In part one, Jay and Meghna discuss the latest transatlantic expansion announcements from United and American Airlines and what they reveal about how US carriers are rethinking their European strategies. In part two, the conversation turns to the A321XLR, the narrow body aircraft making these new routes possible, and whether its heavy reliance on premium demand is a strength or a risk.
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00:00 Welcome and agenda
02:05 United Europe expansion
04:52 American routes and Philly hub
09:37 Why transatlantic is shifting
11:19 Partners and new entrants
15:29 Delta moves and break
16:39 A321XLR overview
17:58 Who ordered the XLR
19:57 Delta skips the XLR
25:35 Economics and range limits
30:36 Wrap up and subscribe
