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Delta’s aggressiveness in Seattle could drive Alaska Airlines into the arms of American Airlines. Alaska and JetBlue are two of the remaining chess pieces in any future airline consolidation game.
During Alaska’s earnings call on Thursday, Andrew Harrison, vice president of planning and revenue management, said the two airlines are talking, which isn’t surprising given that Delta is engaged in an effort to bulk up its flying into Alaska’s Seattle hub and plans to compete with Alaska on a variety of key domestic routes.
Conceivably, American could act as a white knight. Both American and Delta have code-share agreements with Alaska.