Insights Data Library

Browse our collection of Insights datasets curated by the Ishka Insights research team.

These datasets are updated regularly and cover a range of topics including aircraft remarketing, airline state aid, unsecured debt issuances by aircraft lessors and airlines, airline restructurings, ESG, and aircraft sale-leasebacks.

Reports are ordered chronologically and can be filtered by topic/s to give you the data you need in three easy-to-use formats.

Latest
Latest Dataset

Restructuring Watch May 2022

LATAM nears restructuring finish line

13 May 2022

Ishka provides updates on airlines from Ishka’s Restructuring list. Notable updates include LATAM's steps towards leaving Chapter 11.

Download the data in easy-to-use formats

Show related content
FILTER Apply Filters
Choose Categories

ESG Extra May 2022

UK makes strides in aviation decarbonisation plans

6 May 2022

The second edition of the Ishka View Extra: ESG and Sustainable Aviation examines developments during March and April. The ESG Extra delivers the Ishka View on developments including regulatory changes, green finance, and SAF.

Show related content

ESG: Lessors, asset managers, and e-VTOLs

Deals now exceed 1,225 commitments

29 April 2022

Aircraft lessors and asset managers have gone from zero to over 1,225 e-VTOL commitments in under 12 months, marking the incursion of aircraft leasing into a new domain - but their decarbonisation role may be limited.

Lessor Bonds Q1 2022

Retreat with USD bonds lowest since 2019

27 April 2022

Aircraft lessors tracked by Ishka issued a modest $3.2 billion in unsecured capital markets debt during the first quarter of the year, a steep decline from the record-breaking $25 billion raised during Q4 2021.

Airline Bonds Q1 2022

Unsecured issuances slow outside of China

22 April 2022

Airline unsecured bond issuances outside of China slowed down during the first quarter of the year in the wake of rising inflation, monetary tightening, and the fallout of Russia’s invasion of Ukraine.

Asset Managers Q1 2022

Asset managers' recent news and metrics

20 April 2022

Ishka research indicates that asset managers acquired 65 aircraft and disposed of 21 aircraft in Q1 2022. Ishka understands that the asset managers in this data sheet have over $113 billion & 2,870 aircraft under management.

ESG: Guide to the EU Taxonomy proposal

Examining the March 2022 aviation TSC proposal

13 April 2022

Ishka examines the latest EU Taxonomy technical screening criteria (TSC) proposal for air transport. These criteria were put forward by a working group of the European Commission, the Platform on Sustainable Finance (PSF), on 30th March 2022.

Airline State Aid April 2022

Airlines get $434m over past six weeks

7 April 2022

Ishka estimates that as of 7th April 2022 governments have introduced $208.95 billion in assistance measures for air carriers globally, including sectoral package and airline-specific bailouts. Unconfirmed reports and allocations deemed likely suggest the tally could increase to $217.26 billion.

ESG: Aviation's sustainable finance features

Covering public sust. finance deals to date

15 March 2022

This data sheet highlights the main framework eligibility characteristics or sustainability performance targets (SPTs) for 13 sustainable finance transactions in aviation identified by Ishka.

Sale/leaseback Q4 2021 & Q1 2022 QTD

SLB RFPs and rumoured prices and LRFs

11 March 2022

Ishka has recorded 124 publicly announced sale/leaseback deals consisting of 607 aircraft during the pandemic (April 2020 to March 2022). North American and Asian lessors have been active bidders, accounting for 49% and 38% of all publicly announced deals respectively.

Restructuring Watch March 2022

Thai back in the black

10 March 2022

Ishka provides updates on airlines from Ishka’s Restructuring list. Notable updates include Thai Airways' return to profitability in 2021, and fleet updates for Thai and LATAM.

Lessor Bonds Q1 2022 QTD

Slow start to 2022 with four issuances in six weeks

25 February 2022

Lessors only issued four bonds by two issuers worth $2.7 billion in the first six weeks of the first quarter, a decline from $3.5 billion over the first half of Q4 2021 (excluding AerCap’s record $21 billion in issuances).

Airline Bonds Q1 2022 QTD

First six weeks of 2022 show no decline

25 February 2022

The 18 unsecured airline issuances in the first half of Q1 2022 (to 14th February 2022) amount to $6 billion, surpassing the previous three quarters over the same initial six-week period.

Airline State Aid February 2022

European airlines halt further requests

24 February 2022

Ishka estimates that as of 24th February 2022 governments have introduced $207 billion in assistance measures for air carriers globally, including sectoral package and airline-specific bailouts. Unconfirmed reports and allocations deemed likely suggest the tally could increase to $214.7 billion.

Asset Managers Q4 2021

Asset managers' recent news and metrics

28 January 2022

Ishka reports an active Q4 2021 among asset managers with several SLBs, ABSs, aircraft deliveries, freighter conversions, ESG investments and staff hires. Ishka understands that the asset managers in this data sheet have over $111 billion & 2,600 aircraft under management.

Airline State Aid January 2022

Airline state aid continues in 2022

27 January 2022

Ishka estimates that as of 27th January 2022 governments have introduced $206.69 billion in assistance measures for air carriers globally, including sectoral package and airline-specific bailouts. Unconfirmed reports and allocations deemed likely suggest the tally could increase to $214.31 billion.

Remarketing Watch January 2022

Aircraft in storage down 41% since April

19 January 2022

The data sheet below contains an overview of aircraft currently available on three of the most active aircraft remarketing sites. The number of aircraft in storage fell by almost 41% over the previous nine months.

Airline Bonds Q4 2021

$11.9bn rounds off record $63.5bn year

14 January 2022

Airline unsecured debt rose to a new high in 2021 with $63.53 billion in issued bonds, a near-15% increase from last year’s $55.3 billion and more than doubling the $31.31 billion issued in 2019, the last pre-pandemic year.

Lessor Bonds Q4 2021

AerCap $21bn seals record-breaking year

6 January 2022

Aircraft lessors tracked by Ishka issued $25.17 billion in capital markets debt during the fourth quarter of the year, most of which was made up of AerCap’s mammoth $21 billion bond issuance.

Airline State Aid December 2021

2021 state aid tally at $57.6 bn

17 December 2021

Ishka estimates that as of 17th December 2021 governments have introduced $204.57 billion in assistance measures for air carriers globally.

Asset Managers Q3 2021

Asset managers' recent news and metrics

2 December 2021

Ishka reports an increase in activity in Q3 2021 among asset managers with several aircraft orders, SLBs, portfolio trades, ABSs and staff hires. Ishka understands that the asset managers in this data sheet have over $97 billion & 2,300 aircraft under management.

ESG: Green financing for aircraft

Sustainable aircraft financings to date

1 December 2021

In this first ESG data sheet Ishka provides an overview of green or sustainable aircraft financings to date: green bonds, green loans, and sustainability-linked issuances.

P2F Conversions November 2021

737-800 freighter lease rates compressed

30 November 2021

Boeing 737-800 converted freighter lease rates are falling, driven by an increasing number of lessors with P2F 737-800s looking to place the aircraft, sources tell Ishka. This datasheet contains estimates for the cost and first available slots for Passenger-to-Freighter conversion programmes.

Airline State Aid November 2021

EU state aid framework extended to mid-2022

25 November 2021

Ishka estimates that as of 25th November 2021 governments have introduced $204 billion in assistance measures for air carriers globally, including sectoral package and airline-specific bailouts. Unconfirmed reports and allocations deemed likely suggest the tally could increase to $211.35 billion.

Lessor Bonds Q4 2021 QTD

$3.5bn issued in addition to AerCap’s $21bn

24 November 2021

Lessors have issued nearly $3.5 billion worth of unsecured debt in the first six weeks of the fourth quarter (in addition to AerCap’s record $21 billion issuance), surpassing issuance volumes for the first half of Q2 ($3.2bn) and the first half of Q3 ($3bn).

Airline Bonds Q4 2021 QTD

JAL bond leads $1.72bn in other currencies

24 November 2021

The 16 unsecured airline issuances so far in the fourth quarter amount to approximately $5.36 billion to 15th November, surpassing issuances over the same six-week period in Q3 ($5.09 billion) and Q2 ($4 billion).

Remarketing Watch November 2021

Fixed lease rates returning for A320s and 737 NGs

23 November 2021

The data sheet below contains an overview of aircraft currently available on three of the most active aircraft remarketing sites. The number of aircraft fell by less than 2% from 557 at the beginning of November to 547 aircraft.

Sale/leaseback Q3 2021

Publicly announced SLB deals to date

4 November 2021

Ishka has recorded 102 publicly announced sale/leaseback deals during the pandemic (April 2020 to October 2021) consisting of 525 aircraft. Asian and North American lessors have been active bidders, accounting for 39% and 47% of all deals respectively.

Airline State Aid October 2021

Confirmed state aid surpasses $200 billion

28 October 2021

Ishka estimates that as of 28th October 2021 governments have introduced $201.02 billion in assistance measures for air carriers globally, including sectoral package and airline-specific bailouts.

Lessor Bonds Q3 2021

USD issuances rebound as IG spreads tighten

13 October 2021

Aircraft lessors tracked by Ishka issued $8.35 billion in capital markets debt during the third quarter including $7.5 billion in USD issuances, a 21% rebound over second quarter USD issuances helped by tightening spreads for investment-grade (IG) bonds.

Airline Bonds Q3 2021

Chinese airlines dominate issuances

12 October 2021

The volume of unsecured bond issuances by airlines declined for a third consecutive quarter in Q3 2021 to $12.04 billion, with issuances now comparable to the last pre-pandemic quarter (Q1 2020, $11.76 billion) after 18 months of abrupt turns.

Airline State Aid September 2021

EU confirms $1.59 billion for relaunched Alitalia (ITA), PIA gets bailout

30 September 2021

Ishka estimates that as of 30th September 2021 governments have introduced $198.78 billion in assistance measures for air carriers globally, including sectoral package and airline-specific bailouts. Unconfirmed reports and allocations deemed likely suggest the tally could increase to $206.79 billion.

Remarketing Watch August 2021

More aircraft are coming out of storage

25 August 2021

The data sheet below contains an overview of aircraft currently available on three of the most active aircraft remarketing sites. There are approximately 12,853 stored commercial narrowbody, widebody, regional jets and turboprops, according to CH-Aviation.

Airline State Aid August 2021

First data sheet summary of Covid-19 state aid

24 August 2021

The data sheets below contain an overview of airline state aid since March 2020 including a ranking of the most generous packages based on pre-pandemic revenues. Governments around the world have provided airlines with $195.32 billion in state aid measures since the start of the Covid-19 pandemic.

Lessor Bonds Q3 2021 QTD

Lessor bonds off to a busy Q3 start

19 August 2021

The third quarter of 2021 is shaping up to be another busy period for unsecured lessor issuances. USD unsecured bonds have already surpassed USD issuances in Q2 ($5.46 billion to $5.2 billion) after only seven weeks into the quarter.

Airline Bonds Q3 2021 QTD

Air France-KLM, Lufthansa repay more state aid with EUR issuances

19 August 2021

The airline unsecured bond market has been relatively unhurried in the first seven weeks of the third quarter, with no USD issuances to date and total volumes only around a fourth of those in the past two quarters. The largest issuers so far have been Air France-KLM and Lufthansa.

;