Young aircraft are being parted out earlier than ever, driven by a complex relationship between engine value, tariffs, and market demands.

A look at the winners and losers of the tariff drama

Historical challenges in the JOLCO market for widebody aircraft reveal important lessons about technology cycles and end-of-life risk for future deals.

Complex dynamics in the widebody aircraft market reveal a unique situation where oversupply and undersupply conditions exist simultaneously.

Widebody aircraft production backlogs stretch into 2030s as manufacturers face supply constraints and increasing demand pressures amid reduced output.

Airlines navigate complex aircraft import tariffs with emerging precedents for U.S. content credits, impacting different aircraft types in varying ways.

Explore how engine options and fleet distribution patterns influence market concentration across narrowbody and widebody aircraft segments.

A look back at 62 years of single-aisle production

Presentation delivered on JP Morgan webinar discussing the market outlook for aircraft and U.S. airlines for the second half of 2025.

Exploring the complex dynamics between aircraft economics, market demands, and operational efficiency in the narrowbody aircraft segment.

Early deployment of the A321XLR reveals interesting utilization patterns and potential maintenance implications for this new long-haul narrow-body aircraft.

GTF engine groundings and MRO challenges create a complex web of maintenance delays, inspections, and aircraft availability issues impacting the industry.

Who flies it, what they fly, and where they fly it

High U.S. aircraft deliveries and global market dynamics suggest emerging shifts in the second-hand aircraft market due to tariff implementations.

Avianca, LATAM, Gol, and now Azul

United Airlines' strategic fleet management reveals how airlines are adapting to demand fluctuations while navigating production constraints and backlog concerns.

Examining how Airbus navigates U.S. aircraft deliveries amid tariff considerations and production capacity constraints at its various facilities.

Complex tariff structures on aircraft manufacturing could lead to new exemptions or credits, impacting both domestic production and international trade.

Despite airlines opting for larger aircraft, the narrowbody production shortfall of 575,000 seats between 2019-2027 creates a lasting impact on capacity

Exploring the complex relationship between airline industry profits and aircraft demand reveals surprising insights about what truly drives the market.

GTF-powered aircraft fleet experiences unexpected growth in maintenance and storage, with impacts across multiple aircraft types and maintenance capacity.

Post-pandemic widebody aircraft values show interesting trends, with engine reliability and maintenance costs driving value shifts in unexpected ways.

A detailed comparison of maintenance patterns between LEAP-1A and LEAP-1B engines reveals interesting differences in reliability and service intervals.