IAA State Safety Programme for Ireland

DAB070923

EI-HEA Airbus A330-322(F) c/n 116 ASL Airlines Ireland Ferried Leipzig-Châteauroux 02/09/23.
OE-ISK Airbus A330-223 c/n 802 Avolon Aerospace at South Texas Regional 02/09/23.
SU-BVJ Airbus A320-251N c/n 11218 Air Cairo Delivered Montpellier-Cairo 01/09/23 ex LZ-DCP.

@ByERussell "If Alaska is competing in the intra-California market, it is competing against Southwest." So with Southwest bowing out of SFO-Burbank, Alaska sees its chance, writes @crankyflier.
@ByERussell While there were some disappointments in @AlaskaAir's latest guidance, the airline still has "among the best y/y trends in 2023 and likely into 2024," and some of the strongest margins among U.S. airlines, as Raymond James analyst Savanthi Syth put it.
@ByERussell Remember when we questioned former @SouthwestAir CEO Gary Kelly's forecast of a 5-10 year biz travel recovery from Covid? He's looking increasingly prescient with Southwest undertaking a complicated network rework to reflect fewer road warriors. $LUV.
@ByERussell "We believe [American] will now have to rebuild JFK/LGA by shifting capacity away from higher profitability hubs and with the lack of [JetBlue] feed," Raymond James analyst Savanthi Syth wrote. Raises Qs on AA's comments of minimal financial impact from ending the alliance.
@David_Slotnick United Airlines CEO Scott Kirby: "We're now working more than ever to mitigate the impact of weather congestion and other infrastructure constraints at Newark."