A new (and expensive) wave of pilot contract negotiations is imminent

Just when you thought fuel was expensive...

AirAsia reportedly delinquent as fixed costs lack sufficient coverage

AirAsia faces mounting pressure as fuel costs surge and fixed cost coverage hits historic lows, raising questions about financial stability.

airBaltic unsecured creditors skew to engine maintenance and emissions

airBaltic's Chapter 11 filing reveals major unsecured claims from engine maintenance and emissions, reshaping A220 backlog expectations.

The premium passenger peak and trough

It took 20 years for high-paying fliers to truly recover from the dot-com peak. Why?

Hot and harsh environments continue to impact LEAP durability

LEAP engines face durability challenges in hot environments as shop visit intervals and costs continue to pose problems for airlines.

A220-300 fleet demographics and values - September 2026

U.S. fares up, traffic down - a warning sign for the world?

The era of growth is dead - long live the fare harvest

Norse Atlantic faces restructuring risk as ACMI lift ends

Norse Atlantic's loss of IndiGo ACMI lift raises bankruptcy risk amid negative cash flow and limited strategic options for the carrier.

airBaltic, AirAsia, and the A220

The A220 program is being tested, but it's the backlog risk that grabs our attention

Aircraft Intelligence Monthly - September 2026

Escalation brings new challenges to future dynamics Record backlogs elevate new aircraft escalation risk into 2030s. Engine spare parts escalation is extending legacy fleet viability. Aircraft demand shifts creating new challenges and opportunities Higher costs and fares limiting industry growth trajectory through 2035. Lack of widebody feedstock creating new challenges and opportunities. A220 exposed to airBaltic and AirAsia distress AirAsia reportedly delinquent as fixed costs lack sufficient coverage. airBaltic unsecured creditors skew to engine maintenance and emissions.

Middle East capacity drops reshape Europe to Asia traffic profiles

Middle East capacity cuts reshape Europe-Asia routes as other regions fill the gap, but recovery requires sustained regional stability.

Finnair's widebody pivot

How the airline shifted when the doorway to the East became a brick wall

Turning point for GTF Engines reshaping narrowbody dynamics

GTF engine returns signal turning point as inspection crisis slowly concludes, reshaping narrowbody capacity dynamics through 2028.

GTF recovery softens engine lease rates amid LEAP outlier growth

GTF engines return to service, softening lease rates while LEAP remains the outlier with rising rates amid ongoing engine market shifts.

737-800 fleet demographics and values - August 2026

A320ceo and 737NG fleets seeing reduced cycles / shop visits

Fuel price spikes are reversing A320ceo and 737NG utilization trends, impacting shop visits and MRO capacity in unexpected ways.

Unresolved bottlenecks in Hormuz closure adding to supply strain

Strait of Hormuz bottlenecks persist, creating unsustainable energy market imbalance with rising fuel costs and depleting strategic reserves.

Allegiant proves the problem is not in the low-cost model

Allegiant demonstrates the low-cost airline model can thrive without rapid growth through strategic market positioning and unit profitability.

V2500 engine market softens from market peak

V2500 engine market shows first signals of softening as GTF supply improves and Spirit Airlines parks aircraft, creating pricing challenges.

Ancillary fees up 36%

What happens when the airline known for extra fees goes away?

Fight for EasyJet centered around fleet, but value is in the airline

American investors Castlelake and Apollo compete for EasyJet as shares trade at a discount, with the fight centered around fleet value.

Aircraft Intelligence Monthly - August 2026

Engine lease rate shifts suggest market inflection point, Time continues without Middle East resolution, Norse Atlantic exposes 787 market risk

Qantas set to introduce A350-1000ULR onto profitable SYD-LHR route

Qantas plans nonstop Sydney-London service with A350-1000ULR, leveraging market position despite high costs and operational risks.

Fixed costs on the flight deck

Why the number of pilots per aircraft matters

GE90 fleet expected to see extended service toward 2040

GE90 durability improves with shop visits aligned to LLP limits, while 777X delays and strong widebody demand extend engine service life.