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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This week on the podcast, Graham Sherwood, Head of Advisory Sales and Iason Pascalis, Senior Analyst, break down the latest shifts shaping the aviation market.

From stabilising values across popular aircraft types amid ongoing macro-economic volatility, to how airlines are ramping up Easter capacity despite rising costs and tightening airspace constraints, they explore what’s driving resilience and where pressures are building.

Tune in for sharp insights on market dynamics, operational challenges, and what to watch next.

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This week on the podcast, Stuart Hatcher, IBA's Chief Economist and Chief Data Officer, and Jonathan McDonald, Manager – Classic & Cargo Aircraft, examine how the current Middle East conflict is impacting global aviation and asset values. They reflect on previous regional conflicts and their implications for airport security, and how today’s developments, with rising oil prices, are affecting airline operations across the world.

Our speakers also break down IBA’s latest Engine and Lease Rate updates and explore the Trading Market Outlook for the year ahead, with a particular spotlight on P2F conversions.

Tune in for clear analysis, market context, and expert insights you won’t want to miss. 

To read the articles discussed today, please visit our website: https://www.iba.aero/resources/#articles 

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This week, Neil Fraser, CFA, Senior Manager - Airlines, Jamie Davey, Manager - Engines and David Walsh, Aviation Analyst, unpack key themes shaping today’s aviation market. We take a deep dive into Vietnam’s evolving aviation landscape, explore the latest developments at Azul following its Chapter 11 emergence, and provide an engine market update, assessing supply dynamics, MRO pressures and what it means for operators and lessors.

Listen in for our expert insight and practical analysis from across the industry.

To read the stories mentioned today, visit our website here: https://www.iba.aero/resources/#articles

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Website - www.iba.aero