 July 10th: Optimism for EETC market return
July 10th 2025: In this issue: AerCap completed 116 asset deals in Q2 2025; Avolon reports strong performance in Q2, prices notes offering; Conditions improving for recovery in EETC issuance levels; Narrowbody storage rates above pre-Covid levels despite high demand for aircraft; Further large orders predicted in 2025 despite subdued Paris Air Show; AirAsia plans to transform network with Airbus mega order; Aircastle sees strong revenue growth in Q2; SMBC Aviation Capital agrees five jet deal with Turkish Airlines.
June 26th Edition: Paris Air Show orders
June 26th 2025: In this issue: Vietjet, Avilease and ANA lead the way on Paris orders; Muted lessor activity symptomatic of a quiet Paris Air Show; Global commercial aircraft fleet forecast to double over the next 20 years; AerCap to set up engine leasing JV supporting AF-KLM’s MRO customers; The $280 billion urban air mobility opportunity; National aviation authorities come together to streamline entry to market of new aircraft types; ACG closes $1 billion secured loan.
June 12th edition: Positive market sentiments ahead of Paris 2025
June 12th 2025: In this issue: AerCap gives update on stranded assets; The global tax deal, new national ambitions and the future shape of the global leasing business; Fitch predicts aviation ABS resilience in face of tariffs but downgrades 2025 outlook for the market; Paris 2025 preview: a barometer of airline sentiment; Willis and Carlyle add further momentum to aviation ABS market; BOC Aviation seals deals with Avianca and Gulf Air; Abelo secures $750m facility; Avolon scoops award for Castlelake deal.
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Developments
May 29th Edition: AWG's tariff recommendations
May 29th 2025: In this issue: AWG outlines the reasons for continuing and strengthening the zero-tariff system for aviation assets; Five recommendations to drive the growth of Ireland’s aviation industry; Cerberus buys turboprop leasing specialist Abelo from Oaktree; SMBC Aviation Capital reports record annual profit; KBRA assesses the impact of trade tensions and tariff threats on the aviation ABS market; Azorra moves quickly to secure major E-Jet portfolio as DAE Capital revamps portfolio following NAC deal close.
May 15th Edition: Mega orders show long term optimism
May 15th 2025: In this issue: Avolon receives upgrades from Moody's and Fitch; Avilease's first direct aircraft order is the lessor's latest milestone after recently obtaining investment grade status; PK AirFinance and Sky Leasing end aviation ABS issuance hiatus; Qatar Airways and IAG's widebody mega orders shows airlines already looking beyond tariff turbulence; DAE completes Nordic Aviation Capital acquisition; Air Lease took delivery of 14 aircraft in Q1; Record quartely revenue for Willis Lease; Passenger demand grows but outstripped by capacity growth.
Latest Edition May 1st: Tariffs: a win-win solution for aircraft
May 1st 2025: In this issue: Expansion of WTO civil aircraft agreement would be a win-win for global aviation; AerCap raises annual guidance after strong opening quarter; Avolon lease revenue up 10% in Q1; IBA: old technology narrowbody values still rising; Boeing price increases would make Ryanair reassess current orders; AviLease reaches investment grade milestone; Aircastle records 48% net income growth for FY 2024; SKY Leasing's latest fund
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.
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