The IBA Podcast

This week on the IBA Insider Podcast, Dr. Stuart Hatcher and Mike Yeomans unpack the key takeaways from Farnborough Airshow 2026 and explore the latest trends shaping the aircraft market.
They discuss the biggest order announcements, what industry conversations revealed beyond the show floor, and why aircraft values remain resilient even as lease rates begin to normalise.
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In this episode of the IBA Insider Podcast, Jon Whaley, Senior Aviation Analyst, and Jamie Davey, Manager – Engines & Parts, explore the supply constraints shaping the widebody cargo market, the rising demand for engine MRO, and what these trends mean for airlines, lessors, and the wider aviation industry.
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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 from Nicolas Karagiannis on the easyJet takeover saga. Tune in for expert analysis on the stories making headlines across global aviation.
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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 strategy of owning the holiday experience, not just the flight, and what it means for the wider market.
Can African Aviation Weather the Fuel Crisis and Keep Growing? – Dan Taylor discusses the impact of rising fuel costs and the outlook for one of aviation’s most dynamic regions.
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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 certification programme.
The episode provides expert analysis on market demand, operational and financial pressures, and the wider implications for airlines, lessors, manufacturers, and investors across the global aviation industry.
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