Source Library

Bureau of Transportation Statistics. T-100 domestic and international segment data. Monthly traffic, capacity, and performance metrics for all carriers.

DOT Air Travel Consumer Report

Monthly on-time performance, cancellations, mishandled baggage, and consumer complaints by carrier.

EIA Jet Fuel Prices

Energy Information Administration. Weekly jet fuel spot prices and trends.

FAA Data & Research

Federal Aviation Administration. Air traffic data, forecast reports, and regulatory filings.

Berkshire Hathaway Sources

Berkshire Annual Shareholder Letters →
Warren Buffett's annual letters to shareholders. Contains airline commentary in 2007, 2016-2020 letters.
Berkshire 13F Holdings →
Quarterly holdings disclosure. Track airline position sizes from Q3 2016 through Q1 2020.
Annual Meeting Transcripts →
CNBC coverage of Berkshire annual meetings. Key airline commentary at 2017, 2018, 2020 meetings.

Industry Analysis

IATA Economics

International Air Transport Association. Global industry forecasts, profitability reports, and economic analysis.

Airlines for America (A4A)

US airline industry trade group. Annual reports, economic data, and policy analysis.

All data in this system is sourced from public filings and official government databases. Every claim includes a source reference. Always verify against primary sources for investment decisions.