The gap in Spirit's post-bankruptcy fleet

A little of this; a little of that, but no contaminated powdered metal

Early neo part-outs temporary as engine lease rates exceed aircraft

Unusual market dynamics have led to engine lease rates exceeding aircraft rates for newer narrowbodies, creating surprising trends in aircraft part-outs.

GTF dominates available NEO fleet - potential to triple with Spirit

High demand for A320neo/A321neo aircraft faces unique challenges with GTF engine issues and potential market disruption from Spirit Airlines bankruptcy.

Iceland's Play shutdown not a sign of deeper trouble

The September doldrums return for global airlines.

E2 wins U.S. launch customer, opens space for mid-life 737 operators

High costs and limited availability of used 737NGs create an unexpected opportunity for Embraer's E2 to attract operators seeking fleet alternatives

Shift to premium travel a global phenomenon with few exceptions

Premium travel share grows globally as airlines adjust capacity and demographics shift, with key implications for future fleet configurations and market dynamics.

Embraer is using Airbus's success against itself

How to punch a giant in the face, LATAM-style

Small narrowbody operator base shows increasing liquidity for segment

Small narrowbody aircraft market evolves as production grows steadily and new opportunities emerge from unexpected market dynamics.

Cebu Pacific - The Southeast Asian Star LCC

Cebu Pacific offers a focused service well-suited to the Philippines with a fleet strategy we find necessarily complex.

Is U.S. short-haul traffic dead?

A brief look at ways you can no longer get from here to there

Stored narrowbody rates fall - retirements focused on 737-700 / A319

Examining the complex relationship between narrowbody aircraft storage rates, retirements, and market dynamics in the post-COVID aviation industry.

Aircraft Intelligence Monthly - September 2025

1. GTF groundings improving while operators struggle GTF dominates available NEO fleet – potential to triple with Spirit Parked GTF awaiting inspections has peaked – long tail to come China short 1,000 aircraft but geopolitics cloud final deal 2. 767 defines future passenger and freighter mid-sized focus Mid-sized freighter gap could impact next-gen narrowbody design Remaining 767 passenger operating base bifurcated by mission 3. Lack of mid-life 737 options driving airlines toward E2 E2 wins U.S. launch customer, opens space for mid-life 737 operators

Pricing at the Speed of Data: The New Airline AI Arms Race

How Delta and Fetcherr’s AI integration is reshaping competitive dynamics in commercial aviation.

IndiGo shifts to longer terms halfway through wave of six-year leases

India's largest airline shifts away from unique six-year aircraft lease strategy as market conditions and GTF engine challenges reshape the landscape.

The Great Indian Air Transport Market

This report analyzes India's low-fare, high-volume air transport market, now a duopoly. It explores historical trends, future growth, and profitability challenges.

Spirit Airlines challenges brings new risk to A320neo fleet

Spirit Airlines faces potential bankruptcy with a fleet of 158 aircraft at stake, raising questions about market impact and aircraft redistribution.

Will Spirit reject its NEO fleet?

It could - and it would make sense.

U.S. economic data coalescing around slowing economic growth

Multiple economic indicators point to potential shifts in U.S. economic performance, with implications for travel spending and airline market dynamics.

New technology narrowbody programs depreciating at slower rates

New narrowbody aircraft values show resilience amid market shortages and production challenges, defying historical depreciation patterns.

A330-900 fleet demographics and values - August 2025

Global economic growth prospects for 2025/2026 reduced by OECD

OECD revises global growth forecasts downward for 2025, revealing shifting economic dynamics and potential long-term implications for the world economy.

Softness in ULCC market spreads to Wizz Air, Abu Dhabi arm shuttered

Examining how rapid expansion in the ultra-low-cost carrier market is affecting profitability and competition in the aviation industry.

The 787 won the hard way

After a slow start, the 787 has found its stride.

Capacity discipline returning to U.S. airlines - United the lone exception

U.S. airlines show diverging strategies in September capacity planning, with domestic markets flat while international growth continues amid changing demand patterns.

Early aircraft part-outs not new, but reveal a unique engine scenario

Young aircraft are being parted out earlier than ever, driven by a complex relationship between engine value, tariffs, and market demands.