Big three US airlines given a lift from gains in cargo business
The big three US airlines cruised into 2025 on strong gains in their core passenger ...
JBHT: STATUS QUO GM: PARTNERSHIP UPDATEEXPD: NOT SO BULLISHEXPD: LEGAL RISK UPDATE WTC: LOOKING FOR DIRECTIONTSLA: SERIOUS STUFFF: STOP HEREDSV: BOUNCING BACK HD: NEW DELIVERY PARTNERSKNX: SOLID UPDATE PG: WORST CASE AVOIDEDKNX: KEEP ON TRUCKING GM: UPGRADE
JBHT: STATUS QUO GM: PARTNERSHIP UPDATEEXPD: NOT SO BULLISHEXPD: LEGAL RISK UPDATE WTC: LOOKING FOR DIRECTIONTSLA: SERIOUS STUFFF: STOP HEREDSV: BOUNCING BACK HD: NEW DELIVERY PARTNERSKNX: SOLID UPDATE PG: WORST CASE AVOIDEDKNX: KEEP ON TRUCKING GM: UPGRADE
Some movement in airline alliances today. Latam has applied for antitrust immunity for joint-ventures with both IAG and American Airlines. While cargo doesn’t appear to be mentioned in the deal, IAG Cargo has recently set up several freight partnerships, and Latam could be a nice fit. Separately, however, all is not well in AA’s and IAG’s alliance, oneworld. Fellow member Qatar Airways is getting understandably irritated with AA’s position on the Gulf carriers. Outspoken CEO Akbar Al Baker told media this month: “We could form our own mini-alliance if we wanted to.” Qatar Airways, of course, owns 10% of AA partner IAG.
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