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The Aviation Conversation
IBA Group, the award-winning aviation consultancy, share our unrivalled aviation expertise on subjects that we recognise can be complex and challenging. By sharing our insight and experience through these complimentary podcasts we can further support your business.
The Aviation Conversation
Aviation Outlook: Heathrow’s Expansion, Boeing’s Big Start & US Airline Profits Under Pressure
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation.
In this episode:
- Bond issuances, airline mergers & OEM claims – We analyse key financial and operational shifts, including mixed signals on GTF groundings and the impact of Airbus and Boeing's ambitious production goals.
- Boeing’s bright start – Despite a tough 2024 forecast, Boeing delivered an impressive number of 737 MAX aircraft in January, surpassing expectations. Can they sustain this momentum, and how does it compare to Airbus?
- US airline earnings & inflation’s impact – American, United, and Delta post record revenues, but rising maintenance costs and inflationary pressures tell a more complex story. We break down profitability, cost structures, and what this means for the industry.
- Heathrow’s third runway & London airport expansions – The UK government revives Heathrow’s expansion plans, while London City Airport looks to grow. We explore what this means for air traffic, slot valuations, and the long-term impact on emissions.
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