don't see UA having enough resources to build up a new SE hub, so it probably will have to make best use of the hubs that it has.
For someone like me that has lived in NY/NJ area since college, the shifting population dynamics to me plays out in which airport are people choosing in this area. I don't know enough to understand what's going on in other parts of the country. I can see that people are moving out of NYC to NJ/CT/Long Island in huge numbers. Anyone can see that Manhattan offices are mostly empty. I can see satellite office opening in NJ and westchester so that people don't have to take public transit into Manhattan. Is the demand shift to EWR a permanent thing or just due to the more severe lockdown measures in NY state? I think that's something all the major airlines in NYC needs to figure out. Airlines continue to act like LGA slots are worth the weight of gold, but when is that demand coming back? I'm slowly coming around to the idea that EWR will be the preferred airport for more and more people and may eventually be preferred by more people than LGA.
Seat1D wrote:hiflyeras wrote:Seat1D wrote:the new B6 routes out of LAX, there is no data to compare it to so no one, no one knows if the new additions would have been failures even without COVID.
Not sure what happened to SEA and SFO, but when I do a search for February, LAX to SFO, nothing even comes up. SEA is 2x weekly. Looks like CHS is down from 7 weekly to 4.
CUN is down from 14 weekly to 7. PBI looks like its down from 7 to 3 weekly. RIC looks gone for February as well. Cant find SJO non stops out of LAX for Feb. Also looks like LAX to LAS is gone for February- Werent some of these intra west coast routes initially announced as 2x daily. If im wrong, my apologies, I simply used the JB booking engine to search for flights. Its been said by plenty of experts that entering the LAX market where jjust about every ariline under the sun operates certain routes is bound for failure. How many airlines currently fly LAX to SFO-SEA-LAS etc
Looks like someone at B6 finally realized that much of their LAX expansion was doomed to fail? Especially the frequency...2x daily to CUN? Ridiculous. Or maybe this pipe dream was dependant on gates that didn't materialize?
I think they were a little over agressive to say the least but can you really blame them. Who knows what LAX will look like for B6 in the future. Theres not a lot they can do at LAX that isnt already done by a plethora of airlnes. I think it will evntually settle back to what it was pre'pandemic. MIA to LAX will be interesting, to see how that plays out. Good luck to them
tphuang wrote:jayunited wrote:tphuang wrote:The January cuts were pretty minor.
they probably will make 1 last adjustment in second half of January (especially on the new routes starting February), but the big cut was this past weekend. Keep in mind that they are currently down 40% YoY for February and 48% for January. Since demand is improving, they are going to fly more in February than January. So the final adjustments will be pretty minor.
The late January cuts were mostly BOS business market + transcon flights from NYC/BOS-SEA/LAX/LAS. These are probably all reflective of the rising COVID cases + dropping demand from Northeast and west coast.
The trim across the board. Not just new routes.
If you are flying to Florida, things will most likely not change. Out of FLL/MCO, only PVD/DCA saw late January adjustments.
COVID cases are on the rise across the country I think some of the late cuts are reflective of the fact many people who use to live in big cities like New York, Boston, Chicago, San Francisco have left these cities and B6 has a lot more flexibility than AA, DL or UA. I know a few months ago I mocked B6 for adding flight out of EWR only to trim the frequency a few weeks or months later. But the more I look into this the clearer it becomes that a lot of the business travelers, white collar workers, perhaps upper middle class, people who now have the ability to work remotely have abandon a lot of these large cities in the North for cities big and small in the South, and Southwest. I think the slight adjustments we are seeing B6 make are really smart moves because they seem to be following their customer base to these southern cities even if the service isn't daily.
I was talking with a few people here at UA they are not panicking but they are starting to trying to figure out if this shift permanent or if it temporary? Are people selling their house, apartment or condo in these Northern cites and actually buying property in the South and Southwest with no intention of returning? Or are they just renting with the intention of moving back to New York, Chicago, Boston, San Francisco, and other northern cities in 2022 or 2023? From what I'm hearing the jury is still out it is far to early to and not enough data to make a decision either way. Although a legacy carrier like UA has some flexibility we can't do what you are seeing B6 do without jeopardizing the hubs especially if this is only an anomaly and people do eventually move back north. If this isn't an anomaly that is where things get really interesting for an airline like UA (AA and DL already are established in the southeast), because from IAD southwestward to IAH we have nothing but small line stations.
Thanks for a very thoughtful response. I apologize in advance for some very random thoughts jumping off my head.
During this COVID time, it seems to me that NYC/Boston/DC/SF and more recently Chicago have suffered the biggest drop in demand. Geographically speaking, JetBlue was hit really hard by the drop in demand out of NYC/Boston. Although South Florida has been a bright spot during recent time. Among the big 3, it seems to me the geographical element of demand drop hit UA harder than AA/DL. So as you have posted in the united thread, UA has done a lot better at DEN/IAH than EWR/ORD/SFO.
As much as I like to cheer on JetBlue's moves, the reality is that they only made some of these moves because JFK/BOS are among the hardest hit airport and they have to fly the aircraft somewhere. While JetBlue can be more flexible than UA, it's not a ULCC that can just pack stuff up and go to another airport. So their move so far have been to EWR (where demand is higher than LGA/JFK) and to RDU (where there is large NYC transplant population) and add MIA(probably the largest NY transplant market). The shifting demand dynamics may mean they will be larger in South Florida than Boston for a while.
For UA, I think it might mean that IAH and DEN are your most important hub going forward. It might mean LAX and SFO will be closer in size. On the positive side, UA might permanently run the show in Chicago if AA downsizes there. And if there is a permanent shift in population from midwest to warmer climate, maybe DL's 2 hubs in midwest will have trouble competing against 1 larger single hub from UA in ORD. But then again, UA also seems to be facing the brunt of WN pressure at Denver, Houston and Chicago.
The current demand shift and population movement would seem to help AA more than UA/DL. Long term, will the lack of SE hub hurt UA more than it did pre-COVID as more people move to Florida? That's quite possible. It's also possible that UA will benefit from more people moving into Texas. In current environment, I don't see UA having enough resources to build up a new SE hub, so it probably will have to make best use of the hubs that it has.
For someone like me that has lived in NY/NJ area since college, the shifting population dynamics to me plays out in which airport are people choosing in this area. I don't know enough to understand what's going on in other parts of the country. I can see that people are moving out of NYC to NJ/CT/Long Island in huge numbers. Anyone can see that Manhattan offices are mostly empty. I can see satellite office opening in NJ and westchester so that people don't have to take public transit into Manhattan. Is the demand shift to EWR a permanent thing or just due to the more severe lockdown measures in NY state? I think that's something all the major airlines in NYC needs to figure out. Airlines continue to act like LGA slots are worth the weight of gold, but when is that demand coming back? I'm slowly coming around to the idea that EWR will be the preferred airport for more and more people and may eventually be preferred by more people than LGA.
Cointrin330 wrote:SRQLOT wrote:How many of the JetBlue routes that are going to 0 for February were recently announced? Seems like they have been the new Frontier, just “throwing darts at the board.” I had few chances last year to fly them and glad I did not, and now planning a trip for mid February and they are the cheapest option but I won’t risk it with them.
B6 has cut deeply into the February schedule, in certain markets, and added in others. Word is the LAX and EWR expansions are contributing heavily to cash burn. EWR-ATL on B6 is sort of pointless, and calls to mind the fare wars of the 1980s and 1990s where airlines were dumping capacity in some big markets. Some will retreat here, and I suspect it won't be UA or DL since they have the hub strength on each end. The LAX expansion is unfortunately complicated by CA's surging COVID19 cases, lockdowns, and margin erosions since Jet Blue moved LGB routes and capacity up to LAX. I don't think ANY airline's new markets are anything but spitballing while the industry rides out the pandemic.
enilria wrote:MIflyer12 wrote:enilria wrote:I thought CARES required continuance of all stations in the USA. I guess they got an exception.
It will be interesting to see if under CARES 2 the DOT issues another show cause order, just rolls exemptions forward, lets dropped airports go without (IPT, as an example) or what.
My "could be wrong" understanding is that it requires airlines to fly to all destinations served as if the end of CARES1. I am aware of stations that are being readied to reopen with a few days notice. EnjSoon we will be awash in stories about tax dollars paying for empty airplanes. Which will be true.
AVLAirlineFreq wrote:enilria wrote:
**DL CUN-CVG FEB 0.7>0[0.2] MAR 1.0>0[0.2] APR 1.0>0[0.1] MAY 1.0>0[0.1] JUN 1.0>0[0] JUL 1.0>0[0] AUG 1.0>0[0] SEP 1.0>0[0]
I have to admit I'm surprised by this. Maybe I shouldn't be--can someone explain? I know it can be served easily via ATL, but I'm still surprised it was axed entirely.
enilria wrote:EK DXB-SEA FEB 0>0.6[1.1] MAR 0.1>0.6[0.9] APR 1.0>0.5[1.0] MAY 1.0>0.6[1.0] JUN 1.0>0.6[0] JUL 1.0>0.5[0] AUG 1.0>0.6[1.0] SEP 1.0>0.6[1.0]
Nicknuzzii wrote:SRQLOT wrote:How many of the JetBlue routes that are going to 0 for February were recently announced? Seems like they have been the new Frontier, just “throwing darts at the board.” I had few chances last year to fly them and glad I did not, and now planning a trip for mid February and they are the cheapest option but I won’t risk it with them.
The February schedule is pretty solid. What route are you looking at?
SumChristianus wrote:
What do you think about the dynamic on the West Coast/Mountain West? If its similar it could see AA/WN gaining PHX demand at the expense of LAX and Phoenix taking on much greater significance long term than it has now.. Unless DFW/Texas just grow even more.
I've been hearing anecdotally about strong migrations of people from both coasts to small inter-mountain west towns... Like Wyoming/Montana... Does that advantage UA/DL with DEN and SLC respectively, especially UA with all their new EAS contracts to towns out there?
I think there's bigger potential for a long term demand shift to these places than most people realize. Maybe that's just an opinion but there seem to be signs from what I've just anecdotally seen and come across of lots of people moving to the Great Plains/Mountain West as well in addition to what's been mentioned on here already.
izbtmnhd wrote:Nicknuzzii wrote:SRQLOT wrote:How many of the JetBlue routes that are going to 0 for February were recently announced? Seems like they have been the new Frontier, just “throwing darts at the board.” I had few chances last year to fly them and glad I did not, and now planning a trip for mid February and they are the cheapest option but I won’t risk it with them.
The February schedule is pretty solid. What route are you looking at?
The long thin RIC/CHS nonsense for starters.
The half-hearted attempt at PIT/CLE to PBI/RSW as well.
At what point are they going to address the fact they are running out of East Coast gateways and get on with a real domestic expansion?
AC4500 wrote:tphuang wrote:jayunited wrote:
COVID cases are on the rise across the country I think some of the late cuts are reflective of the fact many people who use to live in big cities like New York, Boston, Chicago, San Francisco have left these cities and B6 has a lot more flexibility than AA, DL or UA. I know a few months ago I mocked B6 for adding flight out of EWR only to trim the frequency a few weeks or months later. But the more I look into this the clearer it becomes that a lot of the business travelers, white collar workers, perhaps upper middle class, people who now have the ability to work remotely have abandon a lot of these large cities in the North for cities big and small in the South, and Southwest. I think the slight adjustments we are seeing B6 make are really smart moves because they seem to be following their customer base to these southern cities even if the service isn't daily.
I was talking with a few people here at UA they are not panicking but they are starting to trying to figure out if this shift permanent or if it temporary? Are people selling their house, apartment or condo in these Northern cites and actually buying property in the South and Southwest with no intention of returning? Or are they just renting with the intention of moving back to New York, Chicago, Boston, San Francisco, and other northern cities in 2022 or 2023? From what I'm hearing the jury is still out it is far to early to and not enough data to make a decision either way. Although a legacy carrier like UA has some flexibility we can't do what you are seeing B6 do without jeopardizing the hubs especially if this is only an anomaly and people do eventually move back north. If this isn't an anomaly that is where things get really interesting for an airline like UA (AA and DL already are established in the southeast), because from IAD southwestward to IAH we have nothing but small line stations.
Thanks for a very thoughtful response. I apologize in advance for some very random thoughts jumping off my head.
During this COVID time, it seems to me that NYC/Boston/DC/SF and more recently Chicago have suffered the biggest drop in demand. Geographically speaking, JetBlue was hit really hard by the drop in demand out of NYC/Boston. Although South Florida has been a bright spot during recent time. Among the big 3, it seems to me the geographical element of demand drop hit UA harder than AA/DL. So as you have posted in the united thread, UA has done a lot better at DEN/IAH than EWR/ORD/SFO.
As much as I like to cheer on JetBlue's moves, the reality is that they only made some of these moves because JFK/BOS are among the hardest hit airport and they have to fly the aircraft somewhere. While JetBlue can be more flexible than UA, it's not a ULCC that can just pack stuff up and go to another airport. So their move so far have been to EWR (where demand is higher than LGA/JFK) and to RDU (where there is large NYC transplant population) and add MIA(probably the largest NY transplant market). The shifting demand dynamics may mean they will be larger in South Florida than Boston for a while.
For UA, I think it might mean that IAH and DEN are your most important hub going forward. It might mean LAX and SFO will be closer in size. On the positive side, UA might permanently run the show in Chicago if AA downsizes there. And if there is a permanent shift in population from midwest to warmer climate, maybe DL's 2 hubs in midwest will have trouble competing against 1 larger single hub from UA in ORD. But then again, UA also seems to be facing the brunt of WN pressure at Denver, Houston and Chicago.
The current demand shift and population movement would seem to help AA more than UA/DL. Long term, will the lack of SE hub hurt UA more than it did pre-COVID as more people move to Florida? That's quite possible. It's also possible that UA will benefit from more people moving into Texas. In current environment, I don't see UA having enough resources to build up a new SE hub, so it probably will have to make best use of the hubs that it has.
For someone like me that has lived in NY/NJ area since college, the shifting population dynamics to me plays out in which airport are people choosing in this area. I don't know enough to understand what's going on in other parts of the country. I can see that people are moving out of NYC to NJ/CT/Long Island in huge numbers. Anyone can see that Manhattan offices are mostly empty. I can see satellite office opening in NJ and westchester so that people don't have to take public transit into Manhattan. Is the demand shift to EWR a permanent thing or just due to the more severe lockdown measures in NY state? I think that's something all the major airlines in NYC needs to figure out. Airlines continue to act like LGA slots are worth the weight of gold, but when is that demand coming back? I'm slowly coming around to the idea that EWR will be the preferred airport for more and more people and may eventually be preferred by more people than LGA.
UA probably has the worst connection flow to Florida amongst the US big 3. AA has SE hubs in CLT and MIA and DL has ATL. The closest "southern" hub that UA has to offer is IAH, which doesn't really work for east coast customers traveling to Florida. This is why we're seeing UA open P2P routes from the east coast to Florida, offering $21 one-way fares from NYC/Boston to Florida. I certainly agree that going forward, hubs in the middle of the US will end up performing better, like DEN and IAH with more efficient connection flow, while the coastal hubs like SFO and EWR will suffer more since they provide less efficient domestic connection flow, contributing to more fuel burn and backtracking. Not to mention that the major coastal cities are generally more densely populated, leading to more COVID cases and stricter lockdown/quarantine restrictions, and as a result, people are moving away from these densely populated cities as the prevalence of remote working continues to steadily increase overtime.
However, as tphuang pointed out, if EWR does indeed have higher demand than JFK/LGA, then UA will have a much easier time recovering in the NYC market than B6/DL will.
klm617 wrote:AC4500 wrote:tphuang wrote:
Thanks for a very thoughtful response. I apologize in advance for some very random thoughts jumping off my head.
During this COVID time, it seems to me that NYC/Boston/DC/SF and more recently Chicago have suffered the biggest drop in demand. Geographically speaking, JetBlue was hit really hard by the drop in demand out of NYC/Boston. Although South Florida has been a bright spot during recent time. Among the big 3, it seems to me the geographical element of demand drop hit UA harder than AA/DL. So as you have posted in the united thread, UA has done a lot better at DEN/IAH than EWR/ORD/SFO.
As much as I like to cheer on JetBlue's moves, the reality is that they only made some of these moves because JFK/BOS are among the hardest hit airport and they have to fly the aircraft somewhere. While JetBlue can be more flexible than UA, it's not a ULCC that can just pack stuff up and go to another airport. So their move so far have been to EWR (where demand is higher than LGA/JFK) and to RDU (where there is large NYC transplant population) and add MIA(probably the largest NY transplant market). The shifting demand dynamics may mean they will be larger in South Florida than Boston for a while.
For UA, I think it might mean that IAH and DEN are your most important hub going forward. It might mean LAX and SFO will be closer in size. On the positive side, UA might permanently run the show in Chicago if AA downsizes there. And if there is a permanent shift in population from midwest to warmer climate, maybe DL's 2 hubs in midwest will have trouble competing against 1 larger single hub from UA in ORD. But then again, UA also seems to be facing the brunt of WN pressure at Denver, Houston and Chicago.
The current demand shift and population movement would seem to help AA more than UA/DL. Long term, will the lack of SE hub hurt UA more than it did pre-COVID as more people move to Florida? That's quite possible. It's also possible that UA will benefit from more people moving into Texas. In current environment, I don't see UA having enough resources to build up a new SE hub, so it probably will have to make best use of the hubs that it has.
For someone like me that has lived in NY/NJ area since college, the shifting population dynamics to me plays out in which airport are people choosing in this area. I don't know enough to understand what's going on in other parts of the country. I can see that people are moving out of NYC to NJ/CT/Long Island in huge numbers. Anyone can see that Manhattan offices are mostly empty. I can see satellite office opening in NJ and westchester so that people don't have to take public transit into Manhattan. Is the demand shift to EWR a permanent thing or just due to the more severe lockdown measures in NY state? I think that's something all the major airlines in NYC needs to figure out. Airlines continue to act like LGA slots are worth the weight of gold, but when is that demand coming back? I'm slowly coming around to the idea that EWR will be the preferred airport for more and more people and may eventually be preferred by more people than LGA.
UA probably has the worst connection flow to Florida amongst the US big 3. AA has SE hubs in CLT and MIA and DL has ATL. The closest "southern" hub that UA has to offer is IAH, which doesn't really work for east coast customers traveling to Florida. This is why we're seeing UA open P2P routes from the east coast to Florida, offering $21 one-way fares from NYC/Boston to Florida. I certainly agree that going forward, hubs in the middle of the US will end up performing better, like DEN and IAH with more efficient connection flow, while the coastal hubs like SFO and EWR will suffer more since they provide less efficient domestic connection flow, contributing to more fuel burn and backtracking. Not to mention that the major coastal cities are generally more densely populated, leading to more COVID cases and stricter lockdown/quarantine restrictions, and as a result, people are moving away from these densely populated cities as the prevalence of remote working continues to steadily increase overtime.
However, as tphuang pointed out, if EWR does indeed have higher demand than JFK/LGA, then UA will have a much easier time recovering in the NYC market than B6/DL will.
United has a hub at Dullas.
jbs2886 wrote:enilria wrote:EK DXB-SEA FEB 0>0.6[1.1] MAR 0.1>0.6[0.9] APR 1.0>0.5[1.0] MAY 1.0>0.6[1.0] JUN 1.0>0.6[0] JUL 1.0>0.5[0] AUG 1.0>0.6[1.0] SEP 1.0>0.6[1.0]
So far it looks like the naysayers are wrong that EK will not come back with Qatar's addition. EK adds February flights, although decreases from daily through September.
ytib wrote:enilria wrote:Chuska wrote:I thought they flew these last year? I guess not.
*DL JNU-SEA JUN 0>1.0[0] JUL 0>1.0[0.7] SEP 0>1.0[0]
*DL KTN-SEA JUN 0>1.0[0] JUL 0>1.0[0.7] SEP 0>1.0[0]
DL did fly them in 2019. This is now comparing 2021 over 2020. Oops. Gotcha!
Happy New Year and thanks again for all you do with this.
I do know how it works.I thought CARES required continuance of all stations in the USA. I guess they got an exception.
They did fly to Juneau in 2020 but it was July and August only. The other cities may have been on a waiver.
In 2021 the cruise ship season is going longer than usual in SE Alaska with some ships into October. In the past Delta has filed for full in September but usually will pull back towards Labor Day later.
One of the larger items is how far out will Canada move the cruise ship ban for their ports. Based on the registration of the ships they have to stop at a non-US port during their voyage otherwise they cannot do the SE Alaska trips. The cruise ship industry drives tourism in SE Alaska.