IBA's Aviation Podcast

Follow IBA's Aviation Podcast
Share on
Copy link to clipboard

IBA, the award winning aviation consultancy, share our unrivalled aviation expertise on subjects that we recognise can be complex and challenging. By sharing our insight and experience through these complimentary podcasts we can further support your business.

IBA Group


    • Apr 25, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 35m AVG DURATION
    • 43 EPISODES


    Search for episodes from IBA's Aviation Podcast with a specific topic:

    Latest episodes from IBA's Aviation Podcast

    Aviation Outlook: Tariff Updates & Rising Aircraft Values

    Play Episode Listen Later Apr 25, 2025 47:11


    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 RiseGot questions or thoughts on these topics? Reach out to the team for more insights.Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Aviation Outlook: Tariffs, Airlines Restructure & Green Fuel Setbacks

    Play Episode Listen Later Apr 4, 2025 38:24


    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 ThawsEuropean Airlines Will Miss Green Jet Fuel Targets Got questions or thoughts on these topics? Reach out to the team for more insights.Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Aviation Outlook: Update on Delivery Lead Times & Air Europa Bidding War

    Play Episode Listen Later Mar 21, 2025 33:23


    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 TimesTurning Loyalty into Revenue: BA and Lufthansa Follow American PeersAir France-KLM Enters the Bidding War for Air EuropaGot questions or thoughts on these topics? Reach out to the team for more insights.Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Aviation outlook: Growth, Challenges, and Green Transitions

    Play Episode Listen Later Feb 28, 2025 45:23


    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 mass layoffs due to financial struggles.Heathrow's Third Runway – Expansion sparks debate over economic benefits vs. environmental impact.Green Transport Transition – New report on UK airport energy needs through 2070.Got questions or thoughts on these topics? Reach out to the team for more insights.Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    ABS Updates, Rex Ownership, and China's RX4E Milestone: Insights from IBA Experts

    Play Episode Listen Later Feb 14, 2025 47:19


    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 aviationGot questions or thoughts on these topics? Reach out to the team for more insights.Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Aviation Outlook: Heathrow's Expansion, Boeing's Big Start & US Airline Profits Under Pressure

    Play Episode Listen Later Jan 31, 2025 66:53


    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 production goals.Boeing's bright start – Despite a tough 2024 forecast, Boeing delivered an impressive number of 737 MAX aircraft in January, surpassing expectations. Can they sustain this momentum, and how does it compare to Airbus?US airline earnings & inflation's impact – American, United, and Delta post record revenues, but rising maintenance costs and inflationary pressures tell a more complex story. We break down profitability, cost structures, and what this means for the industry.Heathrow's third runway & London airport expansions – The UK government revives Heathrow's expansion plans, while London City Airport looks to grow. We explore what this means for air traffic, slot valuations, and the long-term impact on emissions.Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Navigating Aviation's Future: Dublin Reflections, Premium Travel Trends, and Sustainability Milestones

    Play Episode Listen Later Jan 17, 2025 60:54


    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 InsightsDelta's Premium Travel SuccessSustainability Milestones for 2025Policy Updates and Decarbonization EffortsIndustry Challenges and Opportunities Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Website - www.iba.aeroSign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Year-End Insights, Festive Mergers & 2025 Trends Await

    Play Episode Listen Later Dec 16, 2024 52:38


    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.

    Airbus Narrowbody Leaps & easyJet's FY2024 Triumph: Insights from IBA Experts

    Play Episode Listen Later Dec 2, 2024 36:40


    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 Trajectory Whilst Ryanair and Wizz Wane – A deep dive into easyJet's impressive FY2024 performance and how it outpaced competitors like Ryanair and Wizz Air. Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aeroSign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Boeing Strikes, Yield Challenges, and Europe's Airline Giants

    Play Episode Listen Later Nov 19, 2024 44:30


    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 delivery cycles. What challenges lie ahead for the 737 MAX program, and can the recovery replicate past successes?Asian Market Shifts: Examining the decline in airline yields in Asia, with a spotlight on capacity growth strategies and the resurgence of Chinese carriers. What do these trends mean for profitability and market competition in the region?European Airlines Under Pressure: A deep dive into the mixed financial results among Europe's major carriers. With rising costs and operational challenges, what sets the strongest performers apart, and how are others adapting to maintain profitability?Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Extensions revisited, frontier buck the trend among US LCCs, Lilium files for self-administration

    Play Episode Listen Later Nov 1, 2024 46:10


    Welcome to the IBA InsiderOur experts bring you key insights and stories shaping the global aviation industry every fortnight.Stu's View: Extensions RevisitedStu 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.Frontier Bucks the Trend Among US LCCsAs US Low-Cost Carriers (LCCs) report results, most aligned with the Halloween theme of scary earnings. However, Frontier Airlines stood out with a surprising 2.8% net margin, bucking industry expectations.Lilium Files for Self-AdministrationeVTOL developer Lilium has entered self-administration for two of its subsidiaries. The company, known for its innovative electric vertical take-off designs, has successfully raised significant financing, facing challenges as it moves forward.What the French Solidarity Tax Could Mean for AviationThe French government proposes a substantial increase in the aviation solidarity tax to help bridge a €60 billion national deficit. This article explores potential impacts on the aviation sector.Webinar On-Demand: Airline Risk in 2024Our recent webinar provided an in-depth look at airline performance and emerging risk indicators in 2024. IBA's advisory team highlighted key signals to help manage risks in this evolving market.Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    JOLCOs and tax leases, United leads Delta in Q3 EBIT& Chinese carriers surge as Europeans cut capacity

    Play Episode Listen Later Oct 18, 2024 39:01


    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 leasesUnited leads Delta in Q3 EBIT, both lag behind 2023Chinese carriers surge as European airlines cut Asia capacityRegister for our upcoming Airline risk webinar -  https://www.iba.aero/events/airline-risk-in-2024-spotting-and-managing-the-key-signals/Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Airline failures update, Downgrading Boeing's credit rating & BA buys £9m in carbon removals

    Play Episode Listen Later Oct 4, 2024 42:09


    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 removalsJoin us at Airline Economics: New York - https://www.iba.aero/events/airline-economics-ny-2024/Register for our Airline risk webinar -  https://www.iba.aero/events/airline-risk-in-2024-spotting-and-managing-the-key-signals/Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    TAP's European consolidation story, Interest rates outlook & Canada's low-cost carrier failures

    Play Episode Listen Later Sep 13, 2024 45:20


    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 new climate challenges  LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    The Latest Helicopter Market Outlook (2024)

    Play Episode Listen Later Aug 23, 2024 30:00


    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 (May 2024).Watch the full recording on demand here:  https://www.iba.aero/webinars/helicopter-update-the-outlook/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    The Latest Air Cargo Market Outlook (2024)

    Play Episode Listen Later Aug 9, 2024 50:37


    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 Cargo Update: The Outlook (June 2024).Watch the full recording on demand here: https://www.iba.aero/webinars/cargo-update-the-outlook/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Farnborough Airshow 2024: The Round-up

    Play Episode Listen Later Jul 30, 2024 60:56


    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

    IBA's Farnborough predictions + more!

    Play Episode Listen Later Jul 12, 2024 36:49


    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 restructureLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later Jun 28, 2024 37:00


    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 futureLufthansa's unprecedented pivot from optional green fares to a mandatory surchargeLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later Jun 14, 2024 34:39


    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-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later May 31, 2024 32:36


    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://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later May 17, 2024 32:27


    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 Group results✈️ GTF engine lease rates updateLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later May 3, 2024 36:58


    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' allegationsLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later Apr 19, 2024 35:02


    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/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later Apr 6, 2024 37:05


    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 AerospaceGet in touch to request a copy: Marketing@iba.aeroSign up for the IBA Insider here: bit.ly/3MVHjMKLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later Mar 15, 2024 44:01


    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: Marketing@iba.aeroSign up for the IBA Insider here: bit.ly/3MVHjMKLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later Mar 4, 2024 31:50


    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: Marketing@iba.aeroSign up for the IBA Insider here: bit.ly/3MVHjMKLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later Feb 16, 2024 28:27


    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: Marketing@iba.aeroSign up for the IBA Insider here: bit.ly/3MVHjMKLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - 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

    Play Episode Listen Later Feb 2, 2024 38:25


    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: Marketing@iba.aeroSign up for the IBA Insider here: bit.ly/3MVHjMKLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

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

    Play Episode Listen Later Jan 22, 2024 25:40


    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: Marketing@iba.aero Sign up for the IBA Insider here: bit.ly/3MVHjMKLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    Helicopter Market Update (2023)

    Play Episode Listen Later Jan 5, 2024 13:59


     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/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    eVTOL Market Update (2023)

    Play Episode Listen Later Dec 22, 2023 20:26


    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/IBAaviationYouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

    The IBA Weekly: Issue 45

    Play Episode Listen Later Dec 10, 2023 22:23


    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: Marketing@iba.aero Sign up for the IBA Weekly here: bit.ly/3MVHjMKLinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/Twitter - https://twitter.com/IBAaviationWebsite - www.iba.aero

    The Latest in Aviation ESG

    Play Episode Listen Later Nov 24, 2023 24:07


    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/IBAaviationWebsite - www.iba.aero

    Airline Performance in 2023

    Play Episode Listen Later Oct 27, 2023 22:03


    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/IBAaviationWebsite - www.iba.aero

    IBA’s Aviation and the Environment Podcast, February 2021

    Play Episode Listen Later Feb 5, 2021 20:56


    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) discuss current regulation and compliance information, emerging green finance initiatives including sustainability loans and OEM investment and research activity. Additionally, the pair share details of IBA’s latest initiative, our InsightIQ Carbon Emissions Calculator. Available in the coming weeks, this new module will support the market with compliance, stakeholder engagement, green financing and efficiency by measuring carbon emissions across all commercial aircraft. Request more information here. We hope you find this podcast insightful and relevant to your business. If you have any further questions, comments or feedback please contact: Tim.Boon@iba.aero

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

    Play Episode Listen Later Nov 26, 2020 21:37


    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 outlook for the engine market is looking much less bleak than it was a few months ago. Listen to Phil and David as they come together 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. If you have any further questions, or comments please contact – David.Archer@iba.aero

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

    Play Episode Listen Later Oct 13, 2020 38:23


    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/IBAaviationWebsite - www.iba.aero

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

    Play Episode Listen Later Oct 13, 2020 26:47


    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 of Valuations. If you would like to attend, secure your place here.If you have any further questions, comments, or feedback on the topics discussed please contact Phil Seymour: philseymour@iba.aero

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

    Play Episode Listen Later Sep 23, 2020 26:47


    Phil Seymour, IBA’s President and Head of Advisory, and Killian Croke, Lead Audit Partner - Aviation Finance Practice 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 on 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 of Valuations. If you would like to attend, secure your place here. If you have any further questions, comments or feedback on the topics discussed please contact: philseymour@iba.aero

    IBA Podcast: Operating Lease Agreements

    Play Episode Listen Later Mar 13, 2020 12:31


    IBA’s Aviation and the Environment Podcast, February 2020

    Play Episode Listen Later Feb 26, 2020 21:10


    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 will be at the forefront of investment and business opportunities. This podcast explores the substantial achievements the aviation industry has made in technology, infrastructure and governance with the aim of giving a snapshot of the future challenges and solutions we collectively face as an industry.If you have any further questions, comments or feedback please contact: Tim.Boon@iba.aero

    IBA's Aviation Podcast - The Paris Air Show Edition

    Play Episode Listen Later Jun 20, 2019 17:54


    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: StuartHatcher@iba.aero 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.

    Claim IBA's Aviation Podcast

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel