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Hedging and Value in the U.S. Airline Industry

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Author Info
David A. Carter
Daniel A. Rogers
Betty J. Simkins
Abstract

This article discusses the findings and practical import of the authors' study of the fuel hedging activity of 28 U.S. airlines during the period 1992-2003. The aim of the study was to answer the following question: Does fuel hedging add value to the airlines and, if so, how? The airline industry provides a natural experiment for investigating the relation between hedging and value for a number of reasons: (1) the industry is by and large competitive and remarkably homogeneous; (2) airlines are exposed to a single, volatile input commodity-jet fuel-that represents a major economic expense for all competitors; and (3) fuel price increases cannot be easily passed through to customers because of competitive pressures in the industry. 2006 Morgan Stanley.

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File URL: http://www.blackwell-synergy.com/doi/abs/10.1111/j.1745-6622.2006.00107.x
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Article provided by Morgan Stanley in its journal Journal of Applied Corporate Finance.

Volume (Year): 18 (2006)
Issue (Month): 4 ()
Pages: 21-33
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Handle: RePEc:bla:jacrfn:v:18:y:2006:i:4:p:21-33

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  1. Olivier J. Blanchard & Jordi Galí, 2007. "The Macroeconomic Effects of Oil Price Shocks: Why are the 2000s so different from the 1970s?," NBER Chapters, in: International Dimensions of Monetary Policy National Bureau of Economic Research, Inc. [Downloadable!]
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  2. Blanchard, Olivier J & Galí, Jordi, 2008. "The Macroeconomic Effects of Oil Shocks: Why are the 2000s so Different from the 1970s?," CEPR Discussion Papers 6631, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
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