IBA Group, the award-winning aviation consultancy, share our unrivalled aviation expertise on subjects that we recognise can be complex and challenging. By shar...
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 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
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
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.𝗪𝗿𝗮𝗽𝗽𝗶𝗻𝗴 𝗨𝗽 𝟮𝟬𝟮𝟰 𝘄𝗶𝘁𝗵 𝗜𝗕𝗔 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 ✈️As we close out the year, the latest edition of the IBA Podcast brings you:✈️ 𝗦𝘁𝘂’𝘀 𝗩𝗶𝗲𝘄 Insights into year-end delivery challenges, from supply chain constraints to the Boeing strike.✈️ 𝗙𝗲𝘀𝘁𝗶𝘃𝗲 𝗠𝗲𝗿𝗴𝗲𝗿𝘀: How major airline mergers are shaping the industry during the holiday season.✈️𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗖𝗢𝗣 & 𝗔𝘃𝗶𝗮𝘁𝗶𝗼𝗻: The impact of COP29’s financial pledges on aviation’s future.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
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Airbus Narrowbody Leaps & easyJet’s FY2024 Triumph: 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 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
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Boeing Strikes, Yield Challenges, and Europe's Airline Giants
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
IBA Group, 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.