It was always close, both in time and price, between air and rail for Edinburgh and Newcastle to London. Aviation has got worse and, at the same time, the rail service has got better.
It's great to see such a modal shift, and Lumo have obviously added c.2500 seats a day in each direction to the route, in addition to LNER's frequency increases. I'm just sceptical about how much of this modal shift is actually down to Lumo, i.e. would all these people have switched from air to rail anyway. I rather suspect they would, I think the modal shift has been due to push factors from aviation rather than any pull factors on rail, but it can only ever be an opinion.
I'm not vehemently against OA, I just don't see the point of issuing licences/permits to OA operators which are directly competing against the state-subsidised incumbent. I genuinely don't understand what Lumo bring to the table- they stop at the same stations as LNER operating an (almost) identical types of train as LNER.
You think its coincidence that there was a significant modal shift from air to rail on a passenger flow after an OA launched based on a business model of taking airline passengers? The more likely explanation is Lumo did what it promised it would do.
No doubt that there has been a big shift from air to rail on the London - Edinburgh market.
Also no doubt that Lumo has played a part in that, as have the airlines taking capacity out (before the rail growth).
There’s another factor, which seems to be forgotten. LNER have introduced a brand new fleet of trains, with substantially more capacity. And, whilst this is not an opinion you will see on these pages very often, most passengers actually quite like the ‘new’ trains compared to what they replaced. It is only really post Covid that this new fleet has been given the chance to grow the market. And it has.