Trusted, expert assessment of the latest industry trends from the respected Ishka team, including regional analysis, airlines, lessors and critical emerging issues.
The fallout from Boeing’s 737 MAX issues has seen quarterly average monthly deliveries of the variant dip to their lowest level since Q3 2021. more
17/04/2024
Three PE-owned leasing firms have made senior leadership changes, including the loss of two CEOs, one CFO and at least three other leasing executives, all in the last few months. Ishka examines why. more
16/04/2024
Like South America, Central America has seen robust traffic recovery through 2023, with both low-cost and full-service carriers benefitting from the surge in demand. However, upcoming elections, regional instability, and capacity shortfalls may prove a challenge for future growth plans. more
15/04/2024
Supply chain constraints, high leasing fees, and limited access to new aircraft appear to be weighing on start-up carriers. Just 19 airlines launched operations in 2023, a significant drop compared to previous years. Notable newcomers to the market include Australia's Bonza, a relaunched Mexicana, and premium travel-focused BeOnd. more
12/04/2024
Aircraft engine buyers surveyed by Ishka have confirm that some single-aisle engine lease rates nearly doubled between the start of 2023 and 2024, with the majority arguing lease rates for narrowbodies engines will continue to rise for the rest of the year. more
11/04/2024
South African Airways is currently seeking a new strategic partner following the termination of its planned semi-privatisation deal with Takatso after three years of discussions. According to the South African government, the carrier currently has enough funds to keep operations running for up to 18 months. more
10/04/2024
The latest package of sanctions announced by the European Union will require EU-based companies to add a contractual clause preventing the re-export of aviation equipment and related services to Russia. more
09/04/2024
Welcome to the 122nd ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more
08/04/2024
Passenger traffic across Latin American markets recovered strongly in 2023, driven largely by a full recovery in the domestic markets. Nevertheless, there were casualties along the way, including Viva Air and Ultra Air in Colombia and EQUAIR in Ecuador. more
07/04/2024
Lessors issued $1.43 billion in March, a marked increase from February’s $349 million. more
04/04/2024
The latest Ishka’s loan sheet data sheet examines recent loans for commercial aircraft lessors and airlines, and the dynamics impacting aircraft lenders. more
03/04/2024
Ishka notes multiple Boeing 737 NG freighters appear to have been listed for remarketing in March, with the number available on the sites analysed rising from seven to 18. more
02/04/2024
The Japanese government has published a new strategic plan for the country’s aircraft industry to commercialise a “next-generation passenger aircraft from 2035 onwards” with “decarbonised” propulsion “such as hybrid and hydrogen engines.” more
01/04/2024
Following the cancellation of Mitsubishi's SpaceJet programme in February 2023, Japan's Ministry of Economy, Trade and Industry has unveiled plans for the development of a next-generation sustainable aircraft in collaboration with the private sector. more
01/04/2024
Boeing is to lose its CEO, David Calhoun, who will be stepping down at the end of the year more
28/03/2024
SMBC Aviation Capital CEO Peter Barrett talks to Ishka about rising lease rates, how a weak Japanese Yen is impacting aircraft leasing and the difficulties of M&A in the aircraft leasing space. more
27/03/2024
Ishka provides updates on confirmed lessor order books with Airbus and Boeing as of 29th February. more
26/03/2024
Welcome to the 121st ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more
25/03/2024
Like the rest of Europe, traffic recovery in the Nordic region was robust and helped the major carriers to return to profitability in FY 2023 except SAS which is operating under Chapter 11 restructuring and remained in the red. more
22/03/2024
Multiple sources have confirmed that there has been an uptick of interest from private equity (PE) investors for aircraft opportunities in 2024 – a stark contrast to last year which was noticeably difficult for new fundraises, particularly in aviation. more
21/03/2024
Boeing 737 MAX deliveries remain low so far in 2024 as the FAA maintains increased oversight of the OEM’s production facilities. more
20/03/2024
This is the 9th edition of Ishka’s aircraft buyers list, where Ishka summarises a list of potential and active buyers of leased aircraft on the secondary market. Ishka recorded eight new aircraft trades and added two new firms to the list since the last update on January 23rd, 2024. more
19/03/2024
Aircraft asset managers confide that currency movements are starting to impact Japanese investor appetite and behaviour when it comes to aircraft investments. Separately Ishka examines UK lessor Falko Regional Aircraft recent acquisition of 24 regional jets. more
18/03/2024
Brazil’s lower house has approved a legislative proposal to require from 2027 that domestic aircraft operators decrease well-to-wake CO2 emissions through the use of SAF. more
15/03/2024
Two years into Russia’s sanctions, Aeroflot Group [On Watch] is struggling to keep itself afloat as its limited international schedule and settlement payments begin to bite. more
15/03/2024
This is the 119th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more
13/03/2024
Ishka examines Watson Farley & Williams' relaunched, and expanded, Global Aviation Resource Index (GARI), an online tool which covers repossession and deregistration rights in over 100 jurisdictions. more
12/03/2024
Ishka presents the full list of its 2023 Deal of the Year Award winners. more
11/03/2024
Aircraft lessor CEOs speaking at the ISTAT Americas conference in Austin in early March discussed rising lease rates, aircraft shortage and potential M&A. more
08/03/2024
Canadian ULCC Lynx Air has become the first airline casualty of 2024, filing for bankruptcy on 22nd February after just two years of operations. In the United States, JetBlue and Spirit Airlines have officially announced the termination of their merger agreement amid regulatory hurdles. more
07/03/2024
In this joint report, Rob Neale, Chief Product Officer at PACE, and Eduardo Mariz, Senior Analyst and Sustainability Lead at Ishka, examine airline sub-fleets with emission intensity disparities. more
06/03/2024
The number of aircraft actively remarketed on sites analysed by Ishka – 358 – is around 4% lower than in February 2024. more
05/03/2024
Passenger traffic and revenues recovered well in Vietnam in 2023, edging closer to pre-pandemic levels. However, the credit profiles of the country’s three main carriers remained under pressure. more
05/03/2024
Lessors raised $4.7 billion in unsecured issuances in January and February in a strong start to the year for leasing firm activity in the capital markets. more
01/03/2024
Aircraft traders share that there has been more interest in older aircraft as lessors release more portfolios into the market. more
29/02/2024
Welcome to the 119th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more
28/02/2024
A return to pre-shock OEM production levels would only be the first step towards steadying a supply-demand imbalance that shows “no signs of ending anytime soon,” AerCap CEO Aengus Kelly told the lessor’s Q4 2023 earnings call. more
27/02/2024
Lessors confided there is still a large degree of uncertainty over MRO waiting times, particularly for new-tech engine assets. Ishka examines recent MRO costs and turnaround times. more
26/02/2024
Kuwaiti Lessor ALAFCO is to sell an additional 23 aircraft from its portfolio to Macquarie AirFinance. more
23/02/2024
SpiceJet [On Watch] has been denied further extensions on its outstanding debt payments to Credit Suisse and ordered by India’s Supreme Court to pay $1.25 million before March 15. more
22/02/2024
Airbus will target around 800 commercial aircraft deliveries in 2024. more
21/02/2024
Air Lease Corporation (ALC) came out in support of Boeing in its earnings call last week and reported record revenues and profits for its fourth quarter and full-year results. more
20/02/2024
Ishka continunes its coverage of the Southeast Asian aviation market, and this week reviews developments in the Malaysian, the Philippines and Indonesian markets. more
19/02/2024
United has announced that lessor Aircastle has become the latest leasing entity to join its United Airlines Ventures (UAV) Sustainable Flight Fund, following the steps of Aviation Capital Group earlier in the year. more
16/02/2024
Aircraft leasing platforms raised just $1.3 billion through new publicly announced equity funds and joint ventures (JV) in 2023, according to Ishka research. more
15/02/2024
Ishka's Engine Data Sheet pulls together trends and figures in the engine leasing space. more
14/02/2024
Ishka summarises the airlines that met their end in 2023, predominantly due to insolvency as well as those who could no longer operate flights due to their required licensing being lost or withdrawn. more
13/02/2024
Welcome to the 118th ‘Extra’ supplement to Ishka’s Transaction Economics platform, delivering ‘the Ishka View’ on events that have a bearing on aircraft values and lease rates, and the market dynamics that matter in today’s aviation environment. more
12/02/2024
Boeing gave no 2024 production or financial forecasts last week, in its first earnings call since the FAA imposed restrictions on the Boeing 737 MAX production ramp-up following the mid-flight plug door blowout of an Alaska Airlines MAX 9 in early January. more
09/02/2024
Ishka's asset managers datasheet provides a summary of recent news, activity, and metrics of aircraft asset managers in Q4 2023. more
08/02/2024