IBA's Aviation Podcast

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.Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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.Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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 Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.a

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/#articlesSign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

Stuart Hatcher, Jonathan McDonald and James Li-Tremble are back to unpack two defining aviation stories this week.Margins are thinning, labour costs are rising, and ancillary revenue is becoming mission-critical. James breaks down what the latest data tells us about profitability pressures, Southwest’s strategic pivot, and why the proposed Allegiant Air – Sun Country Airlines merger looks very different to the blocked JetBlue Airways – Spirit Airlines tie-up. Then, the conversation moves to Asia and the strategic tone of the Singapore Airshow 2026. With fewer headline-grabbing orders, the team discuss why confidence remains intact, what Boeing’s 777X certification outlook means for the market, and how COMAC continues to build regional presence.Are low-cost carriers evolving fast enough to protect margins? And does a quieter airshow signal maturity rather than weakness?To read a copy of the articles discussed, visit our website: https://www.iba.aero/resources/Sign up for the newsletter - https://www.iba.aero/s

Mike Yeomans and Jonathan McDonald dive into the aviation market, covering topics from freighters, the trading market, to the strong demand for widebodies, and everything in between.From current conditions to emerging trends, this episode offers practical insight across the full aircraft landscape.Listen now for a concise, expert take on what’s driving the market.To read the articles mentioned, please visit our website here: https://www.iba.aero/resources/#articlesSign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

What can the aviation market expect in 2026?In this episode of the IBA Insider Podcast, Stuart Hatcher and Mike Yeomans share their outlook for the year ahead, exploring base value trends, market dynamics, and the key factors shaping aircraft values across the global fleet.Listen now for expert insight into what’s driving the market, and what to watch as we move into 2026.Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

This week on the IBA Insight Podcast, Senior Commercial Manager Graham Sherwood is joined by Manager of Classic and Cargo Aircraft, Jonathan McDonald to break down the biggest developments shaping the market.Our lead story examines the newly issued A320 Airworthiness Directive, what it means for operators, lessors, and the broader fleet as compliance requirements evolve. Graham and Jonathan also unpack the latest performance metrics, including RASK trends and cost containment across airlines, before turning to a timely review of whether the industry is still on track to meet its long-term Sustainable Aviation Fuel (SAF) targets.To read the articles discussed today, visit our website: https://www.iba.aero/resources/#articlesSign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

This week, Neil Fraser, CFA and Kane Ray, ISTAT Certified Appraiser, dive into the biggest storylines shaping aviation: the headline commitments emerging from the Dubai Airshow, what to expect from engine OEMs heading into 2026, and the growing competitive threats facing regional airlines.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/#articlesSign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

In this episode of the IBA Insider Podcast, Will McClintock and Jonathan McDonald unpack the latest developments shaping aviation. From active portfolio trading and Boeing’s 777X delays to the UK’s push toward cleaner propulsion technologies. Tune in for sharp insights and data-driven context on what’s ahead for 2026. Visit our website to read the articles discussed: https://www.iba.aero/resources/Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

In this episode, Jonathan McDonald and Neil Fraser explore the latest developments shaping the commercial aviation landscape. From the resilience of Latin American carriers to Delta’s continued dominance and the steady performance of the 737-900ER, tune in for expert insights and data-driven analysis. To read the articles discussed, please click here: https://www.iba.aero/resources/#articlesSign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

This week on IBA’s Insider Podcast, we discuss the latest industry news, aircraft sales with leases attached, and explore market demand trends, including Spirit’s 87-aircraft deal. We unpack IndiGo’s debut on the Mumbai–Heathrow route. Plus, our experts share insight from IBA’s latest Africa Aviation Market Update.To read the articles or find anything we have discussed today, please visit our website: https://www.iba.aero/Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

This episode takes a closer look at Mike’s latest market update, the movements we’re seeing in single aisle engine values and IBA’s Freighter Outlook Report. Tune in for expert perspectives on what’s driving aviation right now. IBA's Webinars: https://www.iba.aero/resources/webinars/IBA's Freighter Outlook Report: https://www.iba.aero/download-report-ibafmo/Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

This week on the IBA podcast, Neil Fraser, CFA  and Jonathan McDonald unpack the biggest aviation stories: Spirit’s Chapter 11, and the outlook for Dash in freighter conversions.

Join Stuart Hatcher and Will McClintock as they unpack the latest in aviation – from Europe’s decarbonisation risks to COMAC’s programme outlook and persistent aircraft backlogs. Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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 Heathrow runway, the UK Department for Transport’s proposed slot reforms, and IBA’s own methodology for valuing these critical, yet intangible, aviation assets.To download a copy of our UK’s Department for Transport (DfT) report mentioned, click here: https://www.iba.aero/resources/articles/uk-airport-slot-reform-2023/To download a copy of the National Grid Report mentioned, click here: https://marketing.iba.aero/l/938693/2025-02-18/jkkwbFor more information on IBA's Consultancy, click here: https://www.iba.aero/serv

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 these trends mean for investors, lessors, and operators across the aviation ecosystem.For a copy of the articles mentioned or more information, contact marketing@iba.aero. Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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 more? Get in touch with the IBA team at marketing@iba.aero. For more information on our US-focused webinar, please visit our website: https://www.iba.aero/resources/webinars/ibas-webinar-aviation-in-the-americas-credit-capacity-and-capital/Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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. https://www.iba.aero/contact/To read a copy of the articles we discussed today, or catch up on our Paris Air Show webinar, please visit our website: https://www.iba.aero/Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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 newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero