 April 17th Edition: Tariffs on aircraft - delay and hope
April 17th 2025: In this issue: Top trends in aircraft financing and leasing in 2025; Airline CEOs issue tariff warnings; The impact of a China Boeing delivery block; Lessors report strong Q1 activity; Barings’ Capital Solution buys 12 narrowbodies; BOC Aviation’s $1.5bn term loan; Deliveries on the increase; General aviation insurance sector suffering from overcapacity and weak pricing.
April 3rd Edition: Avoiding tariff turbulence
April 3rd 2025: In this issue: Oriel's Olga Razzhivina analyses aircraft values and lease rates and asks if we are the peak yet?; Castlelake and Aero Capital Solutions secure major commitments for their latest aviation investment vehicles; BOC Aviation strengthens it delivery pipeline into the 2030s; Flurry of debt issuances, capital raises and financings completed ahead of 'trade war' turbulence; SAF 'book and claim' pilot gets strong backing across supply chain; Korean Air's multi-billion dollar widebody order; BOAD backs Air Cote d'Ivoire; CADO established to operate IATA’s newly launched SAF Registry initiative.
March 20th Edition: How tariffs could reshape the aircraft market
March 20th 2025: In this issue: How tariffs could reshape the aircraft market; Record profits for BOC Aviation as it expects to add to scheduled deliveries for 2025; Udvar-Hazy to step down from Air Lease Corporation; Pre-tax income up 127% at Willis Lease in 2024; SMFL LCI adds scale with Macquarie Rotorcraft acquisition; Beautech teams up with JALUX to meet engine leasing demand; Jackson Square Aviation's Airbus order; DAE invest $1 billion in 17 new tech aircraft.
|
|
Developments
March 6th Edition: The possible slowdown in international air travel
March 6th 2025: In this issue: TD Cowen's Becker: 'Geopolitical concerns may cause people to reconsider some international markets and focus on staying local'; AerCap ups dividend, share buybacks programme after strong 2024 as CEO says positive environment for lessors to continue in 2025; ACG sees record revenues in 2024; Airbus expects 7% increase in deliveries for 2025; Flynas secures Islamic facility to finance jet purchases; All Nippon Airways makes first major jet order of 2024; BOC Aviation's Arajet deal; Willis Lease opts for 30 CFM LEAP engines.
February 20th Edition: Momentum builds in 2025's ABS market
February 20th 2025: In this issue: Aviation ABS: Early year ABS trends toward more traditional asset profile; Air Lease achieves record revenues in 2024; Avolon enjoys net income surge in 2024; AerCap and Altavair issuances maintain early 2025 ABS market momentum; Deliveries: Boeing continues to clear MAX backlog as Airbus recovers from December push; Avolon and BOC Aviation settle with their insurers in Dublin court case; TrueNoord's inaugural senior secured note issuance; Avation closes portfolio financing facility.
February 6th Edition: Optimism on aircraft supply, but bottlenecks remain
February 6th 2025: In this issue: Engines could be a limiting factor on 2025 narrowbody deliveries; Aircraft ABS market expected grow 14% in 2025; Sale leaseback market activity to remain strong; Europe's aviation sector gives reality check to net-zero goals, urges support from European Commission; Carlyle and Castlelake bring early year aircraft ABS deals; DAE profits jump 45%; Embraer wins record $7 billlion business jet order.
January 23rd Edition: Positive outlook for lessors and airlines in 2025
January 23rd 2025: In this issue: Avolon's Morrison: razor-thin margins call for major airline consolidation; PwC's Leonard: Lessors to benefit from continued supply constraints and increased investment in aviation finance sector; Regional jets: Falko reports 'considerable demand' for lease extensions, as Azorra secures ExIM backing for Embraer orderbook; Aircastle has the capacity but will remain disciplined on major acquisitions; ITA Airways joins Lufthansa Group as deal closes; S&P: Capacity constraints will hold back growth but air travel demand to remain healthy; Cebu's debut sustainability-linked loan; Avolon closes Castlelake deal.
January 9th Edition: Demand and supply tensions
January 9th 2025: In this issue: Joe Gill looks at what 2025, and beyond, holds in store for the aviation complex; Consolidation: DAE's agreement to acquire NAC will give a portfolio of 750 aircraft; CDB Aviaton's Chen: Operational and cost milestones were central to CDB Aviation's robust 2024; BBAM's 36 aircraft deal with Southwest Airlines; AerCap's 2024: key metrics include 496 lease agreements as it kicks off 2025 with $1.5 billion notes issuance; Commercial aircraft deliveries down sharply in 2024 but Boeing can increase deliveries by 45% in 2025; Lesha Bank to make aviation 'a key pillar' of it business.
December 12th Edition: Managing rate volatility the new challenge for lessors
December 12th 2024: In this issue: Avolon's Ross O’Connor on the lessor's 2024 financing activities and the growing stature of aircraft lessors in capital markets; PwC's Paul Sheridan and Sinead Loughnane outline the use cases for GenAI in aircraft leasing; Elizabeth Bowen on Aircraft Leasing Ireland key goals for 2025; Airline revenues to top $1 trillion in 2025; M&A update: Falko deal closes, Stonepeak takes a step closer to ATSG acquisition; Air India adds 100 aircraft to orderbook; TrueNoord portfolio hits 100 aircraft; SAF production growth 'disappointingly slow'.
|
