The IBA Podcast

This week on IBA Insider, Graham Sherwood is joined by Xavier Baines and Archie Brown to discuss three stories shaping the aviation industry.

From the financial pressures facing US airlines, despite rising revenues, to key insights from IATA’s World Sustainability Symposium and the gap between aviation’s sustainability perception and reality, the team explores the latest developments and what they mean for the industry.

Listen to the latest episode of IBA Insider for the full conversation, and sign up to the IBA Insider newsletter to stay up to date with the latest aviation news, analysis and expert insights from IBA.

Stories can be read here: https://www.iba.aero/resources/#articles

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In this week’s episode, Mike Yeomans speaks with Jonathan McDonald about the trends shaping the cargo aircraft market, from sustained demand for older freighters such as the 767 and A300 to the outlook for the 777F as the A350F enters the market.

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In this episode of IBA Insider, Neil Fraser is joined by Xavier Baines, Senior Aviation Analyst, and Kane Ray, Head of General Aviation and Aftermarket, to discuss two key areas of the aviation market.

Xavier explores how the Middle East aviation recovery is taking different routes across the region, while Kane shares the latest developments and trends from across Europe, the Middle East and Africa.

Listen in for insights on the markets, airlines and wider aviation trends shaping the region.

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This week on the IBA Insider Podcast, Dr. Stuart Hatcher and Mike Yeomans unpack the key takeaways from Farnborough Airshow 2026 and explore the latest trends shaping the aircraft market.

They discuss the biggest order announcements, what industry conversations revealed beyond the show floor, and why aircraft values remain resilient even as lease rates begin to normalise.

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In this episode of the IBA Insider Podcast, Jon Whaley, Senior Aviation Analyst, and Jamie Davey, Manager – Engines & Parts, explore the supply constraints shaping the widebody cargo market, the rising demand for engine MRO, and what these trends mean for airlines, lessors, and the wider aviation industry.

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This week on the IBA Podcast, Neil Fraser, CFA, is joined by James Li-Tremble and Ed Dwyer to discuss the latest developments shaping the aviation industry. Together, they explore whether VietJet can successfully enter Australia's domestic market, unpack SAS' US$10 billion transformation and what it means for Air France-KLM's long-haul strategy, and also touch on the latest insight from Nicolas Karagiannis on the easyJet takeover saga. Tune in for expert analysis on the stories making headlines across global aviation.

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This week on the IBA Insider Podcast, hosted by Neil Fraser, CFA, our experts unpack three of the biggest stories shaping aviation today:

• Fleet Risk Management in Conflict Scenarios – Jordan Amos explores how lessors and airlines can strengthen resilience and protect assets in an increasingly uncertain geopolitical environment.
• Norwegian’s Leisure Bet – James Li-Tremble examines the airline’s strategy of owning the holiday experience, not just the flight, and what it means for the wider market.
• Can African Aviation Weather the Fuel Crisis and Keep Growing? – Dan Taylor discusses the impact of rising fuel costs and the outlook for one of aviation’s most dynamic regions.

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In this episode, Neil Fraser moderates a discussion on some of the most pressing developments shaping today’s aviation market. Drawing on recent insights from Jonathan McDonald, and Xavier Baines, the conversation explores current conditions in the regional cargo sector, the opportunities and cost pressures facing Asia Pacific airlines, and the continued delays surrounding the Boeing 777X certification programme.

The episode provides expert analysis on market demand, operational and financial pressures, and the wider implications for airlines, lessors, manufacturers, and investors across the global aviation industry.

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In this appraiser special episode of IBA Insider, James Halas, Manager for Commercial Aircraft Valuations, is joined by Iason Pascalis, Senior Aviation Analyst, to discuss the latest developments shaping regional jets and new-generation narrowbody aircraft.

Following IBA’s latest update to narrowbody base values, James and Iason explore how this will impact lease rates and deliveries for these aircraft in the next few years.

They also examine the current regional jet market, with a focus on demand trends and value outlooks for the E1, CRJ and A220 aircraft families.

Read more about the topics discussed today.

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This week on the IBA Insider Podcast, we explore three key forces shaping today’s aviation market.

Neil Fraser, CFA, Senior Manager – Airline Analysis, breaks down fuel uncertainty and its wider impact across the industry. Elvis Kongolo, Aviation Manager – Commercial Aircraft & Leasing, and ISTAT Certified Appraiser, examines why JOLCO is not scarce, but access remains constrained. Ruchika Kulkarni, Senior Aviation Analyst, unpacks the growing implications of expanding EU ETS coverage for airlines.

Tune in for expert insights on the risks, realities, and ripple effects influencing aviation economics.

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