In this episode, Anne-Bart celebrates TrueNoord’s significant milestone of inducting its 100th aircraft—a remarkable achievement since the company’s inception in 2016. Despite a two-year growth delay due to the COVID-19 pandemic, TrueNoord has experienced a surge in activity, acquiring over 40 aircraft in the last two years and expanding its team of professionals across Amsterdam, Dublin, Singapore and London.

In this episode, Victoria Tozer-Pennington, editor of Airline Economics speaks with Gerry Laderman, an independent airline expert who was formerly CFO of United Airlines. The conversation explores the airline industry’s impressive recovery after the global pandemic, while Laderman shares insights on the rapid resurgence of leisure travel, the gradual return of business traffic, and shifting industry dynamics. From managing fuel prices to navigating Boeing’s manufacturing delays, Laderman provides a comprehensive outlook on the challenges and opportunities ahead. Join us as we look towards 2025 with cautious optimism.

Welcome to the latest episode of Airline Economics and KPMG’s Aviation Global Leaders podcast. Today, John Evans, CEO and founder of Azorra, joins Victoria Tozer-Pennington, editor of Airline Economics to discuss the company’s growth in commercial aircraft leasing, focusing on regional and alternative assets such as Embraer E2s and Airbus A220s. With a fleet worth $2.7 billion and spanning more than 30 airlines in more than 25 countries, Azorra has found success even amidst global challenges. John shares insights into Azorra’s diverse financing strategies, the demand for regional aircraft, and the recent rise in lease rates. Tune in to hear how Azorra is navigating OEM delays and technological shifts, all while providing critical support to airlines and OEMs across the globe.

In this episode, Kieran O’Brien interviews Marc Iarchy, Partner at World Star Aviation, to discuss the evolving landscape of the aviation market in the post-COVID era. As a mid-tier lessor with $1.9 billion in assets, World Star Aviation focuses on midlife passenger aircraft, cargo, and engines. Marc dives into the current market dynamics, including the overpricing of midlife assets and a shift in investor behaviour as capital chases fewer deals. Despite challenges, Marc shares his optimism about World Star’s growth potential and the importance of alternative financing sources like ABS markets in navigating these complexities.

In this insightful episode, Joe O’Mara is joined by Betsy Snyder to explore the current state of the aviation bond market for lessors and airlines. Snyder shares her expertise on how lessors are leveraging unsecured debt, while airlines are relying on internal cash flow due to reduced aircraft deliveries. She also highlights the critical role of investment grade ratings in reducing capital costs for lessors and the rise of alternative lenders and the ABS market. As we look to the future, Snyder discusses the continued supply-demand imbalance in the leasing sector and what it means for lessors with strong access to capital. Don’t miss this in-depth analysis of the financial trends shaping aviation.

In this episode, we are joined by Helane Becker, Managing Director at TD Cowen, who speaks with Joe O’Mara, on the shifting demand environment for airlines. Becker shares her thoughts on changing travel patterns, with hybrid work influencing Americans’ travel preferences and international travel on the rise. She discusses how geopolitical risks, rising fuel costs, and challenges like pilot shortages and aircraft delivery delays are impacting the industry. Becker also predicts a divide in airline performance, with strong carriers continuing to thrive while others may struggle. Looking to the future, she emphasises the role of government support, industry consolidation, and the potential for sustainable aviation fuel in shaping long-term sustainability. Don’t miss this comprehensive outlook on the airline industry.

In this engaging interview with Joe O'Mara, Head of Aviation Finance at KPMG Ireland, Mike Inglese, CEO of Aircastle, delves into the dynamics of the aviation leasing market amid strong demand and OEM production delays. With a portfolio of 260 aircraft and $8 billion in managed assets, Aircastle is navigating supply chain challenges by exploring new opportunities in the secondary market and ramping up trading activities. Inglese shares insights on the growing importance of lease extensions, the impact of supply chain issues on airline profitability, and the company’s strategic diversification of debt products, including unsecured bonds, secured bonds, and JOLCO financings. Discover how Aircastle is positioning itself for success in a rapidly evolving market.

In this exclusive interview with Joe O'Mara, Eamonn Bane, CEO of Macquarie AirFinance, shares insights into the company’s impressive growth and the trends shaping the aviation leasing industry. Since its founding in 2006, Macquarie AirFinance has built a global fleet of 320 aircraft, with significant market shares in Asia and Europe. Eamonn discusses the challenges posed by supply chain constraints, which have driven lease rates up by 20%, and how the company’s investment-grade status and strategic focus on advanced technology position it for a promising future. Dive into the full interview to learn how Macquarie AirFinance is navigating today’s dynamic market while preparing for 2025.

In this episode, Kieran O’Brien from KPMG Ireland sits down with DAE’s Firoz Tarapore, to discuss the current state of the aviation industry. With a fleet of 500 aircraft valued at $18 billion, DAE is a major player in both aircraft leasing and maintenance. Firoz shares insights on robust demand, the impact of OEM supply issues, and how lease rates and residual values are holding up despite challenges. He also touches on DAE’s recent acquisitions, the competitive debt market, and the company’s growth strategy in a rapidly evolving sector.

In this episode, we sit down with Mark Hughes, Chief Commercial Officer of Falko, to explore the company’s impressive growth and evolving strategies in the leasing market. From nearly doubling its fleet size since 2011 to navigating post-pandemic lease rate recoveries, Hughes discusses the key challenges and opportunities shaping the future of aviation. Stay tuned as he shares insights on global demand, rising interest rates, and the importance of scale in today’s competitive landscape.