An unvarnished, analytically supported view on the most talked-about issues in the airline business: the people running the airlines, labor unions, competition, Wall Street, and government's influence in one of the world's most interesting industries.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 262 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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swelbar.substack.comLatest Issues
NYT Opinion: U.S. Airlines Are Just “Credit Cards with Wings” -- A Source of Capital Not Available to All
Washington does need to sit down and listen to the concerns and ideas from what remains of the Value Airline sector operating today - not about new entrants. Remember when short line railroads came of age.
Last week, a guest opinion essay...
JSX: All About Wealthy Metros and Enclaves -- Its DNA Is Premiumization -- Its Intrinsic Value Increases Every Day
Big airlines need access to large metro areas that are home to absolute levels of wealth. JSX strategically targets the concentrated enclaves of wealth. The tactical meets the strategic.
THE TACTICAL DEFENSE OF THE COMPARATIVE ADVANTAGE ST...
The Dispute Between ALPA And a New Entrant Airline Is a Conundrum and Will Be No Breeze
Breeze pilots represented by ALPA request mediation. This is CONSEQUENTIAL.
This day was going to come. It is now here. And it is potentially a really big deal - at least for airlines considered in the Value Airline and New Entrant categor...
Rethinking Old Thinking About the Efficacy of Global Alliance Models in Certain Geographies
U.S. Airline Network Development Since Early Alliance Formation + Premiumization + Smaller Aircraft Increasing Fragmentation in International Markets ++ = Rethink??
This post has been partially written for weeks. It began when United CEO S...
Vector Labor Day: On Final
The Market Will Procter the Post-Labor Day Financial Sustainability Exam Again in 2026
Over the past weeks the number of stories about American’s cabin upgrades and Southwest and lounges leave me bored and yawning. Many months ago, the top...
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Authors
The writers behind this newsletter.
Swelbar is a known speaker/expert witness regarding the economics of commercial air transport. Currently the Chief Industry Analyst at The Swelbar-Zhong Consultancy - An Economic Analysis and Research Firm focused on commercial aviation.
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