In this episode of IBA's Aviation Conversation, Executive Advisor Owen Geach is joined by William McClintock, Manager of IBA’s Aircraft Consultancy team, to explore the rising demand for airport slot valuations, particularly at London Heathrow. They break down what slots are, why their value has been climbing, and the factors influencing their pricing, from scarcity and macroeconomic trends to future changes in allocation rules. The discussion also covers the potential impact of a third Heath...
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In this episode of IBA's Aviation Conversation, Executive Advisor Owen Geach is joined by William McClintock, Manager of IBA’s Aircraft Consultancy team, to explore the rising demand for airport slot valuations, particularly at London Heathrow. They break down what slots are, why their value has been climbing, and the factors influencing their pricing, from scarcity and macroeconomic trends to future changes in allocation rules. The discussion also covers the potential impact of a third Heath...
In this episode of IBA's Aviation Conversation, Executive Advisor Owen Geach is joined by William McClintock, Manager of IBA’s Aircraft Consultancy team, to explore the rising demand for airport slot valuations, particularly at London Heathrow. They break down what slots are, why their value has been climbing, and the factors influencing their pricing, from scarcity and macroeconomic trends to future changes in allocation rules. The discussion also covers the potential impact of a third Heath...
In this episode of IBA Insider, aviation experts Neil Fraser CFA, Hashen Hewawasam, ISTAT-Certified Appraiser, and Pehan Ambawatte unpack three key developments shaping the aviation market: The continued recovery in new generation widebody aircraft values Why falling fuel prices may be masking deeper issues for US low-cost carriers And how tariffs and trade policy are reintroducing uncertainty despite lower market volatilityTune in for sharp insights and data-led analysis on what th...
In this episode of IBA Insider, Neil Fraser CFA, Manager – Airline Analysis and Senior Aviation Analyst, Andreea Fasole-Berghes unpack the latest headlines shaping global aviation. They discuss Wizz Air’s sudden exit from Abu Dhabi, what the lifting of the US ban on GE aero-engine exports means for COMAC, and broader market pressures facing the industry. Tune in for expert insight into what these developments signal for airlines, manufacturers, and investors. Have questions or want to learn m...
In this episode of IBA Insider, Manager - Airline Analysis, Neil Fraser CFA and Jon Whaley, Senior Aviation Analyst, explore the latest developments shaping aviation markets. They discuss Embraer’s recent SAS win following LOT’s defection to Airbus, assess whether business jet demand is entering a new phase, and examine the rising interest in 777-300ER freighter conversions amid limited feedstock. Have questions or want to dive deeper? Get in touch with the IBA team for tailored insights. htt...
In this episode of IBA Insider, Chief Economist and Exec. Advisor Dr. Stuart Hatcher and Neil Fraser CFA, Manager - Airline Analysis, share their predictions ahead of the Paris Airshow, reflect on Azul’s Chapter 11 filing, and unpack key takeaways from this week’s Rolls-Royce OEM briefing - all while diving into the ever-evolving aviation landscape. Have questions or want to dive deeper? Get in touch with the IBA team for tailored insights. https://www.iba.aero/contact/ Sign up for the ...
In this episode of IBA Insider, Aviation Analyst Nicolas Karagiannis and Jamie Davey, Manager – Engines & Parts, explore the key developments shaping today’s aviation landscape. What’s inside: A cautious comeback for Aircraft ABS – what’s driving the recovery?Ongoing supply chain challenges and their impact on aircraft and engine maintenanceTrends in aircraft values and the broader implications for lessors and investorsHave questions or want to dive deeper? Get in touch with the IBA team ...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Hashen Hewawasam, Head of Commercial Aircraft Valuation, share their insights on the latest stories in global aviation. In this episode, we discuss: Stu’s View: Another Tariff Bump in the Road A320-200 and Boeing 737-800 Aircraft Values Are Still on the RiseGot questions or thoughts on these topics? Reach out to the team for more insights. Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - h...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode, we discuss: Stu’s View: A Tariff Boost? Airlines Spring Back to Life as Restructuring Season ThawsEuropean Airlines Will Miss Green Jet Fuel Targets Got questions or thoughts on these topics? Reach out to the team for more insights. Sign up for the newsletter - https://www.iba.aero/sign-up/ L...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Piotr Grobelny, Analyst – Airlines, share their insights on the latest stories in global aviation. In this episode, we discuss: Stu’s View: No Change For Delivery Lead TimesTurning Loyalty into Revenue: BA and Lufthansa Follow American PeersAir France-KLM Enters the Bidding War for Air EuropaGot questions or thoughts on these topics? Reach out to the team for more insights. Sign up for the newsletter - https://www.iba.ae...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode, we discuss: Stu's View: Holding for Now – Airbus increases delivery targets for 2025, while Boeing faces challenges with fewer deliveries.Southwest Airlines' Casualty – The airline announces mass layoffs due to financial struggles.Heathrow’s Third Runway – Expansion sparks debate over economic bene...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode, we discuss: The ABS market in 2025 so far The future of Rex Airlines - would government ownership work? China’s RX4E: A groundbreaking milestone in sustainable aviationGot questions or thoughts on these topics? Reach out to the team for more insights. Sign up for the newsletter - ht...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.In this episode:Bond issuances, airline mergers & OEM claims – We analyse key financial and operational shifts, including mixed signals on GTF groundings and the impact of Airbus and Boeing's ambitious production goals.Boeing’s bright start – Despite a tough 2024 forecast, Boeing delivered an impressive number of 737 ...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.In this episode:Post-Dublin Industry InsightsDelta’s Premium Travel SuccessSustainability Milestones for 2025Policy Updates and Decarbonization EffortsIndustry Challenges and Opportunities Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/We...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.𝗪𝗿𝗮𝗽𝗽𝗶𝗻𝗴 𝗨𝗽 𝟮𝟬𝟮𝟰 𝘄𝗶𝘁𝗵 𝗜𝗕𝗔 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 ✈️As we close out the year, the latest edition of the IBA Podcast brings you:✈️ 𝗦𝘁𝘂’𝘀 𝗩𝗶𝗲𝘄 Insights into year-end delivery challenges, from supply chain constraints to the Boeing strike.✈️ 𝗙𝗲𝘀𝘁𝗶𝘃𝗲 𝗠𝗲𝗿𝗴𝗲𝗿𝘀: How major airline mergers are shaping the industry during the holiday season.✈️𝗙𝗶𝗻...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.In this episode, we explore:321 GO!: Atlantic Leaps Increasing for Airbus Narrowbodies – Discover how the Airbus A321XLR is redefining transatlantic travel with its extended range and fuel efficiency.easyJet on Upward Trajectory Whilst Ryanair and Wizz Wane – A deep dive into easyJet’s impressive FY2024 performance and ho...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.In this episode, we explore three pivotal topics shaping the aviation industry's present and future:Boeing's Recovery Post-Strike: Analyzing the impact of recent strike action on Boeing's production and delivery cycles. What challenges lie ahead for the 737 MAX program, and can the recovery replicate past successes?Asian ...
Welcome to the IBA InsiderOur experts bring you key insights and stories shaping the global aviation industry every fortnight.Stu’s View: Extensions RevisitedStu dives into recent ABS activity, focusing on extension trends in ageing aircraft types like the A320ceo and 737-800. Findings show that 50% of aircraft in three of the four pools had recent extensions, revealing shifts in lease dynamics.Frontier Bucks the Trend Among US LCCsAs US Low-Cost Carriers (LCCs) report results, most aligned w...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, calls in from New York where he is attending the Airline Economics Growth Frontiers event and is joined by Neil Fraser CFA, Manager - Airline Analysis, to share their insights on the latest stories in global aviation.In the latest edition of the IBA Insider:JOLCOs and tax leasesUnited leads Delta in Q3 EBIT, both lag behind 2023Chinese carriers surge as European airlines cut Asia capacityRegister for our upcoming Airline risk webi...
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.In the latest edition of the IBA Insider:Current market conditions in the airline industry Will Boeing actually land below investment grade?British Airways boosts UK market with £9m in high-quality carbon removalsJoin us at Airline Economics: New York - https://www.iba.aero/events/airline-economics-ny-2024/Regis...
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.In the latest edition of the IBA Insider:- TAP may finally be in play for the European consolidation story - Are Canadian Low-cost carriers being set up to fail?- Modern aircraft contrails present new climate challenges Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://w...
In this episode of IBA's Aviation Conversation, Executive Advisor Owen Geach is joined by William McClintock, Manager of IBA’s Aircraft Consultancy team, to explore the rising demand for airport slot valuations, particularly at London Heathrow. They break down what slots are, why their value has been climbing, and the factors influencing their pricing, from scarcity and macroeconomic trends to future changes in allocation rules. The discussion also covers the potential impact of a third Heath...
