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Sharp analysis of aviation cycles, capital decisions, and the operating logic investors miss. Filterable below.

2026.06Airports

Singapore and Hong Kong: Two Paths Through the Same Disruption

How fleet, treaty, and capital decisions made between 2020 and 2024 are determining who captures the post-Middle East passenger wave — and why both airlines are responding in the only way their circumstances allow

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2026.08Operators

Virgin Australia's Shrinking Network: A Short-Term Optimisation with Long-Term Costs

To infinity and back again. Virgin Australia's network is shrinking just as Qantas Group's expands — and the gap is structural, not cyclical.

2026.06Airports

Go West, They Said. The Register Says Otherwise.

The government made a fanfare of Emirates and Qatar receiving increased traffic rights to Western Sydney. The bilateral arrangements tell a different story. We examine what would actually compel UAE or Qatar carriers to grow into Western Sydney — or deploy those rights somewhere else entirely.

2026.06Operators6 min

Qantas does not let flight credits expire. Virgin Australia should do the same.

Australia's two major airlines now sit on opposite sides of a simple test: when a customer's flight doesn't happen, whose money is it?

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