Monday Insight – April 26, 2021

Traffic “Recovery” –
Mixed Messages In A New Set of Airline Strategies

Let’s look at the latest long-term forecast from Airports:USA:

 

Based on known and expected capacity decisions in the airline industry, we’re still looking at 2021 clocking in with @620 million enplanements, even with a strong second half..

But a lot is hanging on the hope for a true demand spike in the third and fourth quarters.