 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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Developments - 2021
September 5th edition: Aviation ABS issuance is on the rise
September 5th 2024: In this issue IBA's Chief Economist Stuart Hatcher analyses aircraft values; KBRA do a deep dive into the aviation ABS market as two aircraft-backed deals prepare to come to the market; Passenger demand soars in July; AerCap prices $2.4 billion notes; Islamic Finance is a major component of AviLease's $2.5 billion refinancing of acquisition facility; BOC Aviation agrees 15 aircraft purchase-leaseback; DAE Capital in 23 aircraft purchase deal.
August 22nd Edition: Optimism for the remainder of 2024
August 22nd 2024: In this issue record earnings at BOC Aviation and the continuing appetite of investors for the leasing sector, as shown by HPS' move to buy Falko, underscores the continuing positive environment for aircraft leasing despite market wobbles and supply chain constraints; Phoenix Aviation Capital’s prices its first ever EETC; Novus Aviation Capital is exploring the use of tokenisation in aviation financing; Archer secures further funding, reveals deeper manufacturing relationship with Stellantis; Falko's busy Q2 ahead of HPS Investment deal; Aergo agrees sale/leaseback for eight Boeing 737-800s; CDB Aviation adds new Turkish customer in the P2F space.
August 8th edition: Positive environment persists despite wobbles
August 8th 2024: This issue: The continuing evidence of delays and supply chain issues in latest reports from lessors, among others, provide further perspective on the balance of sentiments affecting what remains an overall positive environment for aviation finance and investing this summer; Spirit deal a highlight in strong quarter for AerCap; Allianz study shows crashes and collisions account for almost two thirds of aviation insurance claims; Investment firm to buy Chorus' regional aircraft leasing business; Turkish Airlines' renminbi aircraft financing deal; Embraer secures financings; CDB Aviation closes $700 million loan facility.
July 25th edition: Optimism for the aircraft leasing sector
July 25th 2024: This issue: Farnborough reflects dampened demand expectations and hopes for easing of supply constraints; Ryanair shocks market as it reveals profits after tax fell by 46% y-o-y in Q2; The 'Equity Investor Hub' in Aviation Finance; The Perspectives Column - EY Aviation Finance Sector Lead Niamh Tobin on the hopeful outlook there can be for aircraft leasing; Airbus A321XLR receives EU EASA type certification; Boeing's agenda set out ahead of FIA; Aergo acquires 4 aircraft from Aercap; ACG's order for 35 737MAXs; Willis LF signs deal with Pratt & Whitney for 15 GTF engines; BNDES finances 32 E175 jets
July 11th edition: Cebu Pacific MoU whets appetite ahead of Farnborough
July 11th 2024: In this issue: Cebu Pacific agrees mega order ahead of Farnborough; Boeing’s Spirit deal a centrepiece of efforts to solve quality lapses; Lessor trading updates show robust performance of leading lessors; Aircastle receives final tranche of shareholders $500 million investment; Eve Air Mobility gets $94m equity injection to support development of its eVTOL; American Airlines increases investment in H2 pioneer, as Airbus leads Spanish hydrogen airport hub study; AerCap agrees 10 aircraft deal with Turkish Airlines; BOC Aviation leases 8 aircraft to Air Canada
June 27th edition: Enduring supply chain issues bolstering leasing market outlook
June 27th 2024: In this issue: Airbus' latest delivery forecast shows tight supply of aircraft will remain a feature of the market for some time to come; AerCap upgraded; SMBC Avation Capital and Avolon expand banking groups in latest deals; India moving in the right direction on CTC; Carlyle closes 12 aircraft ABS deal; Hamburg Commercial Bank closes first primary aviation transaction; Nord/LB leaves aircraft financing market.
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