Group 1 - American Airlines' CFO noted that some travelers are avoiding Newark Liberty International Airport due to recent disruptions, but the impact is described as "modest" [1] - There is a shift in passenger bookings from Newark to other airports such as LaGuardia, JFK, and to a lesser extent, Philadelphia [1] - The Federal Aviation Administration (FAA) has ordered airlines to temporarily reduce flights at Newark to alleviate congestion caused by a shortage of air traffic controllers, equipment outages, and runway construction [2] Group 2 - Recent bad weather has also contributed to the disruptions at Newark Liberty International Airport [2]

V i e w p o i n t | The overall capacity growth is +8% YoY in June and the capacity growth into US is +4%, and the capacity growth into Europe is +10%. Cancelled sailings decreased to 8.0% this week (vs. 9.8% last week), higher than previous year level of 5.5%. Total number of scheduled sailings increased c.+11% YoY. Idling rate decreased to 4.0% by TEU (vs. 4.5% last week) this week, with ten- year average at 4.5% by TEU. Schedule reliability improved in March to 57.5% (vs 54.5% in previous month). 09 May ...