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Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.
Japanese investors are returning to aviation JOLCOs after environmental legislative changes, first introduced in 2023, have curbed the attractiveness of ship financings for some Japanese tax investors. more
01/08/2025
The improving aircraft supply environment is beginning to open the sale-leaseback channel for AerCap, CEO Aengus Kelly told the lessor’s Q2 2025 earnings call. more
31/07/2025
A new executive order, signed by President Trump, exempts aircraft, aircraft parts and their components from the new 50% tariffs being introduced on most Brazilian goods. more
31/07/2025
A substantial number of Embraer orders are for US customers - and therefore at risk from increased US tariffs on Brazil. more
30/07/2025
Embraer risks being left isolated in the tariff fallout as the United States and European Union agree on a new trade deal framework that will preserve "zero-for-zero" tariffs for Airbus and Boeing. more
30/07/2025
Recent tariff deals made by the US administration have seemingly been a boost for Boeing. more
28/07/2025
The number of aircraft being actively remarketed on sites tracked by Ishka rose in July, though still remains below historic levels. more
25/07/2025
JetZero CEO and co-founder Tom O’Leary tells Ishka SAVi about its blended wing aircraft programme’s funding trajectory, the financial contribution of its prospective customers, and interest by aircraft lessors. more
24/07/2025
Engine lessor CEOs speaking at Ishka’s Dublin conference argued that values and lease rates for previous generation engines had reached a natural peak. more
23/07/2025
Lease rates for V2500-A5 Select engines have broadly dropped in the second quarter of 2025, according to Ishka research, but prices for previous-generation narrowbody aircraft engines (CFM56-5Bs, CFM56-7Bs, and V2500s) have remained stable compared to the previous quarter. more
22/07/2025
JOLCO arrangers, aviation financiers and lawyers debate whether the implementation of the CTC in India could lead to a first Indian JOLCO. more
21/07/2025
Castlelake’s latest aircraft lease ABS, CLAS 2025-1, has priced, achieving a yield of 5.528% on its class A notes and a yield of 6.387% on its class B notes. more
21/07/2025
India’s Ministry of Civil Aviation has released new draft legislation, which threatens to undermine the protections introduced under the Cape Town Convention. more
17/07/2025
US fund manager and leasing firm Castlelake is back in the market with its second aircraft lease ABS of the year, CLAS 2025-2. more
16/07/2025
Aviation alternative lender margins tightened further in Q2 2025 according to Ishka research, with the average spread of regular deal flow now at 295bps over SOFR – marking the first time that margins have dropped below 300bps since Ishka began its quarterly survey in 2023. more
16/07/2025
Ishka takes a look at the Airbus and Boeing backlog as of 30th June 2025. more
15/07/2025
This is the 6th edition of Ishka’s Engine Buyers List, where Ishka summarises a list of some of the most active commercial engine buyers in the secondary market. more
14/07/2025
Two lessors have come to market with unsecured issuances in the first few weeks of July, issuing a total of $1.2 billion. more
10/07/2025
Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more
10/07/2025
Risk-adjusted margins on new aircraft loans and warehouse facilities have tightened further in the last three months, according to Ishka research, as lenders state the limited number of new aircraft deliveries is creating intense competition. more
10/07/2025
The United States has extended its tariff deadline until August as Ishka examines what has unfolded across the 90-day pause. more
08/07/2025
Lessors received 17 order book aircraft from Airbus and Boeing in June, accounting for around 14% of total deliveries from the two OEMs. more
06/07/2025
The chart of the week looks at recent trends between the A330-300 and B777-300ER, oil and fuel prices, as well as five-year USD swap rates. more
04/07/2025
This edition of On Watch provides updates on Garuda Indonesia, Malysia Airlines, T’way Air, VietJet Air and GOL Linhas Aéreas. more
03/07/2025
$1.25 billion in unsecured debt was raised by lessors in June. more
02/07/2025
Ishka Limited and Airfinance Global Limited (AFG) today announced their merger in a strategic transaction backed by Foundation Investment Partners (FIPL), a London-based, private investment firm focused on scaling high-potential businesses. more
01/07/2025
Independent aircraft asset managers have successfully raised billions of dollars of equity since the start of 2024, according to Ishka research. more
30/06/2025
Oil and jet fuel prices have climbed down from a peak following the de-escalation of the Israel-Iran conflict in the Middle East. more
27/06/2025
This is the 20th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. more
27/06/2025
Two key takeaways from Ishka’s recent webinar: "Risks, Shifts and Strategic Opportunity". more
25/06/2025
Aircraft lessors have announced equity raises for a total of $4.7 billion of fresh equity into aviation funds so far in 2025, according to Ishka research, a significant improvement compared to the last two years. more
24/06/2025
The latest Ishka loan datasheet examines recent loans for commercial aircraft lessors and airlines, and the dynamics impacting aircraft lenders. more
23/06/2025
The total number of aircraft being actively remarketed on sites analysed by Ishka has remained largely consistent across H1 2025, and is now at 282. more
20/06/2025
A muted Paris Air Show - partly down to the absence of any new order announcements for Boeing aircraft. more
18/06/2025
Ishka's report investigates why aircraft lessors are parting out A320neos. more
17/06/2025
Carlyle Aviation Partners (Carlyle) has priced $525.667 million of new 2025-2 aviation ABS notes. more
16/06/2025
Engine lessor CEOs say that MRO turnaround times for latest technology narrowbody engines are improving but warn that it could be several years before LEAP or GTF powerplants routinely complete a full performance restoration within 120-days. more
13/06/2025
Carlyle Aviation Partners is marketing $525.667 million in new 2025-2 ABS notes, to be issued within the master trust established with the issuance of AASET 2025-1 issued earlier this year. more
13/06/2025
A London High Court judge has ruled in favour of lessors, finding that losses from Russia’s invasion fall under war risk, not all risks, policies. more
12/06/2025
Airlines have been actively exploring various financing structures to help fund new deliveries with Ishka understanding several North American carriers have issued RFPs in recent weeks. more
11/06/2025
Ishka's Transaction Update is a report series looking at essential trends, recent deal flow, and key announcements within aviation and aircraft leasing... more
10/06/2025
Spirit Airlines has said it may seek to “postpone or cancel delivery” of certain aircraft currently scheduled for delivery as a result of the impact of tariffs on aircraft and parts costs. more
10/06/2025
Boeing has hit a 38-per-month production target on the 737 programme, a key milestone in the production ramp-up of its flagship narrowbody. Boeing confirmed to Ishka that it had reached 'rate 38' on the 737 programme in May. more
06/06/2025
Willis Lease Finance Corporation (WLFC)’s $596 million ABS, WEST VIII, has priced. more
05/06/2025
Ishka Advisory’s latest update and review of current market values (CMVs) for key aircraft continues to highlight changing market conditions. more
05/06/2025
Willis Lease Finance Corporation (WLFC) is in the market with a $596 million ABS, Willis Engine Structured Trust VIII / WEST VIII. more
04/06/2025
Engine manufacturers GE Aerospace and CFM International, a joint venture between GE Aerospace and Safran, are looking to apply tariff surcharges on parts and engines. more
03/06/2025
This is the 5th edition of Ishka’s Engine Buyers List, where Ishka summarises a list of some of the most active commercial engine buyers in the secondary market. more
02/06/2025
A judge in the English High Court has ruled in favour of Japanese investors in a dispute with VietJet over four Airbus A320s. more
30/05/2025
Azul files for Chapter 11 bankruptcy protection as aviation industry groups urge recommitment to zero-tariff rules. Elsewhere, a US federal appeals court has reinstated President Trump’s tariff plans. more
29/05/2025
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