The Aviation Conversation

Could FedEx retirements signal cargo weakening, Lufthansa’s unprecedented pivot, & Rebalancing supply and demand with costs

IBA's Neil Fraser CFA, Manager - Airline Analysis, William McClintock, Manager - Consulting, and Piotr Grobelny, Aviation Analyst, share their insights on the latest stories in global aviation.

In this episode:

  • Are FedEx retirements another signal of continued cargo weakening?
  • The rebalancing of supply and demand with an uncertain cost future
  • Lufthansa’s unprecedented pivot from optional green fares to a mandatory surcharge

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