$SHEL Shell's corporate flight activity just hit a 3-year high across multiple timeframes — its busiest 21-day stretch on record (88 flights, ~2.4× its normal pace).
Earlier peaks seemed to line up with reported/rumored $BP deal speculation.
This latest run has no such reporting behind it.
Attached: flight counts plotted against those prior rumors only.
Research/informational only, not a buy/sell call.
🚨 $ABBV
AbbVie rarely visit Bozeman, MT.
Since Saturday: 14 flights across all 4 jets in and out — 7 arrivals in 4 days. One fleet, one off-network airport, no one else around.
The last time their fleet clustered in and out of a random hub like this, the $63B Allergan deal hit a week later.
$RVMD back at the table? Maybe something in cardiometabolic ($GPCR $MDGL $VKTX ?) something in neuro? Many solid prospects still out there for the taking...
All three $LLY jets converged in Boston today. Whole-fleet convergence is rare — only a handful of times in three-plus years of tracking. Previous ones have followed seasonal pattens in February or August. It's the first I've seen in June.
Something odd at $HSY?
Both corporate jets converged at downtown Kansas City this week — the first fleet convergence there recorded in my database.
5 flights into that same airport in past 4 days. They'd made 5 flight there in the previous 3 years.
All on the heels of their 2nd-busiest weekend in 3 years — 8 flights vs a median of 1.
No idea why. Just unusual.
$BALL Ball Corporation jet activity is flashing one of the cleanest anomalies I’ve seen recently.
Single jet in the fleet --
Trailing 7D flights: 22
3-year median: 2
That’s 11x normal and 7.1σ above baseline.
Even the 21D window is at a 3-year high: 32 flights, 5.3x median.
This is not ordinary travel noise.
$MRK helicopter fleet activity is rare-air territory.
Trailing 7D flights: 63 vs 3Y median of 26.
Only the 4th stretch at this level in 3 years...and 2 of those 4 have happened in the last 30 days.
Prior $RVMD talks reportedly broke down over price. Revival? Different BD target? Worth watching.
$SJM some interesting flight data around the reported Goldman Sachs strategic-review hire:
April was the busiest month in the past 24-months — 68 flights vs. a 38/month median.
Then on May 4, both mapped J.M. Smucker jets converged at (XNA) Bentonville, Arkansas for 20+ hours.
Only prior $SJM fleet convergence at XNA in the dataset: ~1.8h in Sep. 2025.
🚨 $LLY Bay Area flight activity is getting interesting.
Ex-January JPM Conference noise, Lilly has logged 9 Bay Area arrivals since Feb. 15 vs. just 18 non-January arrivals over the past 24 months.
Recent burst: 6 arrivals in the past 23 days.
$RVMD? $CYTK? Something else?
🚨 Unusual $JNJ flight activity
3 of 4 J&J corporate jets landed in Paris today.
In the prior 3 years, only 2 JNJ visits to Paris — both single-jet (Feb '24, Mar '25).
A 3-jet Paris convergence has never happened in our data.
$ABVX is HQ'd in Paris. Coincidence?
$MRK fleet sync at Morristown (MMU), New Jersey on March 23: all 3 aircraft converged for 1.7 days, first fleet-wide sync in 66 days. Highest convergence ever recorded at this location in 3-year lookback. Similar pattern occurred 3 days before $9.2B Cidara acquisition.
$TXN full fleet converged at Dulles (IAD), Virginia on March 11 — 2 of 2 aircraft on ground for 1 day. First fleet-wide convergence in 270 days and highest convergence ever recorded at this location over 3-year period.