Aircraft Intelligence Monthly - May 2025
Aircraft Intelligence Monthly
Executive Summary
Despite geopolitical uncertainty, global fleet supply and demand remain largely unchanged - U.S. backlog expected to limit exposure to second-hand aircraft - GTF groundings remain elevated well beyond expected deadline - Aircraft fleet and engine selection concentration rankings Unique dynamics drive opportunities/risks in narrowbodies - A321XLR deployed to long-haul, meeting 14 hours daily utilization - E195-E2 economics currently delivering best economic utility for airlines Focus on AirAsia - Future AirAsia X company will positioned as combined group