Aircraft Intelligence Monthly - March 2026
Aircraft Intelligence Monthly
Executive Summary
1. Middle East conflict opening new risk for aviation - Strait of Hormuz presents generational risk to aviation fuel supply - Widebody capacity to shift away from Middle East – remain in shortage 2. Mid-sized widebodies show growth for current aircraft - Transatlantic market shows unique sensitivity to seat gauge - A330-200/300 utilization a replacement market for A330neo/787-10 3. Long-term cycles suggest shifting risk profiles - Aviation spending shift to defense slowing commercial development - Attention returns to IndiGo growth strategy after departure of CEO