Explore every episode of the podcast The IBA Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| IBA Insider: A320 Airworthiness, Rising RASK & SAF Targets | 05 Dec 2025 | 00:42:40 | |
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, before turning to a timely review of whether the industry is still on track to meet its long-term Sustainable Aviation Fuel (SAF) targets. To read the articles discussed today, visit our website: https://www.iba.aero/resources/#articles Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: Dubai Airshow Commitments, Engine OEMs in 2026, Regional Airline Threats | 21 Nov 2025 | 00:32:36 | |
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 the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: M&A Momentum, 777X Delays, and the UK’s Green Push | 07 Nov 2025 | 00:44:16 | |
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/ | |||
| IBA's Insider: Latin Airline Failures Forgotten, Delta Lead Extended and 737-900ER Holding Strong | 24 Oct 2025 | 00:37:46 | |
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/ | |||
| IBA Insider: IndiGo’s New Route and Africa Growth | 10 Oct 2025 | 00:28:20 | |
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/ | |||
| IBA Insider: Freighter Outlook Report, Mike's Market Update, Single Aisle Engine Values | 26 Sep 2025 | 00:42:53 | |
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/ | |||
| IBA Insider: Spirit’s Chapter 11, Engine Values Update & Dash vs ATR | 12 Sep 2025 | 00:45:58 | |
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/ | |||
| IBA Insider: Decarbonisation, COMAC Outlook & Aircraft Orders | 29 Aug 2025 | 00:40:31 | |
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/ | |||
| The Aviation Conversation: Slots with William McClintock | 12 Aug 2025 | 00:20:54 | |
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 Heathrow runway, the UK Department for Transport’s proposed slot reforms, and IBA’s own methodology for valuing these critical, yet intangible, aviation assets. To download a copy of our UK’s Department for Transport (DfT) report mentioned, click here: https://www.iba.aero/resources/articles/uk-airport-slot-reform-2023/ To download a copy of the National Grid Report mentioned, click here: https://marketing.iba.aero/l/938693/2025-02-18/jkkwb For more information on IBA's Consultancy, click here: https://www.iba.aero/services/consulting/ Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: Widebody Recovery, LCC Strain & Tariff Uncertainty | 01 Aug 2025 | 00:39:00 | |
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:
Tune in for sharp insights and data-led analysis on what these trends mean for investors, lessors, and operators across the aviation ecosystem. For a copy of the articles mentioned or more information, contact marketing@iba.aero. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: Wizz Air Retreats, COMAC Boosted, and US Q2 Earnings Kick Off | 18 Jul 2025 | 00:35:02 | |
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 more? Get in touch with the IBA team at marketing@iba.aero. For more information on our US-focused webinar, please visit our website: https://www.iba.aero/resources/webinars/ibas-webinar-aviation-in-the-americas-credit-capacity-and-capital/ Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: New Bizjet Trends, 777 P2F Squeeze & Embraer Win | 04 Jul 2025 | 00:31:29 | |
In this episode of IBA Insider, Manager - Airline Analysis, Neil Fraser CFA and Jon Whaley, Senior Aviation Analyst, explore the latest developments shaping aviation markets. They discuss Embraer’s recent SAS win following LOT’s defection to Airbus, assess whether business jet demand is entering a new phase, and examine the rising interest in 777-300ER freighter conversions amid limited feedstock. Have questions or want to dive deeper? Get in touch with the IBA team for tailored insights. https://www.iba.aero/contact/ To read a copy of the articles we discussed today, or catch up on our Paris Air Show webinar, please visit our website: https://www.iba.aero/ Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: Paris Airshow Predictions, Azul's Chapter 11 & OEM Outlooks | 06 Jun 2025 | 00:42:33 | |
In this episode of IBA Insider, Chief Economist and Exec. Advisor Dr. Stuart Hatcher and Neil Fraser CFA, Manager - Airline Analysis, share their predictions ahead of the Paris Airshow, reflect on Azul’s Chapter 11 filing, and unpack key takeaways from this week’s Rolls-Royce OEM briefing - all while diving into the ever-evolving aviation landscape. Have questions or want to dive deeper? Get in touch with the IBA team for tailored insights. https://www.iba.aero/contact/ Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: ABS Comeback, Supply Chain Strains | 23 May 2025 | 00:23:03 | |
In this episode of IBA Insider, Aviation Analyst Nicolas Karagiannis and Jamie Davey, Manager – Engines & Parts, explore the key developments shaping today’s aviation landscape. What’s inside:
Have questions or want to dive deeper? Get in touch with the IBA team for tailored insights. https://www.iba.aero/contact/ Sign up to receive the IBA Insider newsletter bi-weekly: https://www.iba.aero/sign-up/ Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Aviation Outlook: Tariff Updates & Rising Aircraft Values | 25 Apr 2025 | 00:47:11 | |
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Hashen Hewawasam, Head of Commercial Aircraft Valuation, share their insights on the latest stories in global aviation. In this episode, we discuss:
Got questions or thoughts on these topics? Reach out to the team for more insights. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Aviation Outlook: Tariffs, Airlines Restructure & Green Fuel Setbacks | 04 Apr 2025 | 00:38:24 | |
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser, Manager - Airline Analysis, share their insights on the latest stories in global aviation. In this episode, we discuss:
Got questions or thoughts on these topics? Reach out to the team for more insights. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Aviation Outlook: Update on Delivery Lead Times & Air Europa Bidding War | 21 Mar 2025 | 00:33:23 | |
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Piotr Grobelny, Analyst – Airlines, share their insights on the latest stories in global aviation. In this episode, we discuss:
Got questions or thoughts on these topics? Reach out to the team for more insights. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Aviation outlook: Growth, Challenges, and Green Transitions | 28 Feb 2025 | 00:45:23 | |
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, we discuss:
Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| ABS Updates, Rex Ownership, and China’s RX4E Milestone: Insights from IBA Experts | 14 Feb 2025 | 00:47:19 | |
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, we discuss:
Got questions or thoughts on these topics? Reach out to the team for more insights. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Aviation Outlook: Heathrow’s Expansion, Boeing’s Big Start & US Airline Profits Under Pressure | 31 Jan 2025 | 01:06:53 | |
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.
Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Navigating Aviation's Future: Dublin Reflections, Premium Travel Trends, and Sustainability Milestones | 17 Jan 2025 | 01:00:54 | |
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.
Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Year-End Insights, Festive Mergers & 2025 Trends Await | 16 Dec 2024 | 00:52:38 | |
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. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Airbus Narrowbody Leaps & easyJet’s FY2024 Triumph: Insights from IBA Experts | 02 Dec 2024 | 00:36:40 | |
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.
Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Boeing Strikes, Yield Challenges, and Europe's Airline Giants | 19 Nov 2024 | 00:44:30 | |
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.
Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Extensions revisited, frontier buck the trend among US LCCs, Lilium files for self-administration | 01 Nov 2024 | 00:46:10 | |
Welcome to the IBA Insider
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| JOLCOs and tax leases, United leads Delta in Q3 EBIT & Chinese carriers surge as Europeans cut capacity | 18 Oct 2024 | 00:39:01 | |
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, calls in from New York where he is attending the Airline Economics Growth Frontiers event and is joined by Neil Fraser CFA, Manager - Airline Analysis, to share their insights on the latest stories in global aviation.
Register for our upcoming Airline risk webinar - https://www.iba.aero/events/airline-risk-in-2024-spotting-and-managing-the-key-signals/ Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Airline failures update, Downgrading Boeing's credit rating & BA buys £9m in carbon removals | 04 Oct 2024 | 00:42:09 | |
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.
Join us at Airline Economics: New York - https://www.iba.aero/events/airline-economics-ny-2024/ Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| TAP's European consolidation story, Interest rates outlook & Canada's low-cost carrier failures | 13 Sep 2024 | 00:45:20 | |
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| The Latest Helicopter Market Outlook (2024) | 23 Aug 2024 | 00:30:00 | |
Join IBA’s Kane Ray, Head of General Aviation and Aftermarket, and Rami Abdel Aziz, Manager - Helicopters, for the latest updates on the helicopter market. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| The Latest Air Cargo Market Outlook (2024) | 09 Aug 2024 | 00:50:37 | |
Join IBA’s Mike Yeomans, Director - Advisory & Consulting, and Jonathan McDonald, Manager - Classic & Cargo Aircraft, for the latest updates on the air freighter market. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Farnborough Airshow 2024: The Round-up | 30 Jul 2024 | 01:00:56 | |
Join IBA’s experts Dr Stuart Hatcher and Mike Yeomans, for our in-depth analysis following the Farnborough International Airshow 2024. Stuart and Mike cover: Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA's Farnborough predictions + more! | 12 Jul 2024 | 00:36:49 | |
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Piotr Grobelny, Aviation Analyst, share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Could FedEx retirements signal cargo weakening, Lufthansa’s unprecedented pivot, & Rebalancing supply and demand with costs | 28 Jun 2024 | 00:37:00 | |
IBA's Neil Fraser CFA, Manager - Airline Analysis, William McClintock, Manager - Consulting, and Piotr Grobelny, Aviation Analyst, share their insights on the latest stories in global aviation.
Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Revised aircraft delivery predictions, Nigeria releases $850m in aviation revenue & more! | 14 Jun 2024 | 00:34:39 | |
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| History repeats for SpiceJet, Positive FY23/24 results for Wizz and Ryanair & IndiGo to introduce business class | 31 May 2024 | 00:32:36 | |
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| European airline Q1 results, Emirates & Singapore Airlines exit 2023 with record figures & a GTF engine lease rates update | 17 May 2024 | 00:32:27 | |
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, Mike Yeomans, Director - Valuations and Consulting & ISTAT Certified Senior Appraiser and Piotr Grobelny, Aviation Analyst, share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Boeing updates, IndiGo questions India’s long-haul demand & Euro giants cut costs | 03 May 2024 | 00:36:58 | |
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: Little trouble in big China, Supply disruptions dent US airlines' Q1 results & Landmark case finds KLM advertisements ‘misleading’ | 19 Apr 2024 | 00:35:02 | |
IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Another slow quarter, Is Turkish Airlines Europe's fourth full-service group & GE breakup propels a new direction parent company | 06 Apr 2024 | 00:37:05 | |
IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Three delays and a part-out, Lufthansa comes second for performance & Increased passenger interest in aviation sustainability | 15 Mar 2024 | 00:44:01 | |
IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: An update on airline failures, IAG outshines AF-KLM & consolidation to save SpiceJet and Go First? | 04 Mar 2024 | 00:31:50 | |
IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: GTF hit worse than first thought & What does the UK's airport slot reform mean for airlines? | 16 Feb 2024 | 00:28:27 | |
IBA's Neil Fraser CFA, Airline Analysis Manager, and William McClintock, Market Analysis and Forecasting Manager share their insights on the latest stories in global aviation. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: Key takeaways from Airline Economics Dublin, U.S. full-service carriers diverged further from low-cost sector & GOL goes under | 02 Feb 2024 | 00:38:25 | |
The key takeaways from Airline Economics: Dublin, U.S. full-service carriers diverged further from the low-cost sector in 2023 and GOL goes under. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| IBA Insider: Airline Economics Dublin predictions, Boeing quality issues not enough to deter Akasa Air & US judge blocks JetBlue-Spirit merger | 22 Jan 2024 | 00:25:40 | |
Our predictions for the upcoming Airline Economics: Dublin conference, Boeing quality issues not enough to deter Akasa Air’s latest 737 orders and DOJ strikes again as US judge blocks JetBlue-Spirit Airlines merger. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Helicopter Market Update (2023) | 05 Jan 2024 | 00:13:59 | |
In this edition, IBA's Mike Yeomans and Rami Abdel Aziz cover the latest developments in the helicopter space and near term outlook for this asset class. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| eVTOL Market Update (2023) | 22 Dec 2023 | 00:20:26 | |
In this edition, IBA's Mike Yeomans and Denesz Thiyagarajan cover the latest developments in the electric vertical take-off and landing (eVTOL) aircraft space and the forward outlook for market entry. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| The IBA Weekly: Issue 45 | 10 Dec 2023 | 00:22:23 | |
An early peek at final OEM performance, Alaska Airlines set to acquire Hawaiian Airlines as US consolidation continues west and EU to include taxing aviation fuel at the ongoing COP28 Summit. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| The Latest in Aviation ESG | 24 Nov 2023 | 00:24:07 | |
Welcome to The Aviation Conversation. In this edition, IBA's Phil Seymour and Jeni Stanley explore recent trends in aviation ESG and share their insights on the latest industry updates. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Airline Performance in 2023 | 27 Oct 2023 | 00:22:03 | |
Welcome to the Aviation Conversation. In this edition, IBA's Phil Seymour and Dan Taylor explore airline performance over the past year, current industry trends and provide a forward market outlook in the short and long term. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||
| Aviation and the Environment (2021) | 05 Feb 2021 | 00:20:56 | |
Despite its best efforts, the Covid-19 pandemic failed to deflect all stakeholder interest within the aviation industry away from environmental and sustainability concerns. In January 2020 IBA published its well-received ‘Aviation and the Environment’ report and in response to market demand we have just released our 2021 version. Download your copy here on our website. In this short podcast IBA’s Phil Seymour (President & Head of Advisory) and Tim Boon (Aviation Analyst and ESG Specialist) discuss current regulation and compliance information, emerging green finance initiatives including sustainability loans and OEM investment and research activity. Additionally, the pair share details of IBA’s latest initiative, our InsightIQ Carbon Emissions Calculator. Available in the coming weeks, this new module will support the market with compliance, stakeholder engagement, green financing and efficiency by measuring carbon emissions across all commercial aircraft. Request more information here. Sign up for the newsletter - https://www.iba.aero/sign-up/ | |||