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.

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