Fewer seats, resilient frequencies: Impacts of large-scale High-Speed Rail liberalisation on air transport supply

This paper examines the liberalisation of high-speed rail (HSR) as a driver of intermodal competition in long-distance passenger transport. While previous research has primarily focused on the effects of HSR infrastructure deployment on aviation, less is known about how opening HSR markets to new en...

Descripción completa

Detalles Bibliográficos
Autores: Albalate, Daniel, 1980-, Gragera Lladó, Albert, Suau-Sánchez, Pere
Tipo de recurso: tesis de maestría
Fecha de publicación:2025
País:España
Institución:Varias* (Consorci de Biblioteques Universitáries de Catalunya, Centre de Serveis Científics i Acadèmics de Catalunya)
Repositorio:Recercat. Dipósit de la Recerca de Catalunya
OAI Identifier:oai:recercat.cat:2445/225767
Acceso en línea:https://hdl.handle.net/2445/225767
Access Level:acceso abierto
Palabra clave:Transport aeri
Infraestructures (Transport)
Liberalisme
Commercial aeronautics
Transportation buildings
Liberalism
Descripción
Sumario:This paper examines the liberalisation of high-speed rail (HSR) as a driver of intermodal competition in long-distance passenger transport. While previous research has primarily focused on the effects of HSR infrastructure deployment on aviation, less is known about how opening HSR markets to new entrants reshapes this competition. Drawing on the Spanish HSR liberalisation in 2021, we are the first to evaluate the causal effects of a large-scale liberalisation on competing air transport supply. Using a regression discontinuity design, we find significant long-term reductions in airline seat supply (10- 16%), but limited impact on frequencies. We then uncover two mechanisms underlying these results. First, airlines’ primary response was to down-gauge aircraft. Second, a market share emerged from the need of legacy carriers to preserve frequencies to feed their hub. Our results underscore the broad and significant implications of liberalisation for intermodal substitution.