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State of the Aviation Industry (part 2) feat. Thomas Jaeger & Addison Schonland
Season 1
Episode 66
Published 1 month, 3 weeks ago
Description
Episode 66 of The Indian AvGeek is part 2 of one of the most substantive conversations this show has ever hosted, and it goes deeper.
Thomas Jaeger (Founder, ch-aviation) and Addison Schonland (Founder, AirInsight Group) are back, and this time the conversation turns to the questions that keep airline executives, analysts, and engineers up at night.
We start with the engine crisis, and the numbers are stark. ch-aviation data puts the global AoG count at somewhere between 300 and 500+ aircraft grounded due to engine-related issues. GTF shop visit turnarounds have ballooned from 60 days to over 300. The question isn't whether MRO capacity is under pressure; it's whether it can realistically calibrate itself before 2027 or whether we're staring at a structural deficit that reshapes how airlines plan their fleets entirely.
✈️ Boeing vs. Airbus dilemma: For an airline needing capacity in 2028, which is the bigger gamble: Boeing’s quality recovery or Airbus’s decade-long backlog?
✈️ Air India’s complexity tax: Is the "New Air India" big enough to ignore the economic nightmare of a highly fragmented mixed fleet?
✈️ Ancillary crutch: Thomas breaks down whether the global industry would even be profitable today if core ticket prices weren't masked by convenience fees & baggage charges
✈️ Green-time bubble: Why airlines are scrambling for vintage engines just to stay in the air
✈️ Future of flight: From Boom’s "Symphony" engine to the massive infra mountain JetZero (BWB) must climb, mirroring the A380’s difficult entry, we separate the paper planes from the future of flight
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