Definitely - I think there was a misunderstanding on what I meant in my post. Any carrier could move in matter of months if they want to its not a 2-3 year ordeal (case in point DL at LAX), but things are very different for BA/IB given the real estate investment they have at JFK. Hence why I said BA/IB is a different story 2 posts ago. What I am implying is that they are not going anywhere soon with the new lease agreement in place, but once it expires it can go many different ways.

As you mention they definitely will want to amortize the cost which means a minimum of 5-7 years before they make a decision. The probability of PANYNJ saying we want to rebuild T7 in 2022 or 2025 when the BA lease expires is slowly increasing. For all we know maybe BA/IB will end up being the anchor tenant in the new T7 and chose to stay.

For the other OW carriers - making any move will be more simple and can be done in a matter of months if there is a desire to move.

At the end of the day T8 is a ghost town relative to the other JFK terminals and AA is not fully using the resources available at T8. There will be a point in the future where some new market entrants (or a current competitor grows), Oneworld or not, will be put into T8 unless AA manages to convince some of their chums to move over to T8 to free up space at a different terminal. I could be wrong and AA wouldn’t care if UA uses T8 if they ever re-enter the JFK market, but my hunch tells me they’d prefer to keep UA or any key competitor out of T8.