- Latest Edition May 29th: AWG's tariff recommendations
- May 15th Edition: Mega orders show long term optimism
- Latest Edition May 1st: Tariffs: a win-win solution for aircraft
- April 17th Edition: Tariffs on aircraft - delay and hope
- April 3rd Edition: Avoiding tariff turbulence
- March 20th Edition: How tariffs could reshape the aircraft market
Leasing Business Azorra moves quickly to secure major E-Jet portfolio as DAE Capital revamps portfolio following NAC deal close
Tariffs AWG outlines the reasons for continuing and strengthening the zero-tariff system for aviation assetsAviation Working Group (AWG) has released a detailed statement on tariffs and the aviation sector which sets out and applies fundamental AWG principles - namely market primacy, level playing field, predictable international trading rules and aviation safety – and includes policy recommendations on tariffs and the aviation sector. Investment in Aviation Cerberus buys turboprop leasing specialist Abelo from OaktreeAbelo, the specialist turboprop lessor headquartered in Dublin, has been acquired by Cerberus from fellow private equity firm Oaktree Capital Management. With the backing of Cerberus the lessor’s CEO Stephen Gorman says Abelo is well-positioned to execute its strategy and accelerate growth in the turboprop niche. Developments ITOCHU's new aircraft leasing operation; CDB Aviation's $700m debt issuanceJapan's ITOCHU establishes new aircraft leasing operation; CDB Aviation prices $700 million notes issuance; Aviation Capital Group added 15 aircraft in Q1 2025; BOC Aviation agrees nine aircraft deal with Gulf Air; S&P upgrades Avolon's credit rating outlook to positive; SMBC Aviation Capital closes first ever ECA supported SLL for an Airbus aircraft; Vietjet doubles A330neo orderbook with new 20 aircraft agreement with Airbus; Etihad adds 28 widebodies to its Boeing orderbook. |
In this issue In this issueTariffs loom large over the global economy with direct and indirect threats to aviation. In this issue we include the latest research from KBRA on the impact that threatened, and actual, tariffs have on aircraft ABS while we also feature the Aviation Working Group's statement on tariffs that highlights the large pitfalls for the global economy of a tariff-stunted aviation industry and offers policy recommendations on tariffs. Elsewhere, we feature a jurisdiction focus on Ireland from contributing editor Joe Gill as well as the latest private equity moves, lessor performance and fleet reorganisations. Jurisdiction Focus: Ireland Five recommendations to drive the growth of Ireland’s aviation industry
Leasing Business SMBC Aviation Capital reports record annual profitLessor SMBC Aviation Capital reported record profit before tax of $563 million for its FY 2024 (up to 31st March 2025), a figure that swells to $1.2 billion when proceeds from its Russian insurance settlements are included. Its core lease rental total reached $2 billion and CEO Peter Barrett said despite recent volatility the business is 'strongly positioned to drive further profit growth.' The lessor also revealed recoveries of $1.41 billion in Russian insurance settlements to date. ABS KBRA assesses the impact of trade tensions and tariff threats on the aviation ABS marketThe latest aviation ABS market research from the analyst team at KBRA looks at how heightened trade tensions and shifting tariff policies are impacting aviation ABS issuances which had looked set to near record levels of issuance following a strong opening quarter to 2025. |
Regional aircraft lessor Azorra has agreed to buy 49 Embraer E-Jets and two GE CF-34 engines from fellow lessor DAE Capital. DAE Capital recently closed the acquisition of Nordic Aviation Capital (NAC), formerly the largest regional aircraft lessor, and this agreement between DAE Capital and Azorra can be seen as the continuation of the strong aircraft trading links between Azorra and NAC - Azorra previously acquired 48 aircraft previously owned by NAC in recent years. For DAE Capital the sale is part of a larger move aimed at, amongst other things, reducing the average age of its fleet.
Aviation Finance contributing editor Joe Gill, one of the authors of a recent report that analyses Ireland’s special relationship, and outsized influence in certain aspects, with the global aviation sector, outlines the major recommendations from the report, including calls to create a digital aircraft asset certificate that could revolutionise aircraft trading, a growing market that is key for investors and lessors.