The IBA Podcast

This week on the IBA Podcast, Neil Fraser, CFA, is joined by James Li-Tremble and Ed Dwyer to discuss the latest developments shaping the aviation industry. Together, they explore whether VietJet can successfully enter Australia's domestic market, unpack SAS' US$10 billion transformation and what it means for Air France-KLM's long-haul strategy, and also touch on the latest insight...

This week on the IBA Insider Podcast, hosted by Neil Fraser, CFA, our experts unpack three of the biggest stories shaping aviation today: Fleet Risk Management in Conflict Scenarios – Jordan Amos explores how lessors and airlines can strengthen resilience and protect assets in an increasingly uncertain geopolitical environment. Norwegian’s Leisure Bet – James Li-Tremble examines the airline’s stra...

In this episode, Neil Fraser moderates a discussion on some of the most pressing developments shaping today’s aviation market. Drawing on recent insights from Jonathan McDonald, and Xavier Baines, the conversation explores current conditions in the regional cargo sector, the opportunities and cost pressures facing Asia Pacific airlines, and the continued delays surrounding the Boeing 777X certific...

In this appraiser special episode of IBA Insider, James Halas , Manager for Commercial Aircraft Valuations, is joined by Iason Pascalis , Senior Aviation Analyst, to discuss the latest developments shaping regional jets and new-generation narrowbody aircraft. Following IBA’s latest update to narrowbody base values, James and Iason explore how this will impact lease rates and deliveries for these a...

This week on the IBA Insider Podcast, we explore three key forces shaping today’s aviation market. Neil Fraser , CFA, Senior Manager – Airline Analysis, breaks down fuel uncertainty and its wider impact across the industry. Elvis Kongolo , Aviation Manager – Commercial Aircraft & Leasing, and ISTAT Certified Appraiser, examines why JOLCO is not scarce, but access remains constrained. Ruchika K...

This week on the podcast, Graham Sherwood, Head of Advisory Sales and Iason Pascalis, Senior Analyst, break down the latest shifts shaping the aviation market. From stabilising values across popular aircraft types amid ongoing macro-economic volatility, to how airlines are ramping up Easter capacity despite rising costs and tightening airspace constraints, they explore what’s driving resilience an...

This week on the podcast, Stuart Hatcher, IBA's Chief Economist and Chief Data Officer, and Jonathan McDonald, Manager – Classic & Cargo Aircraft, examine how the current Middle East conflict is impacting global aviation and asset values. They reflect on previous regional conflicts and their implications for airport security, and how today’s developments, with rising oil prices, are affec...

This week, Neil Fraser, CFA, Senior Manager - Airlines, Jamie Davey, Manager - Engines and David Walsh, Aviation Analyst, unpack key themes shaping today’s aviation market. We take a deep dive into Vietnam’s evolving aviation landscape, explore the latest developments at Azul following its Chapter 11 emergence, and provide an engine market update, assessing supply dynamics, MRO pressures and what...

Stuart Hatcher, Jonathan McDonald and James Li-Tremble are back to unpack two defining aviation stories this week. Margins are thinning, labour costs are rising, and ancillary revenue is becoming mission-critical. James breaks down what the latest data tells us about profitability pressures, Southwest’s strategic pivot, and why the proposed Allegiant Air – Sun Country Airlines merger looks very di...

Mike Yeomans and Jonathan McDonald dive into the aviation market, covering topics from freighters, the trading market, to the strong demand for widebodies, and everything in between. From current conditions to emerging trends, this episode offers practical insight across the full aircraft landscape. Listen now for a concise, expert take on what’s driving the market. To read the articles mentioned,...

What can the aviation market expect in 2026? In this episode of the  IBA Insider Podcast , Stuart Hatcher and Mike Yeomans share their outlook for the year ahead, exploring base value trends, market dynamics, and the key factors shaping aircraft values across the global fleet. Listen now for expert insight into what’s driving the market, and what to watch as we move into 2026. Sign up for the news...

This week on the IBA Insight Podcast , Senior Commercial Manager Graham Sherwood is joined by Manager of Classic and Cargo Aircraft, Jonathan McDonald to break down the biggest developments shaping the market. Our lead story examines the newly issued A320 Airworthiness Directive, what it means for operators, lessors, and the broader fleet as compliance requirements evolve. Graham and Jonathan also...

This week, Neil Fraser, CFA and Kane Ray, ISTAT Certified Appraiser, dive into the biggest storylines shaping aviation: the headline commitments emerging from the Dubai Airshow, what to expect from engine OEMs heading into 2026, and the growing competitive threats facing regional airlines. Tune in for clear analysis, market context, and expert insights you won’t want to miss. To read the articles...

In this episode of the IBA Insider Podcast, Will McClintock and Jonathan McDonald unpack the latest developments shaping aviation. From active portfolio trading and Boeing’s 777X delays to the UK’s push toward cleaner propulsion technologies.  Tune in for sharp insights and data-driven context on what’s ahead for 2026.  Visit our website to read the articles discussed: https://www.iba.aero/resourc...

In this episode, Jonathan McDonald and Neil Fraser explore the latest developments shaping the commercial aviation landscape. From the resilience of Latin American carriers to Delta’s continued dominance and the steady performance of the 737-900ER, tune in for expert insights and data-driven analysis.  To read the articles discussed, please click here: https://www.iba.aero/resources/#articles Sign...

This week on IBA’s Insider Podcast , we discuss the latest industry news, aircraft sales with leases attached, and explore market demand trends, including Spirit’s 87-aircraft deal. We unpack IndiGo’s debut on the Mumbai–Heathrow route. Plus, our experts share insight from IBA’s latest Africa Aviation Market Update. To read the articles or find anything we have discussed today, please visit our we...

This episode takes a closer look at Mike’s latest market update, the movements we’re seeing in single aisle engine values and IBA’s Freighter Outlook Report. Tune in for expert perspectives on what’s driving aviation right now.  IBA's Webinars: https://www.iba.aero/resources/webinars/ IBA's Freighter Outlook Report: https://www.iba.aero/download-report-ibafmo/ Sign up for the newsletter...

This week on the IBA podcast, Neil Fraser, CFA   and Jonathan McDonald unpack the biggest aviation stories: Spirit’s Chapter 11, and the outlook for Dash in freighter conversions. 🎧 Listen now to stay ahead of the market.  Read a copy of the articles discussed here: https://www.iba.aero/resources/ Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - https://www.linkedin.com/compa...

Join Stuart Hatcher and Will McClintock as they unpack the latest in aviation – from Europe’s decarbonisation risks to COMAC’s programme outlook and persistent aircraft backlogs.  Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA Website - www.iba.aero

In this episode of IBA's Aviation Conversation, Executive Advisor Owen Geach is joined by William McClintock, Manager of IBA’s Aircraft Consultancy team, to explore the rising demand for airport slot valuations, particularly at London Heathrow. They break down what slots are, why their value has been climbing, and the factors influencing their pricing, from scarcity and macroeconomic trends t...

In this episode of IBA Insider , aviation experts Neil Fraser CFA , Hashen Hewawasam , ISTAT-Certified Appraiser, and Pehan Ambawatte unpack three key developments shaping the aviation market: The continued recovery in new generation widebody aircraft values  Why falling fuel prices may be masking deeper issues for US low-cost carriers  And how tariffs and trade policy are reintroducing uncertaint...

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...