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What is in this report:

  • Key trends:
    • Wave of airline cash available in hot SLB market
      expected through 2028
    • Narrowbody shortage extended, but left materially
      unchanged
    • 2024/2025 expected to bring strong orders for Embraer’s E2
    • 737-800 freighter conversions drop; stored fleet rises
    • A330neo remains only viable option for domestic China lift
    • Western Europe to Asia traffic flows shifting to Middle East
      carriers
  • A321neo fleet values and demographics

 

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