There is concern among Tier 1 leader that the air transport segment is becoming structurally unattractive and less worthy of investment than its alternatives.

When five highly regarded and diverse business visionaries all bet on a similar supply chain approach, it certainly merits our attention.

Sales prices for Airbus A320s and Boeing 737s over the past 15 years have barely budged, even as fictional list prices have marched steadily upward.