When will airlines reach their 2019 traffic levels? What structural changes will occur in the MRO industry? Which aircraft will return to passenger service, which will be converted to cargo configuration and which will be torn down (and what’s the price that would make that feasible)? Like you, I wish I could provide precise answers. By the middle of the year, there should be improvement as Northern Hemisphere summer travel picks up. If COVID-19 vaccinations stay on track, the third and fourth quarters should be better for airline travel—including resumption of more business travel.
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