Today's briefing

Aviation news · Analysis
IATA Halved Its 2026 Airline Profit Forecast. The Same Fuel Shock Hits Six Regions Six Different Ways.
The industry's fuel bill jumps from $252 billion to $350 billion this year, and profits shrink to $23 billion. The regional table underneath is the story: the Middle East swings from the world's best per-passenger profit to its worst, Europe's hedges buy a year, and largely unhedged North America keeps the top of the ladder anyway.
June 9, 2026 · 6 min read
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Aviation news · Analysis
Philippine Airlines Joins oneworld. The Alliance Is Adding Coverage, Not Scale.
June 9, 2026 · 5 min read

Aviation news · Analysis
Why United Doesn't Need to Buy JetBlue: Blue Sky Is the Merger Without the Balance Sheet
May 30, 2026 · 7 min read

Aviation news · Analysis
The FAA Just Cut Its Controller Target. Three Rules Made the Old Number Impossible Anyway.
May 21, 2026 · 8 min read

Labor · Flight attendants
United's New Flight Attendant Deal: How It Compares to American's and Delta's, and What It Costs UAL
May 18, 2026 · 5 min read