Aircraft Intelligence Monthly - September 2024
Aircraft Intelligence Monthly
Executive Summary
China deliveries down 75%; absorbing significant portion of shortage, 2024 new aircraft deliveries behind expectations before Boeing strike, Global capacity recovery rapidly approaching economic growth, Narrowbody lease expirations show peaks in 2025/2028, Leased 737-800s at peak volumes and utilization, Azul potential bankruptcy adds pressure to regional / A330 fleets