Is the industry's push for 15-20% fuel efficiency gains fundamentally incompatible with the time-on-wing reliability that LCCs built their business models on? Well, firstly,

let's go back a few years.

The history of the GTF starts with the Superfan and the 340 goes back a long way.

And Pratt & Whitney tried to roll the dice with the Superfan and then they let Airbus down because they decided not to do the engine.

And suddenly the 340 had to go with the CFM56.

Turns out, I mean, the CFM56 is the baseline benchmark for reliability, the most reliable airplane engine ever made.

Boeing and Airbus, accounting for 95% of deliveries in the world, needed to do something to take it to the next level.

If you had to bet on one technology, whether it's hydrogen or SAF or radical airframes, you know, what Jet Zero is trying to do with the blended wing, where is your money going? Oh,

Is the industry's push for 15-20% fuel efficiency gains fundamentally incompatible with the time-on-wing reliability that LCCs built their business models on? Well, firstly,

let's go back a few years.

The history of the GTF starts with the Superfan and the 340.

Goes back a long way.

And Pratt & Whitney tried to roll the dice with the Superfan and then they let Airbus down because they decided not to do the engine.

And suddenly the 340 had to go with the CFM56.

Turns out, I mean, the CFM56 is the baseline benchmark for reliability, the most reliable airplane engine ever made.

If you had to bet on one technology, whether it's hydrogen or SAF or radical airframes, you know, what Jet Zero is trying to do with the blended wing, where is your money going? Oh,

The Indian regulator, DGCA, and the Competition Council of India as well, You know, it makes one wonder if they are equipped to handle a duopoly or will we see a repeat of the US market where fortress hubs literally allow legacy carriers to keep fares artificially high for decades? Are we entering that phase? Even, you know, just a couple of days back, there was a circular out by the DGCA on free allocation of seats, which has now been rolled back.

Yeah, but just before I get to that subject, I want to add to some of the thoughts Thomas has shared, which were exactly on target.

One of the things that's interesting about the Southwest case and in the US, when you have industry load factors, now, obviously, we don't have a duopoly.

We have basically for big carriers, but still given the size and the maturity of the market, they act as a club, if you like, and which I'll get you a predictive pricing.

The interesting thing is with the Southwest situation, when you've got 75, 80% load factors and you have this meltdown, there's nowhere for the traffic to go.

It takes three days is the estimate for the airlines to clear that traffic and move it.

It, It took Southwest probably 10 days to get their program and their systems, their network back to some kind of a rhythm.

Admittedly, Vasu Raja's words have not aged well, but what do you think?

The Indian regulator, DGCA, and the Competition Council of India as well, You know, it makes one wonder if they are equipped to handle a duopoly or will we see a repeat of the US market where fortress hubs literally allow legacy carriers to keep fares artificially high for decades? Are we entering that phase? Even, you know, just a couple of days back, there was a circular out by the DGCA on free allocation of seats, which has now been rolled back.

Yeah, but just before I get to that subject, I want to add to some of the thoughts Thomas has shared, which were exactly on target.

One of the things that's interesting about the Southwest case and in the US, when you have industry load factors, now, obviously, we don't have a duopoly.

We have basically for big carriers, but still given the size and the maturity of the market, they act as a club, if you like, and which I'll get you a predictive pricing.

The interesting thing is with the Southwest situation, when you've got 75, 80% load factors and you have this meltdown, there's nowhere for the traffic to go.

It takes three days is the estimate for the airlines to clear that traffic and move it.

It, It took Southwest probably 10 days to get their program and their systems, their network back to some kind of a rhythm.

Admittedly, Vasu Raja's words have not aged well, but what do you think?