Overcapacity in an aircraft shortage?
How a shortage and overcapacity can coexist
Narrowbody
Narrowbody shortage extended, but left materially unchanged
First identified in 2021, the narrowbody shortage continues. Since, however, Boeing and Airbus delivery delays…
Transatlantic flying still a widebody business
The great transition to transatlantic narrowbodies hasn’t happened. At least not yet.
Narrowbody lease rates continue ascent
The last 18 months have resulted in a sharp recovery in narrowbody lease rates. Even…
Boeing narrowbodies retain historical market value over Airbus
The comparison of historical narrowbody market values gives the edge to Boeing in value retention.
Latest PW1000 warnings likely reflect worst case scenario
RTX has released updated information on the PW1000 inspections, and the numbers are large. This…
