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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
Asia widebodies continue recovery; domestic flying still elevated Examining the unique recovery patterns of widebody aircraft usage in Asia, with particular focus on domestic markets and their evolving dynamics. Mar 27, 2024 Market Insights Subscription Required	Mar 27, 2024	Asia widebodies continue recovery; domestic flying still elevated	Examining the unique recovery patterns of widebody aircraft usage in Asia, with particular focus on domestic markets and their evolving dynamics.	Market Insights		Asia, China, Japan, Singapore, Korea...
Transpacific traffic limited by US/China - widebody potential remains Transpacific air travel remains constrained by US-China tensions, creating both risks and opportunities in the widebody aircraft market. Jul 18, 2023 Market Insights Subscription Required	Jul 18, 2023	Transpacific traffic limited by US/China - widebody potential remains	Transpacific air travel remains constrained by US-China tensions, creating both risks and opportunities in the widebody aircraft market.	Market Insights		Canada, China, United States, Korea...