Earlier this month I wrote in this awin-only story about how an arbitrator's decision on a labor contract for Air Canada's pilots has given the carrier a lot more flexibility on its fleet, which it plans to make use of for a fleet restructuring with numerous implications and opportunities.
For example, the carrier says it might gradually shift as many as 30 Airbus A319s and 20 Boeing 767s from its mainline operations to a new low-cost carrier subsidiary, which could start service next year. That, in turn, could entail finding narrowbody replacements before the end of the decade for A319s leaving the mainline. And the airline says it might ditch its 45 Embraer 190 jets.
Last week, Addison Schonland at Innovation Analysis Group interviewed me to discuss these developments and their potential implications, including the possibility of an opportunity for the Bombardier CSeries. You can listen to the podcast here.