The Aviation Conversation

IBA's Farnborough predictions + more!

IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Piotr Grobelny, Aviation Analyst, share their insights on the latest stories in global aviation. In this episode: - Predictions for the Farnborough Airshow 2024 - Consolidation continues as EU approves ITA takeover and SAS restructure LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklM...

Could FedEx retirements signal cargo weakening, Lufthansa’s unprecedented pivot, & Rebalancing supply and demand with costs

IBA's Neil Fraser CFA, Manager - Airline Analysis, William McClintock, Manager - Consulting, and Piotr Grobelny, Aviation Analyst, share their insights on the latest stories in global aviation. In this episode: Are FedEx retirements another signal of continued cargo weakening? The rebalancing of supply and demand with an uncertain cost future Lufthansa’s unprecedented pivot from optional green fares to a mandatory surcharge LinkedIn - https://www.linkedin.com/company/iba-aviation-consul...

Revised aircraft delivery predictions, Nigeria releases $850m in aviation revenue & more!

IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode: - Revised full-year aircraft delivery expectations - Is Nigeria's release of $850m in aviation revenue a turning point for Africa? - Formula E and DHL go green for Shanghai round  + other airline and aviation news from the last fortnight! LinkedIn - https://www.linkedin.com/company/iba...

History repeats for SpiceJet, Positive FY23/24 results for Wizz and Ryanair & IndiGo to introduce business class

IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode: ✈️ History repeats itself for SpiceJet ✈️ Positive FY23/24 results for Wizz and Ryanair ✈️ IndiGo pivots again to introduce business class by the end of 2024 + other airline news from the week! LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twit...

European airline Q1 results, Emirates & Singapore Airlines exit 2023 with record figures & a GTF engine lease rates update

IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, Mike Yeomans, Director - Valuations and Consulting & ISTAT Certified Senior Appraiser and Piotr Grobelny, Aviation Analyst, share their insights on the latest stories in global aviation. In this edition  of the IBA Insider podcast: ✈️ The latest European airline group results   – IAG, Lufthansa ✈️ Regulatory challenges for US and Euro airlines ✈️ Emirates' results and aircraft refit program ✈️ Singapore Airlines ...

Boeing updates, IndiGo questions India’s long-haul demand & Euro giants cut costs

IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. In the latest edition of the IBA Insider podcast: ✈️ IndiGo asks the question of India’s long-haul demand ✈️ Operational disruptions lead European giants to cut costs ✈️ EU investigates 20 airlines for ‘greenwashing’ allegations LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitte...

IBA Insider: Little trouble in big China, Supply disruptions dent US airlines' Q1 results & Landmark case finds KLM advertisements ‘misleading’

IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. In the latest edition of the IBA Insider: ✈️ Little trouble in big China ✈️ Supply disruptions dent US Q1 results to differing extents ✈️ Landmark case finds KLM advertisements ‘misleading’ LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/chan...

Another slow quarter, Is Turkish Airlines Europe's fourth full-service group & GE breakup propels a new direction parent company

IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. ✈️ Another slow quarter for aircraft deliveries ✈️ With Turkish Airlines’ latest record results, is the European full-service market now about 4 groups? ✈️ General Electric's breakup propels a new direction for GE Aerospace Get in touch to request a copy: [email protected] Sign up for the IBA Insider here: bit.ly/3MVHjMK LinkedIn - https...

Three delays and a part-out, Lufthansa comes second for performance & Increased passenger interest in aviation sustainability

IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Get in touch to request a copy: [email protected] Sign up for the IBA Insider here: bit.ly/3MVHjMK LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA Website - www.iba.aero

IBA Insider: An update on airline failures, IAG outshines AF-KLM & consolidation to save SpiceJet and Go First?

IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Get in touch to request a copy: [email protected] Sign up for the IBA Insider here: bit.ly/3MVHjMK LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA Website - www.iba.aero

IBA Insider: GTF hit worse than first thought & What does the UK's airport slot reform mean for airlines?

IBA's Neil Fraser CFA, Airline Analysis Manager, and William McClintock, Market Analysis and Forecasting Manager share their insights on the latest stories in global aviation. Get in touch to request a copy: [email protected] Sign up for the IBA Insider here: bit.ly/3MVHjMK LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA Website - www.iba.aero

IBA Insider: Key takeaways from Airline Economics Dublin, U.S. full-service carriers diverged further from low-cost sector & GOL goes under

The key takeaways from Airline Economics: Dublin, U.S. full-service carriers diverged further from the low-cost sector in 2023 and GOL goes under. IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Get in touch to request a copy: [email protected] Sign up for the IBA Insider here: bit.ly/3MVHjMK LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitt...

IBA Insider: Edition 2

The key takeaways from Airline Economics: Dublin, U.S. full-service carriers diverged further from the low-cost sector in 2023 and GOL goes under. IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Get in touch to request a copy: [email protected] Sign up for the IBA Insider here: bit.ly/3MVHjMK LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitt...

IBA Insider: Edition 1

Our predictions for the upcoming Airline Economics: Dublin conference, Boeing quality issues not enough to deter Akasa Air’s latest 737 orders and DOJ strikes again as US judge blocks JetBlue-Spirit Airlines merger. IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Get in touch to request a copy: [email protected] Sign up for the IBA Insider here: bit.ly/3MVHjMK LinkedIn - https://www...

IBA Insider: Issue 1

Our predictions for the upcoming Airline Economics: Dublin conference, Boeing quality issues not enough to deter Akasa Air’s latest 737 orders and DOJ strikes again as US judge blocks JetBlue-Spirit Airlines merger. Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Get in touch to request a copy: [email protected] Sign up for the IBA Insider here: bit.ly/3MVHjMK LinkedIn - https://www.linke...

IBA Insider: Airline Economics Dublin predictions, Boeing quality issues not enough to deter Akasa Air & US judge blocks JetBlue-Spirit merger

Our predictions for the upcoming Airline Economics: Dublin conference, Boeing quality issues not enough to deter Akasa Air’s latest 737 orders and DOJ strikes again as US judge blocks JetBlue-Spirit Airlines merger. IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Get in touch to request a copy: [email protected] Sign up for the IBA Insider here: bit.ly/3MVHjMK LinkedIn - https://www...

Helicopter Market Update (2023)

 In this edition, IBA's Mike Yeomans and Rami Abdel Aziz cover the latest developments in the helicopter space and near term outlook for this asset class. Learn more about IBA Insight: https://www.iba.aero/products/iba-insight/ Learn more about IBA Group's aviation valuations services: https://www.iba.aero/services/valuations/ LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/channel/UCSkPhTf-0...

eVTOL Market Update (2023)

In this edition, IBA's Mike Yeomans and Denesz Thiyagarajan cover the latest developments in the electric vertical take-off and landing (eVTOL) aircraft space and the forward outlook for market entry. Learn more about IBA Insight: https://www.iba.aero/products/iba-insight/ Learn more about IBA Group's aviation valuations services: https://www.iba.aero/services/valuations/ LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube...

The IBA Weekly: Issue 45

An early peek at final OEM performance, Alaska Airlines set to acquire Hawaiian Airlines as US consolidation continues west and EU to include taxing aviation fuel at the ongoing COP28 Summit. Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation.  Get in touch to request a copy: [email protected]  Sign up for the IBA Weekly here: bit.ly/3MVHjMK LinkedIn - https://www.linkedin.com/company/iba-aviati...

The Latest in Aviation ESG

Welcome to The Aviation Conversation. In this edition, IBA's Phil Seymour and Jeni Stanley explore recent trends in aviation ESG and share their insights on the latest industry updates. Learn more about IBA NetZero, our commercial aviation carbon calculator. Learn more about IBA Group's aviation ESG consulting services. LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V7...

Airline Performance in 2023

Welcome to the Aviation Conversation. In this edition, IBA's Phil Seymour and Dan Taylor explore airline performance over the past year, current industry trends and provide a forward market outlook in the short and long term. Learn more about IBA Airlines, our ground-breaking airline insights platform. Find out more about IBA Group's aviation consultancy services. LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - http...

IBA’s Aviation and the Environment Podcast, February 2021

Despite its best efforts, the Covid-19 pandemic failed to deflect all stakeholder interest within the aviation industry away from environmental and sustainability concerns. In January 2020 IBA published its well-received ‘Aviation and the Environment’ report and in response to market demand we have just released our 2021 version. Download your copy here on our website.  In this short podcast IBA’s Phil Seymour (President & Head of Advisory) and Tim Boon (Aviation Analyst and ESG Specialist)...

Aviation and the Environment (2021)

Despite its best efforts, the Covid-19 pandemic failed to deflect all stakeholder interest within the aviation industry away from environmental and sustainability concerns. In January 2020 IBA published its well-received ‘Aviation and the Environment’ report and in response to market demand we have just released our 2021 version. Download your copy here on our website.  In this short podcast IBA’s Phil Seymour (President & Head of Advisory) and Tim Boon (Aviation Analyst and ESG Specialist)...

IBA’s Aviation Podcast: Glimmers of Positivity for the Engine Market

Following on from our Engine Market Update webinar in September, IBA’s Phil Seymour, President & Head of Advisory, and David Archer, Senior Engine Analyst, bring you an insightful and thought-provoking podcast that reviews the current status of the aero engine market.  It goes without saying that Covid-19 has had a significant impact on the engine sector. However, positive news about the vaccines, stored aircraft returning to service and utilisation increasing are all indicators that the ou...

Glimmers of Positivity for the Engine Market

Phil Seymour, IBA Group President & Head of Advisory, and David Archer, Senior Engine Analyst, reviews the current status of the aero engine market to provide a top-level overview on key topics such as engine shop visit capacity vs demand, difficulties faced by the engine OEMs and the performance of engine values. LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA ...

IBA & LCI: The Helicopter Market and the Impact of COVID-19

Phil Seymour, IBA Group President & Head of Advisory, and Crispin Maunder, Executive Chairman of LCI, come together to discuss the helicopter market, the impact of the global COVID-19 pandemic, and comparisons to the fixed wing market. LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA Website - www.iba.aero

IBA & KPMG: Aviation Asset Impairments and the Impact of COVID-19

Phil Seymour, IBA Group President & Head of Advisory, and Killian Croke, Partner at KPMG Ireland, come together to discuss how the COVID-19 global pandemic will impact aviation asset impairments in the future. This short podcast is a precursor to the IBA Asset Values Masterclass webinar we are running tomorrow (Thursday 24th September). Designed for airlines, lessors, and financiers, this complementary webinar is a must attend for anybody looking to refresh, build or renew their understandi...

IBA & KPMG Podcast: Aviation Asset Impairments and the Impact of Covid-19

Phil Seymour, IBA’s President and Head of Advisory, and Killian Croke, Partner at KPMG Ireland, come together to discuss how the Covid-19 global pandemic will impact aviation asset impairments in the future. This short podcast is a precursor to the IBA Asset Values Masterclass webinar we are running tomorrow (Thursday 24th September). Designed for airlines, lessors, and financiers, this complementary webinar is a must attend for anybody looking to refresh, build or renew their understanding...

IBA Podcast: Operating Lease Agreements

Operating Lease Agreements

Phil Seymour, IBA Group CEO, and Andy Mansell, Partner at Split Rock Aviation discuss their recent report on operating lease agreements. Read more here LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA Website - www.iba.aero

IBA’s Aviation and the Environment Podcast, February 2020

Aviation generates 2-3% of global CO₂ emissions and, if business continues as usual, is on course to produce double these emissions by 2037 when IATA predicts 8.2 billion annual air travellers. As a result, the industry is under increasing pressure to reduce its contribution to global warming and decarbonise operations in a bid to offset passenger growth.  Sustainability and aviation’s impact on the environment are significant issues facing the industry over the coming years, subjects which...

Aviation and the Environment (2020)

Phil Seymour, IBA Group President & Head of Advisory, and Tim Boon, Aviation Analyst and ESG Specialist, explore the insights in our first ‘Aviation and the Environment’ report and the substantial achievements the aviation industry has made in technology, infrastructure and governance. Download your copy here LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA Websi...

The Paris Air Show Edition

In this short podcast, IBA's Phil Seymour & Stuart Hatcher summarise the current orders and activity at Paris Air Show 2019. If you have further questions, comments or feedback please contact Stuart Hatcher. We will also be hosting a Post Paris Air Show round-up webinar on Tuesday 25th June - register your interest here. LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ Twitter - https://twitter.com/IBAaviation Website - www.iba.aero LinkedIn - https://www.linkedin.c...

IBA's Aviation Podcast - The Paris Air Show Edition

In this short podcast, IBA's Phil Seymour & Stuart Hatcher summarise the current orders and activity at Paris Air Show 2019. If you have further questions, comments or feedback please contact: [email protected] or visit www.iba.aero. We will also be hosting a Post Paris Air Show round-up webinar on Tuesday 25th June - register your interest here.