Webinar

2024 Airline Outlook: Fares Key as Costs Rise for US Airlines

On Demand
Duration: 60 Minutes
Original Date: February 21, 2024

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Join Tom Orlik of Bloomberg Economics, Rose Oates of BloombergNEF and George Ferguson of Bloomberg Intelligence for a look at what the year ahead has to hold for the US airlines. Tom Orlik will discuss whether the economic outlook for the US and key international destinations will support stronger demand. George Ferguson will detail capacity plans for the major full-service and low-cost carriers and the expected effect on air fares. He’ll also touch on airlines most affected by the Pratt and Whitney geared turbofan inspection program and Boeing’s 737 production cap. Rose Oates will wrap things up with commentary on the Sustainable Aviation Fuel market, including airline activity in setting targets, forming partnerships and signing offtake agreements. She will also present expected levels of SAF production capacity over the coming years based on announced projects.

Speakers

Tom Orlik

Chief Economist

Bloomberg

Tom Orlik is Bloomberg’s Chief Economist, based in Washington DC. Previously, Tom was the Chief Asia economist for Bloomberg and China economics correspondent for The Wall Street Journal, based in Beijing. Prior to a decade in China, he worked at the British Treasury, European Commission, and International Monetary Fund. He is the author of Understanding China’s Economic Indicators (FT Press) and China: The Bubble that Never Pops (OUP).

George Ferguson

Senior Analyst

Bloomberg Intelligence

George Ferguson IV is a senior aerospace, defense & airline analyst at Bloomberg Intelligence. George specializes in global aerospace, defense and air transport, leading research on the return of the Boeing 737 Max. Prior to joining Bloomberg, George was a senior investment analyst focused on industrial companies for global equity and debt funds at BlackRock and Merrill Lynch Investment Managers. He is also a former US Army intelligence officer, serving as the battalion intelligence officer (S2) for the 744th Military Police Battalion deployed to Iraq for Operation Iraqi Freedom in 2003. George began his 14-year Army Reserve career as an infantry soldier in a mechanized infantry battalion. He earned his MBA from the Graduate School of Management at Rutgers University and is a CFA charter holder and a private pilot.

Rose Oates

Senior Associate, Renewable Fuels

BloombergNEF

Rose is an Associate in the Renewable Fuels team at BloombergNEF, based in London. She covers advanced biofuels and e-fuels markets, the policies shaping them and their role in decarbonizing the transport sector. Before joining Bloomberg, Rose was a researcher at Imperial College London, where she completed a PhD in Material Science.

Access a broad range of analysis, research, insight and actionable ideas with Bloomberg webinars.