 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'.
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Developments - 2021
November 28th Edition: The aviation asset investment opportunity
November 28th 2024: In this issue: Airborne Capital and Daiwa to deepen collaboration with JV; Irish leasing industry backs credits system to boost SAF adoption; Oaktree sees major opportunity in aircraft leasing; Sale leaseback a ‘powerful tool’ for airline’s finance strategy; India's fleet to grow by 75 per cent over the next five years; Volofin debut transaction adds to aviation ABS market rebound; BOC Aviation's six aircraft deal with Turkish; CDB Aviation sells widebodies
November 14th edition:
November 14th 2024: In this issue: Arena Aviation Capital’s Patrick den Elzen analyses the mid-life aircraft market; Lessors' Russia claims loom large over relatively benign aviation insurance market; Boeing deliveries at new post-Covid low but gloom may be lifting; IATA to accommodate digital currencies in its financial settlement systems; E-commerce opportunity behind Stonepeak's $3.1 billion investment; Strong growth in air travel sets new record; Spirit Airlines' possible impact on ABS issuances; ACG's inaugural sustainability-linked loan; Riyadh Air's $1.3 billion Islamic finance facility.
October 31st Edition: No end in sight for supply chain delays
October 31st 2024: In this issue: AerCap's Kelly says supply chain snarls to persist for years to come; Avolon records net year-on-year income rise of 24% in Q3; Boeing’s $22 billion raise to help weather fallout from quality issues and worker strike; Wafra acquires Aquila from Warburg Pincus; GA Telesis' 23 aircraft deal with Spirit Airlines; Steep rise in Avation profits.
October 17th edition: The aviation finance market and the known unknowns
October 17th 2024: In this issue we feature analysis from Avitas' Dr Adam Pilarski who looks at the shifting geopolitical landscape through his economic lens and the known unknowns of the future of air travel; We also get an investor's angle on the aviation finance market through AB CarVal's James McManus; AerCap's first move into the Islamic Finance space, through its inaugural Sukuk issuance also features as do trading updates from leading lessor Avolon, BOC Aviation, ALC and Aircastle.
October 3rd edition: Air passenger travel to reach record levels in 2024
October 3rd 2024: Russian leased aircraft case kicks off in London; Fitch restores Embraer's IG status, as Boeing contemplates $10 billion equity raise; Air travel to pass milestone figure in 2024; CALC issues perpetual sustainability-linked note; Castlelake closes in on acquisitions of aviation assets backed by new $1 billion facility; Global fleet forecast to grow by 10,000 aircraft by 2034; AerCap's Azerbaijan Airlines deal; Griffin closes note offering
September 19th edition: ABS market rebounds strongly in Q3
September 19th 2024: A Flurry of deals as aviation ABS market activity jolts back into life; Deal for CAL will see Avolon's owned fleet grow to almost 700 aircraft; CDB Aviation orders 130 new tech aircraft from Boeing and Airbus; Brookfield tie-up gives Castlelake fuel to scale its platform; Ryanair's O'Leary on what the Boeing strike means for deliveries; AllianceBernstein adds to private markets fund offering; AerCap's authorises new $500m repurchase programme; Air Lease's $300m preferred stock public offering; SMBC Aviation Capital agrees 20 aircraft deal with United.
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