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The global decline of the Southwest Effect

Stimulation ain't what it used to be

737NG and A320CEO first shop visit wave yet to arrive

Most 737-800 and A320ceo shop visit waves won't arrive until the 2030s, creating potential value opportunities for aircraft lessors in the coming decade.

2026 forecast suggests airlines will adjust to overcapacity by 2030

Our global forecast shows a shift from aircraft shortage to oversupply by 2030, driven by premium travel trends and changing GDP relationships.

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Document	Date	Title	Description	Research Type	Thumbnail	Topics
Tariffs paid on inbound aircraft setting stage for credits on U.S. content Airlines navigate complex aircraft import tariffs with emerging precedents for U.S. content credits, impacting different aircraft types in varying ways. Jul 14, 2025 Market Insights Subscription Required	Jul 14, 2025	Tariffs paid on inbound aircraft setting stage for credits on U.S. content	Airlines navigate complex aircraft import tariffs with emerging precedents for U.S. content credits, impacting different aircraft types in varying ways.	Market Insights		United States, Brazil, Canada, France,...
Airbus deliveries to U.S. airlines still reliant on Toulouse/Hamburg Examining how Airbus navigates U.S. aircraft deliveries amid tariff considerations and production capacity constraints at its various facilities. May 16, 2025 Market Insights Subscription Required	May 16, 2025	Airbus deliveries to U.S. airlines still reliant on Toulouse/Hamburg	Examining how Airbus navigates U.S. aircraft deliveries amid tariff considerations and production capacity constraints at its various facilities.	Market Insights		United States, France, Germany, A320neo,...