The IBA Podcast

IBA Insider: 777X Certification, Risks for APAC Airlines and Regional Cargo Sector 10.06.2026 41min

In this episode, Neil Fraser moderates a discussion on some of the most pressing developments shaping today’s aviation market. Drawing on recent insights from Jonathan McDonald, and Xavier Baines, the conversation explores current conditions in the regional cargo sector, the opportunities and cost pressures facing Asia Pacific airlines, and the continued delays surrounding the Boeing 777X certification programme. The episode provides expert analysis on market demand, operational and financial...

IBA Insider Podcast: Regional Jets & Narrowbody Values and Deliveries Update 08.05.2026 35min

In this appraiser special episode of IBA Insider, James Halas, Manager for Commercial Aircraft Valuations, is joined by Iason Pascalis, Senior Aviation Analyst, to discuss the latest developments shaping regional jets and new-generation narrowbody aircraft. Following IBA’s latest update to narrowbody base values, James and Iason explore how this will impact lease rates and deliveries for these aircraft in the next few years. They also examine the current regional jet market, with a focus on d...

IBA Insider: Fuel Uncertainty, JOLCO Access and Expanding Carbon Bill 10.04.2026 39min

This week on the IBA Insider Podcast, we explore three key forces shaping today’s aviation market. Neil Fraser, CFA, Senior Manager – Airline Analysis, breaks down fuel uncertainty and its wider impact across the industry. Elvis Kongolo, Aviation Manager – Commercial Aircraft & Leasing, and ISTAT Certified Appraiser, examines why JOLCO is not scarce, but access remains constrained. Ruchika Kulkarni, Senior Aviation Analyst, unpacks the growing implications of expanding EU ETS coverage for...

IBA Insider: Easter Capacity, Stabilising Values & Middle East Impact 27.03.2026 38min

This week on the podcast, Graham Sherwood, Head of Advisory Sales and Iason Pascalis, Senior Analyst, break down the latest shifts shaping the aviation market. From stabilising values across popular aircraft types amid ongoing macro-economic volatility, to how airlines are ramping up Easter capacity despite rising costs and tightening airspace constraints, they explore what’s driving resilience and where pressures are building. Tune in for sharp insights on market dynamics, operational challe...

IBA Insider: Aviation Security, Engine & Lease Rate Update and Trading Market Outlook 16.03.2026 54min

This week on the podcast, Stuart Hatcher, IBA's Chief Economist and Chief Data Officer, and Jonathan McDonald, Manager – Classic & Cargo Aircraft, examine how the current Middle East conflict is impacting global aviation and asset values. They reflect on previous regional conflicts and their implications for airport security, and how today’s developments, with rising oil prices, are affecting airline operations across the world. Our speakers also break down IBA’s latest Engine and Lease ...

IBA Insider: Vietnam in Focus, Azul Restructures, and Engine Values 27.02.2026 41min

This week, Neil Fraser, CFA, Senior Manager - Airlines, Jamie Davey, Manager - Engines and David Walsh, Aviation Analyst, unpack key themes shaping today’s aviation market. We take a deep dive into Vietnam’s evolving aviation landscape, explore the latest developments at Azul following its Chapter 11 emergence, and provide an engine market update, assessing supply dynamics, MRO pressures and what it means for operators and lessors. Listen in for our expert insight and practical analysis from ...

IBA Insider: US LCC Reset & Singapore Airshow 2026 13.02.2026 41min

Stuart Hatcher, Jonathan McDonald and James Li-Tremble are back to unpack two defining aviation stories this week. Margins are thinning, labour costs are rising, and ancillary revenue is becoming mission-critical. James breaks down what the latest data tells us about profitability pressures, Southwest’s strategic pivot, and why the proposed Allegiant Air – Sun Country Airlines merger looks very different to the blocked JetBlue Airways – Spirit Airlines tie-up. Then, the conversation mov...

IBA Insider: After Dublin Sentiment, Trends in Trading and the General Market 30.01.2026 49min

Mike Yeomans and Jonathan McDonald dive into the aviation market, covering topics from freighters, the trading market, to the strong demand for widebodies, and everything in between. From current conditions to emerging trends, this episode offers practical insight across the full aircraft landscape. Listen now for a concise, expert take on what’s driving the market. To read the articles mentioned, please visit our website here: https://www.iba.aero/resources/#articles Sign up for the newslett...

IBA Insider: 2026 Predictions and Base Value Forecast 16.01.2026 36min

What can the aviation market expect in 2026? In this episode of the IBA Insider Podcast, Stuart Hatcher and Mike Yeomans share their outlook for the year ahead, exploring base value trends, market dynamics, and the key factors shaping aircraft values across the global fleet. Listen now for expert insight into what’s driving the market, and what to watch as we move into 2026. Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - https://www.linkedin.com/company/iba-aviatio...

IBA Insider: A320 Airworthiness, Rising RASK & SAF Targets 05.12.2025 42min

This week on the IBA Insight Podcast, Senior Commercial Manager Graham Sherwood is joined by Manager of Classic and Cargo Aircraft, Jonathan McDonald to break down the biggest developments shaping the market. Our lead story examines the newly issued A320 Airworthiness Directive, what it means for operators, lessors, and the broader fleet as compliance requirements evolve. Graham and Jonathan also unpack the latest performance metrics, including RASK trends and cost containment across airlines...

IBA Insider: Dubai Airshow Commitments, Engine OEMs in 2026, Regional Airline Threats 21.11.2025 32min

This week, Neil Fraser, CFA and Kane Ray, ISTAT Certified Appraiser, dive into the biggest storylines shaping aviation: the headline commitments emerging from the Dubai Airshow, what to expect from engine OEMs heading into 2026, and the growing competitive threats facing regional airlines. Tune in for clear analysis, market context, and expert insights you won’t want to miss. To read the articles discussed today, please visit our website: https://www.iba.aero/resources/#articles Sign up for t...

IBA Insider: M&A Momentum, 777X Delays, and the UK’s Green Push 07.11.2025 44min

In this episode of the IBA Insider Podcast, Will McClintock and Jonathan McDonald unpack the latest developments shaping aviation. From active portfolio trading and Boeing’s 777X delays to the UK’s push toward cleaner propulsion technologies. Tune in for sharp insights and data-driven context on what’s ahead for 2026. Visit our website to read the articles discussed: https://www.iba.aero/resources/ Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - https://www.l...

IBA's Insider: Latin Airline Failures Forgotten, Delta Lead Extended and 737-900ER Holding Strong 24.10.2025 37min

In this episode, Jonathan McDonald and Neil Fraser explore the latest developments shaping the commercial aviation landscape. From the resilience of Latin American carriers to Delta’s continued dominance and the steady performance of the 737-900ER, tune in for expert insights and data-driven analysis. To read the articles discussed, please click here: https://www.iba.aero/resources/#articles Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - https://www.linkedin.com/c...

IBA Insider: IndiGo’s New Route and Africa Growth 10.10.2025 28min

This week on IBA’s Insider Podcast, we discuss the latest industry news, aircraft sales with leases attached, and explore market demand trends, including Spirit’s 87-aircraft deal. We unpack IndiGo’s debut on the Mumbai–Heathrow route. Plus, our experts share insight from IBA’s latest Africa Aviation Market Update. To read the articles or find anything we have discussed today, please visit our website: https://www.iba.aero/ Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn -...

IBA Insider: Freighter Outlook Report, Mike's Market Update, Single Aisle Engine Values 26.09.2025 42min

This episode takes a closer look at Mike’s latest market update, the movements we’re seeing in single aisle engine values and IBA’s Freighter Outlook Report. Tune in for expert perspectives on what’s driving aviation right now. IBA's Webinars: https://www.iba.aero/resources/webinars/ IBA's Freighter Outlook Report: https://www.iba.aero/download-report-ibafmo/ Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ ...

IBA Insider: Spirit’s Chapter 11, Engine Values Update & Dash vs ATR 12.09.2025 45min

This week on the IBA podcast, Neil Fraser, CFA and Jonathan McDonald unpack the biggest aviation stories: Spirit’s Chapter 11, and the outlook for Dash in freighter conversions. 🎧 Listen now to stay ahead of the market. Read a copy of the articles discussed here: https://www.iba.aero/resources/ Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V7...

IBA Insider: Decarbonisation, COMAC Outlook & Aircraft Orders 29.08.2025 40min

Join Stuart Hatcher and Will McClintock as they unpack the latest in aviation – from Europe’s decarbonisation risks to COMAC’s programme outlook and persistent aircraft backlogs. Sign up for the newsletter - https://www.iba.aero/sign-up/ LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/ YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMA Website - www.iba.aero

The Aviation Conversation: Slots with William McClintock 12.08.2025 20min

In this episode of IBA's Aviation Conversation, Executive Advisor Owen Geach is joined by William McClintock, Manager of IBA’s Aircraft Consultancy team, to explore the rising demand for airport slot valuations, particularly at London Heathrow. They break down what slots are, why their value has been climbing, and the factors influencing their pricing, from scarcity and macroeconomic trends to future changes in allocation rules. The discussion also covers the potential impact of a third Heath...

IBA Insider: Widebody Recovery, LCC Strain & Tariff Uncertainty 01.08.2025 39min

In this episode of IBA Insider, aviation experts Neil Fraser CFA, Hashen Hewawasam, ISTAT-Certified Appraiser, and Pehan Ambawatte unpack three key developments shaping the aviation market: The continued recovery in new generation widebody aircraft values Why falling fuel prices may be masking deeper issues for US low-cost carriers And how tariffs and trade policy are reintroducing uncertainty despite lower market volatilityTune in for sharp insights and data-led analysis on what th...

IBA Insider: Wizz Air Retreats, COMAC Boosted, and US Q2 Earnings Kick Off 18.07.2025 35min

In this episode of IBA Insider, Neil Fraser CFA, Manager – Airline Analysis and Senior Aviation Analyst, Andreea Fasole-Berghes unpack the latest headlines shaping global aviation. They discuss Wizz Air’s sudden exit from Abu Dhabi, what the lifting of the US ban on GE aero-engine exports means for COMAC, and broader market pressures facing the industry. Tune in for expert insight into what these developments signal for airlines, manufacturers, and investors. Have questions or want to learn m...