The IBA Podcast

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

Mike Yeomans and Jonathan McDonald dive into the aviation market, covering topics from freighters, the trading market, to the strong demand for widebodies, and everything in between.
From current conditions to emerging trends, this episode offers practical insight across the full aircraft landscape.
Listen now for a concise, expert take on what’s driving the market.
To read the articles mentioned, please visit our website here: https://www.iba.aero/resources/#articles
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

What can the aviation market expect in 2026?
In this episode of the IBA Insider Podcast, Stuart Hatcher and Mike Yeomans share their outlook for the year ahead, exploring base value trends, market dynamics, and the key factors shaping aircraft values across the global fleet.
Listen now for expert insight into what’s driving the market, and what to watch as we move into 2026.
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YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA
Website - www.iba.aero

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, before turning to a timely review of whether the industry is still on track to meet its long-term Sustainable Aviation Fuel (SAF) targets.
To read the articles discussed today, visit our website: https://www.iba.aero/resources/#articles
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