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.

777-300ER fleet demographics and values - July 2026

Air cargo rates remain elevated without Middle East lift

Air cargo yields spike as Middle East disruptions expose the market's sensitivity to geopolitical challenges and regional hub closures.

New narrowbody values not keeping up with inflation; mid-life better

New aircraft values decline in real terms while mid-life values show more volatility amid high inflation and production increases.

Oil markets continue to signal stress as crack spreads remain elevated

Despite historic energy supply shocks and depleted reserves, oil markets show stress through elevated crack spreads and unstable pricing signals.

Scoot-ing into new markets

The charts that didn't make it into our small narrowbody analysis

Aircraft demand impacted by high fuel prices in long term

Examining how fuel price spikes impact narrowbody and widebody aircraft demand, revealing supply-demand dynamics amid regional tensions.

Restarting low-cost growth with the small narrowbody - a Southeast Asia example

How the small narrowbody offers airlines high growth potential with low costs

Fares eclipsed fuel in Q2

Delta's Q2 earnings show ticket price increases outpaced fuel price increases.

Aircraft Intelligence Monthly - July 2026

V2500 engine market softens from market peak. A320ceo and 737NG fleets seeing reduced cycles / shop visits. Air cargo rates remain elevated without Middle East lift. Oil markets continue to signal stress as crack spreads remain elevated. Allegiant proves the problem is not in the low-cost model. Fight for EasyJet centered around fleet, but value is in the airline.

US ticket revenues balancing Spirit loss with stock market concern

US domestic ticket revenues continue rising driven by higher fares, but early 2025 showed concerning correlation with stock market performance.

Aircraft lease rate factors have not historically followed interest rates

Aircraft lease rates show surprising disconnect from interest rates, driven instead by capital supply and aircraft demand dynamics.

Widebody suites over seats

The real estate market at 35,000 feet is changing

Despite fuel spikes, mid-life lease rates expected to remain stable

Oil price spikes raise concerns about mid-life aircraft lease stability, but historical patterns suggest rates may remain resilient.

Oil Should Have Spiked - Why It Didn't

How a secret stockpile bought the world time, and why the clock is still ticking

B787-9 fleet demographics and values - June 2026

Low oil inventories signal higher prices despite futures market

Strait of Hormuz reopening expected, but inventory drawdowns and supply constraints suggest elevated oil prices will persist for months.