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Aircraft Intelligence Monthly - July 2024

Aircraft Intelligence Monthly
Aircraft Intelligence Monthly - July 2024

Executive Summary

A321XLR market size suggests 750-1,250 total aircraft. Small widebodies seeing lease rate erosion while A321neo maintains. Stored narrowbody fleet size not indicative of market conditions. Arguments in favor of interest rate cuts building for fall expectation. Disconnect between rising hotel costs and airfare driving new dynamic. Cebu Pacific poised for further growth in Southeast Asia.

Published Jul 15, 2024
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