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

The Aviation Conversation

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The Aviation Conversation

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

June 28, 2024

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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