The Aviation Conversation

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 Market Shifts: Examining the decline in airline yields in Asia, with a spotlight on capacity growth strategies and the resurgence of Chinese carriers. What do these trends mean for profitability and market competition in the region?
• European Airlines Under Pressure: A deep dive into the mixed financial results among Europe's major carriers. With rising costs and operational challenges, what sets the strongest performers apart, and how are others adapting to maintain profitability?

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Welcome to the IBA Insider
Our experts bring you key insights and stories shaping the global aviation industry every fortnight.

• Stu’s View: Extensions Revisited
  Stu 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 LCCs
  As US Low-Cost Carriers (LCCs) report results, most aligned with the Halloween theme of scary earnings. However, Frontier Airlines stood out with a surprising 2.8% net margin, bucking industry expectations.
• Lilium Files for Self-Administration
  eVTOL developer Lilium has entered self-administration for two of its subsidiaries. The company, known for its innovative electric vertical take-off designs, has successfully raised significant financing, facing challenges as it moves forward.
• What the French Solidarity Tax Could Mean for Aviation
  The French government proposes a substantial increase in the aviation solidarity tax to help bridge a €60 billion national deficit. This article explores potential impacts on the aviation sector.
• Webinar On-Demand: Airline Risk in 2024
  Our recent webinar provided an in-depth look at airline performance and emerging risk indicators in 2024. IBA's advisory team highlighted key signals to help manage risks in this evolving market.

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Website - www.iba.aero

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 leases
• United leads Delta in Q3 EBIT, both lag behind 2023
• Chinese carriers surge as European airlines cut Asia capacity

Register for our upcoming Airline risk webinar -  https://www.iba.aero/events/airline-risk-in-2024-spotting-and-managing-the-key-signals/

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Website - www.iba.aero

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 removals

Join us at Airline Economics: New York - https://www.iba.aero/events/airline-economics-ny-2024/
Register for our Airline risk webinar -  https://www.iba.aero/events/airline-risk-in-2024-spotting-and-managing-the-key-signals/

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LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/
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YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA
Website - www.iba.aero

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 

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Website - www.iba.aero

Join IBA’s Kane Ray, Head of General Aviation and Aftermarket, and Rami Abdel Aziz, Manager - Helicopters, for the latest updates on the helicopter market. 

Kane and Rami cover a top-level market overview, drill down into specifics by weight category and share the latest data and insights on asset values and lease rate performance.

Taken from our webinar, IBA's Helicopter Update: The Outlook (May 2024).

Watch the full recording on demand here:  https://www.iba.aero/webinars/helicopter-update-the-outlook/

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Website - www.iba.aero

Join IBA’s Mike Yeomans, Director - Advisory & Consulting, and Jonathan McDonald, Manager - Classic & Cargo Aircraft, for the latest updates on the air freighter market.

Mike and Jonathan provide a comprehensive update on the cargo market and the outlook for the future, drilling down into the market dynamics, trends and key themes you need to be across.

Taken from our webinar, IBA's Cargo Update: The Outlook (June 2024).

Watch the full recording on demand here: https://www.iba.aero/webinars/cargo-update-the-outlook/

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Website - www.iba.aero

Join IBA’s experts Dr Stuart Hatcher and  Mike Yeomans, for our in-depth analysis following the Farnborough International Airshow 2024. Stuart and Mike cover:

✈️ IBA’s pre-show predictions vs. actual order activity
📈 Current backlog and delivery forecasts
🛩️ The latest technological advancements
🔍 Key themes in aircraft and engine choices

Taken from our July 2024 webinar,  Farnborough Airshow 2024: The Round-up.

Watch the full recording on demand here: https://www.iba.aero/webinars/farnborough-airshow-the-round-up

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Website - www.iba.aero

IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Piotr Grobelny, Aviation Analyst, share their insights on the latest stories in global aviation.

In this episode:
- Predictions for the Farnborough Airshow 2024
- Consolidation continues as EU approves ITA takeover and SAS restructure

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Website - www.iba.aero

IBA's Neil Fraser CFA, Manager - Airline Analysis, William McClintock, Manager - Consulting, and Piotr Grobelny, Aviation Analyst, share their insights on the latest stories in global aviation.

In this episode:

• Are FedEx retirements another signal of continued cargo weakening?
• The rebalancing of supply and demand with an uncertain cost future
• Lufthansa’s unprecedented pivot from optional green fares to a mandatory surcharge

Sign up for the newsletter - https://www.iba.aero/sign-up/
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Website - www.iba.aero