Airline Economics’ Post

What’s New at K2? Discover the latest insights in our August edition—from FATF’s targeted updates on virtual assets to Elliott Investment Management’s impact at Southwest Airlines. We cover the issues that matter most. Dive in to learn more and subscribe: https://lnkd.in/e6qZNpCa #Compliance #RiskManagement #VirtualAssets

Norse informs the markets on its dealings with a possible strategic partner has ended, without any agreement. The dealings via Seabury have been ongoing for about 6 months. Norse to continue as a «stand alone» airline with currently 12 B787s in operation (plus 3 on wet lease, to be returned in 2025). Who could be the mysterious strategic partner, not any easy guess, but canadian WestJet should not be ruled out, in my view. The summer peak months is expected to boost Norse sales and financial results, but time will show if cash/liquidity generated will be sufficient to avoid any capital injection during the comming winter season.

Major fleet transition at Air Canada! Air Canada has unveiled a major fleet restructuring plan as part of its long-term strategy announced at the 2024 Investor Day. The airline will transfer all 41 Boeing 737 MAX jets to its budget subsidiary, Air Canada Rouge, aligning Rouge’s operations with its leisure-focused routes to the US, Central America, and the Caribbean. Currently, Rouge operates 39 Airbus A320-family aircraft (A319s, A320s, A321s), but the entire Airbus fleet will be retired over the next few years. Similarly, Air Canada’s mainline fleet will phase out A319s and A320s, focusing instead on the newer A220s and retrofitted A321s. These strategic moves are part of Air Canada’s ambitious 2028 targets: ✅ $30 billion in operating revenues ✅ At least 17% adjusted EBITDA margin ✅ ~5% free cash flow margin Read more: https://lnkd.in/dzEhhMEk

Speaking to the delegates at #ISTATEMEA, Air Lease Corporation's CFO Greg Willis said he was hopeful that there would be a "soft landing" for the sector and global economy amid a lower interest rate environment and a tightening of spreads. Commenting on the recent normalisation in short- and long-term US government debt yields, which ended what he describes as the longest inverted yield inversion in history, Willis commented that "obviously we're all worried about a potential recession", which has typically followed such an inversion, but he remains hopeful that there will be a "soft landing." #marketoutlook #aviation #aviationfinance #aviationfinance #ISTATEvents

🛩️ If you are interested in current trends in aviation including ABS activity; see below a very informative video from my colleagues Niamh Tobin & Alan O'Brien. Do get in touch with the team if you'd like to discuss! #AviationFinance #MindsMadeForFS

"Interesting insights from my colleagues Dr Benjamin Parameswaran and Dr. Dr. Nils Krause, LL.M. (Durham) on the future of the transatlantic M&A market under Trump. With growing scrutiny from CFIUS and the FTC, how will regulatory shifts impact cross-border deals? 🌍 Lets get ready for deal-making in this new era. #MergersAndAcquisitions #CFIUS #FTC #CrossBorderDeals #GlobalMergers"

As Boeing explores innovative ways to stabilize its finances, including potential equity offerings amidst looming credit rating challenges, it's crucial to draw lessons from past successes, particularly its deep-rooted connections with the Middle East. Explore Boeing’s Financial Strategies. Boeing’s longstanding partnerships with Middle Eastern airlines like Emirates, Qatar Airways, and recent massive aircraft deals with Saudi Arabia exemplify how strategic regional collaborations can foster substantial growth and stability. These relationships not only underscore Boeing's pivotal role in global aviation but also highlight the Middle East's strategic commitment to expanding its aviation capabilities. Given the current economic landscape, could Boeing further leverage these robust Middle Eastern connections? Exploring additional strategic investments from this financially buoyant region might offer Boeing a resilient pathway through its present challenges. As Middle Eastern carriers continue to expand their fleets, there is a tangible opportunity for Boeing to deepen these alliances, possibly opening avenues for fresh investments or collaborative financial solutions. As we consider Boeing's next steps, it’s essential to recognize the potential of reinvigorating and expanding these partnerships. Such strategies could provide the necessary capital infusion and reinforce Boeing’s position in a critical market segment, driving mutual benefits amidst global economic pressures. As we reflect on these developments, it's clear that strategic financial planning and innovative partnerships will define the future trajectories of global aviation players. #Boeing #MiddleEastAviation #StrategicPartnerships #FinancialStrategy #GlobalAviation #InvestmentOpportunities https://lnkd.in/eAkBbaAA

#TeamSPB do a wonderful job detailing Mario Draghi recently published report on ‘The Future of European Competitiveness’ discussing the need for the EU to strengthen its Investment Screening Mechanism. Find the full report below!

#TeamSPB do a wonderful job detailing Mario Draghi recently published report on ‘The Future of European Competitiveness’ discussing the need for the EU to strengthen its Investment Screening Mechanism. Find the full report below!

#TeamSPB do a wonderful job detailing Mario Draghi recently published report on ‘The Future of European Competitiveness’ discussing the need for the EU to strengthen its Investment Screening Mechanism. Find the full report below!