Delta Confronts the Oil Price Crisis

Delta Confronts the Oil Price Crisis

Author: Skift April 9, 2026 Duration: 41:43
Delta’s latest results are in and the fuel price challenge is front and center. Gordon, Jay, and Meghna dive into what the numbers say about the airline’s strategy and resilience. In part two, the conversation turns to Southwest and the next chapter of its transformation story. Follow the Hosts:  Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠ Connect with Airline Weekly LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Airline_Weekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/airlineweekly/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the airline and travel industries. 00:59 Delta Q1 Headline Numbers 01:54 Fuel Spike and Q2 Outlook 03:29 Earnings Call Tone 04:07 Premium Demand Holds 05:29 Main Cabin Inflection 06:48 Why Demand Stays Strong 11:12 High Fuel Means Consolidation 13:04 JetBlue Merger Speculation 17:42 Oil Volatility and 2008 Parallels 20:22 Premium Segmentation Tease 21:18 Delta Premium Basics 21:54 Tech Ops Profit Engine 22:27 Cargo Refinery Upside 23:14 Premium Seats Strategy 24:26 Post Pandemic Cost Reality 25:34 Wrap Part One 26:12 Listener Reminders Break 26:36 Idea Awards Spotlight 29:25 How To Enter Awards 31:35 Southwest 2.0 Pitch 33:23 Culture And Activist Push 35:34 Passenger Reactions Mixed 37:21 Middle Market Risk 39:44 Final Thanks Signoff

Step inside the Airline Weekly Lounge, a podcast from Skift where the editors behind the industry publication gather for a deeper, more conversational look at the world of commercial flight. This isn't just a recap of headlines; it's a focused exploration of the complex forces shaping how airlines operate, compete, and ultimately survive. Each episode digs into the week's most intriguing developments, from fleet strategies and route networks to labor dynamics and the evolving culture of travel, always with a keen eye on the bottom line. The central, driving question remains: how do carriers actually turn a profit in this famously volatile business? You'll hear analysis that connects financial results to real-world operations, discussing everything from premium cabin innovations and loyalty program economics to airport politics and environmental pressures. The tone is informed and accessible, peeling back the layers on both major global network carriers and regional players. For anyone curious about the business realities behind their boarding pass, this podcast offers a regular dose of context and clarity, revealing the intricate balance of economics, service, and strategy that keeps the industry aloft. Join the editors in the lounge for a perspective that goes beyond the news cycle.
Author: Language: English Episodes: 423

Airline Weekly Lounge
Podcast Episodes
Delta's Bad Week in the News [not-audio_url] [/not-audio_url]

Duration: 27:31
Georgia's controversial new elections law caused a public relations nightmare for Delta Air Lines and its CEO Ed Bastian, whose first, tepid comment on the law caused immense blowback and calls to boycott the airline. Ba…
Will It Be a Cruel, Cruel Summer? [not-audio_url] [/not-audio_url]

Duration: 27:44
Qatar Airways thinks leisure and visiting friends and relatives traffic will rebound this summer, and it thinks it has the right fleet for the moment. And Eurowings is betting the same, planning its first routes in Europ…
Is the Airline Industry's Bullishness Misplaced? [not-audio_url] [/not-audio_url]

Duration: 26:27
U.S. airline CEOs are pretty confident that they've turned the corner. The pandemic isn't in the rearview mirror yet, but they're fairly certain travel will rebound this summer, and some think their airlines will return…
Frontier's IPO: Crazy or Crazy Like a Fox? [not-audio_url] [/not-audio_url]

Duration: 27:51
In this week's episode, Airline Weekly colleagues Edward "Ned" Russell and Madhu Unnikrishnan get into why going public may not be the craziest idea of an airline, despite the once-in-a-century industry-wide crisis. They…
Cargo and Maxes [not-audio_url] [/not-audio_url]

Duration: 28:04
Much of the world is trapped at home and shopping online. Who's transporting all those goods? Airlines, and cargo. has been the one silver lining in the airline's terrible pandemic year. But it's not a savior; airlines s…
The Opportunities Norwegian Air Is Leaving Behind [not-audio_url] [/not-audio_url]

Duration: 25:13
Norwegian's retrenchment is providing opportunities for all sorts of airlines, like Finnair, United, and Virgin Atlantic, Airline Weekly colleagues Edward "Ned" Russell and Madhu Unnikrishnan say in this week's episode.…
United Channels 'The Jetsons' With Electric Air Taxis [not-audio_url] [/not-audio_url]

Duration: 20:27
United's plan to bridge the "last mile" with electric aircraft is ambitious, especially since the FAA hasn't approved any electric engines for flight yet. Meanwhile, Spirit could have its 2019 capacity back by this summe…
Now Is When Sun Country Plans IPO? [not-audio_url] [/not-audio_url]

Duration: 26:40
Sun Country has been planning to go public for more than a year, but it made it official now, during the worst crisis to hit the airline industry. Airline Weekly colleagues Edward Russell and Madhu Unnikrishnan talk abou…
Will 2021 Be Any Better? [not-audio_url] [/not-audio_url]

Duration: 28:17
The six largest U.S. airlines have reported their fourth-quarter and full-year 2020 results, and while we knew last year was historically bad, it doesn't look like this year will be any better. Airline Weekly colleagues…
Why the A220 Works Now [not-audio_url] [/not-audio_url]

Duration: 27:38
Airbus has a winner with the A220, and airlines are just starting to discover what they can do with the aircraft’s size and range. Chris Sloan, publisher of theairchive.net joins for a discussion on the A220 and the Boei…