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The IBA Podcast

IBA Group

56 episodes

1 month ago

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 unpack the latest performance metrics, including RASK trends and cost containment across airlines...

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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 unpack the latest performance metrics, including RASK trends and cost containment across airlines...

Show more...

Episodes (20/56)

The IBA Podcast

IBA Insider: A320 Airworthiness, Rising RASK & SAF Targets

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 unpack the latest performance metrics, including RASK trends and cost containment across airlines...

1 month ago

42 minutes

The IBA Podcast

IBA Insider: Dubai Airshow Commitments, Engine OEMs in 2026, Regional Airline Threats

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 discussed today, please visit our website: https://www.iba.aero/resources/#articles Sign up for t...

1 month ago

32 minutes

The IBA Podcast

IBA Insider: M&A Momentum, 777X Delays, and the UK’s Green Push

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

2 months ago

44 minutes

The IBA Podcast

IBA's Insider: Latin Airline Failures Forgotten, Delta Lead Extended and 737-900ER Holding Strong

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 up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - https://www.linkedin.com/c...

2 months ago

37 minutes

The IBA Podcast

IBA Insider: IndiGo’s New Route and Africa Growth

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

3 months ago

28 minutes

The IBA Podcast

IBA Insider: Freighter Outlook Report, Mike's Market Update, Single Aisle Engine Values

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 - https://www.iba.aero/sign-up/ LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ ...

3 months ago

42 minutes

The IBA Podcast

IBA Insider: Spirit’s Chapter 11, Engine Values Update & Dash vs ATR

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/company/iba-aviation-consultancy/ YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V7...

4 months ago

45 minutes

The IBA Podcast

IBA Insider: Decarbonisation, COMAC Outlook & Aircraft Orders

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

4 months ago

40 minutes

The IBA Podcast

The Aviation Conversation: Slots with William McClintock

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 to future changes in allocation rules. The discussion also covers the potential impact of a third Heath...

5 months ago

20 minutes

The IBA Podcast

IBA Insider: Widebody Recovery, LCC Strain & Tariff Uncertainty

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 uncertainty despite lower market volatilityTune in for sharp insights and data-led analysis on what th...

5 months ago

39 minutes

The IBA Podcast

IBA Insider: Wizz Air Retreats, COMAC Boosted, and US Q2 Earnings Kick Off

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 developments signal for airlines, manufacturers, and investors. Have questions or want to learn m...

5 months ago

35 minutes

The IBA Podcast

IBA Insider: New Bizjet Trends, 777 P2F Squeeze & Embraer Win

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. Have questions or want to dive deeper? Get in touch with the IBA team for tailored insights. htt...

6 months ago

31 minutes

The IBA Podcast

IBA Insider: Paris Airshow Predictions, Azul's Chapter 11 & OEM Outlooks

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 touch with the IBA team for tailored insights. https://www.iba.aero/contact/ Sign up for the ...

7 months ago

42 minutes

The IBA Podcast

IBA Insider: ABS Comeback, Supply Chain Strains

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 maintenanceTrends in aircraft values and the broader implications for lessors and investorsHave questions or want to dive deeper? Get in touch with the IBA team ...

7 months ago

23 minutes

The IBA Podcast

Aviation Outlook: Tariff Updates & Rising Aircraft Values

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 - h...

8 months ago

47 minutes

The IBA Podcast

Aviation Outlook: Tariffs, Airlines Restructure & Green Fuel Setbacks

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/ L...

9 months ago

38 minutes

The IBA Podcast

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

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.ae...

9 months ago

33 minutes

The IBA Podcast

Aviation outlook: Growth, Challenges, and Green Transitions

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 bene...

10 months ago

45 minutes

The IBA Podcast

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

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 - ht...

11 months ago

47 minutes

The IBA Podcast

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

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 ...

11 months ago

1 hour 6 minutes