Presentation delivered to Embraer Airline Seminar in Singapore.

A look at the winners and losers of the tariff drama

How the 50-seat jet told the story of all regional jet values – and how it was completely wrong.

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.

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

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

A major consolidation in the U.S. regional airline market reshapes the competitive landscape and fleet strategies for the coming decades.

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.

A detailed analysis of aircraft fleet concentration reveals evolving market dynamics between narrowbody and widebody aircraft programs and their liquidity.

Regional aviation enters a transformative phase as fleet compositions evolve, with strategic aircraft transitions shaping the industry's trajectory.

Record numbers of GTF-powered aircraft are grounded as airlines navigate maintenance schedules during off-peak season, with implications for future ops.

Brazil's last major airline faces restructuring challenges amid fleet concerns, market pressures, and the shadow of competitor bankruptcies.

With major manufacturers' backlogs full, Embraer's E2 emerges as a viable alternative in the narrowbody market, positioning for increased orders.

Engine issues affecting A220 fleet with contaminated materials and maintenance challenges create significant operational disruptions and inspection backlog

Market dynamics shift as previously overlooked E190 aircraft find new homes in the secondary market, impacting both E1 and E2 fleet strategies.

Aircraft order backlogs reach historic highs with extended delivery timelines, yet sophisticated management systems keep risks in check.