What’s Up in the Air?

As you may have seen in the headlines, the airline sector has seen quite their fair share of volatility recently. Since the start of COVID shutting down air travel to then returning back to pre-pandemic levels and then exceeding those levels, the airline sector has been receiving its own fair share of market turbulence. But as the aerospace market continuing to grow on a global basis, with more interest in commercial travel than ever seen before, airlines are needing more lift for takeoff. And with the supply chain still stressed, the sector’s landscape may be due for a reset. But what are their options here? And what is the path ahead? On this episode of Disruptive Forces, host Anu Rajakumar brings back Michael Barr, Senior Research Analyst covering aerospace and transportation to shed light on the evolving status of the sector and what opportunities could arise as a result of the developments happening across the industry.

 

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