The IBA Podcast

In this episode of IBA Insider, Neil Fraser CFA, Manager – Airline Analysis and Senior Aviation Analyst, Andreea Fasole-Berghes unpack the latest headlines shaping global aviation. They discuss Wizz Air’s sudden exit from Abu Dhabi, what the lifting of the US ban on GE aero-engine exports means for COMAC, and broader market pressures facing the industry. Tune in for expert insight into what these...

In this episode of IBA Insider , Manager - Airline Analysis, Neil Fraser CFA and Jon Whaley, Senior Aviation Analyst, explore the latest developments shaping aviation markets. They discuss Embraer’s recent SAS win following LOT’s defection to Airbus, assess whether business jet demand is entering a new phase, and examine the rising interest in 777-300ER freighter conversions amid limited feedstock...

In this episode of IBA Insider , Chief Economist and Exec. Advisor Dr. Stuart Hatcher and Neil Fraser CFA, Manager - Airline Analysis, share their predictions ahead of the Paris Airshow, reflect on Azul’s Chapter 11 filing, and unpack key takeaways from this week’s Rolls-Royce OEM briefing - all while diving into the ever-evolving aviation landscape.  Have questions or want to dive deeper? Get in...

In this episode of IBA Insider , Aviation Analyst Nicolas Karagiannis and Jamie Davey, Manager – Engines & Parts, explore the key developments shaping today’s aviation landscape. What’s inside: A cautious comeback for Aircraft ABS – what’s driving the recovery? Ongoing supply chain challenges and their impact on aircraft and engine maintenance Trends in aircraft values and the broader implicat...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Hashen Hewawasam, Head of Commercial Aircraft Valuation, share their insights on the latest stories in global aviation. In this episode, we discuss:   Stu’s View: Another Tariff Bump in the Road  A320-200 and Boeing 737-800 Aircraft Values Are Still on the Rise Got questions or thoughts on these topics? Reach out to the team f...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode, we discuss:  Stu’s View: A Tariff Boost?  Airlines Spring Back to Life as Restructuring Season Thaws European Airlines Will Miss Green Jet Fuel Targets  Got questions or thoughts on these topics? Reach out t...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Piotr Grobelny, Analyst – Airlines, share their insights on the latest stories in global aviation. In this episode, we discuss:  Stu’s View: No Change For Delivery Lead Times Turning Loyalty into Revenue: BA and Lufthansa Follow American Peers Air France-KLM Enters the Bidding War for Air Europa Got questions or thoughts on th...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode, we discuss:  Stu's View: Holding for Now – Airbus increases delivery targets for 2025, while Boeing faces challenges with fewer deliveries. Southwest Airlines' Casualty – The airline announces...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode, we discuss:   The ABS market in 2025 so far  The future of Rex Airlines - would government ownership work?  China’s RX4E: A groundbreaking milestone in sustainable aviation Got questions or thoughts on t...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode: Bond issuances, airline mergers & OEM claims – We analyse key financial and operational shifts, including mixed signals on GTF groundings and the impact of Airbus and Boeing's ambitious producti...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode: Post-Dublin Industry Insights Delta’s Premium Travel Success Sustainability Milestones for 2025 Policy Updates and Decarbonization Efforts Industry Challenges and Opportunities   Sign up for the newslett...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. 𝗪𝗿𝗮𝗽𝗽𝗶𝗻𝗴 𝗨𝗽 𝟮𝟬𝟮𝟰 𝘄𝗶𝘁𝗵 𝗜𝗕𝗔 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 ✈️ As we close out the year, the latest edition of the IBA Podcast brings you: ✈️ 𝗦𝘁𝘂’𝘀 𝗩𝗶𝗲𝘄 Insights into year-end delivery challenges, from supply chain constraints to the Boeing stri...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode, we explore: 321 GO!: Atlantic Leaps Increasing for Airbus Narrowbodies – Discover how the Airbus A321XLR is redefining transatlantic travel with its extended range and fuel efficiency. easyJet on Upward...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode, we explore three pivotal topics shaping the aviation industry's present and future: Boeing's Recovery Post-Strike: Analyzing the impact of recent strike action on Boeing's production and d...

Welcome to the IBA Insider Our experts bring you key insights and stories shaping the global aviation industry every fortnight. Stu’s View: Extensions Revisited Stu dives into recent ABS activity, focusing on extension trends in ageing aircraft types like the A320ceo and 737-800. Findings show that 50% of aircraft in three of the four pools had recent extensions, revealing shifts in lease dynamics...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, calls in from New York where he is attending the Airline Economics Growth Frontiers event and is joined by Neil Fraser CFA, Manager - Airline Analysis, to share their insights on the latest stories in global aviation. In the latest edition of the IBA Insider: JOLCOs and tax leases United leads Delta in Q3 EBIT, both lag behind 202...

IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In the latest edition of the IBA Insider: Current market conditions in the airline industry  Will Boeing actually land below investment grade? British Airways boosts UK market with £9m in high-quality carbon removals Joi...

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 the latest edition of the IBA Insider: - TAP may finally be in play for the European consolidation story - Are Canadian Low-cost carriers being set up to fail? - Modern aircraft contrails present ne...

Join IBA’s Kane Ray, Head of General Aviation and Aftermarket, and Rami Abdel Aziz, Manager - Helicopters, for the latest updates on the helicopter market.  Kane and Rami cover a top-level market overview, drill down into specifics by weight category and share the latest data and insights on asset values and lease rate performance. Taken from our webinar, IBA's Helicopter Update: The Outlook...

Join IBA’s Mike Yeomans, Director - Advisory & Consulting, and Jonathan McDonald, Manager - Classic & Cargo Aircraft, for the latest updates on the air freighter market. Mike and Jonathan provide a comprehensive update on the cargo market and the outlook for the future, drilling down into the market dynamics, trends and key themes you need to be across. Taken from our webinar, IBA's C...

Join IBA’s experts Dr Stuart Hatcher and  Mike Yeomans , for our in-depth analysis following the Farnborough International Airshow 2024. Stuart and Mike cover: ✈️ IBA’s pre-show predictions vs. actual order activity 📈 Current backlog and delivery forecasts 🛩️ The latest technological advancements 🔍 Key themes in aircraft and engine choices Taken from our July 2024 webinar,  Farnborough Airshow 2...

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 Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - http...

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 gree...

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 ...

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...