The IBA Podcast

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 Kulkarni, Senior Aviation Analyst, unpacks the growing implications of expanding EU ETS coverage for airlines.
Tune in for expert insights on the risks, realities, and ripple effects influencing aviation economics.
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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 and where pressures are building.
Tune in for sharp insights on market dynamics, operational challenges, and what to watch next.
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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 affecting airline operations across the world.

Our speakers also break down IBA’s latest Engine and Lease Rate updates and explore the Trading Market Outlook for the year ahead, with a particular spotlight on P2F conversions.

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 
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Website - www.iba.aero

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 it means for operators and lessors.
Listen in for our expert insight and practical analysis from across the industry.
To read the stories mentioned today, visit our website here: https://www.iba.aero/resources/#articles
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Website - www.iba.aero

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 different to the blocked JetBlue Airways – Spirit Airlines tie-up. 
Then, the conversation moves to Asia and the strategic tone of the Singapore Airshow 2026. With fewer headline-grabbing orders, the team discuss why confidence remains intact, what Boeing’s 777X certification outlook means for the market, and how COMAC continues to build regional presence.
Are low-cost carriers evolving fast enough to protect margins? And does a quieter airshow signal maturity rather than weakness?
To read a copy of the articles discussed, visit our website: https://www.iba.aero/resources/
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LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/
YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA
Website - www.iba.aero