Weekly market analysis, strategic insights, and proprietary research for institutional investors and aviation decision-makers.
Photo: Acroterion, CC BY-SA 4.0, via Wikimedia Commons
Airlines for America objected to two extra Air China flights for Xi Jinping's September 2026 state visit, citing Chinese airlines' access to Russian airspace.
Read More →14 to 20 September 2026: US airlines cut capacity as jet fuel topped $181 a barrel, airBaltic filed for Chapter 11 and Korean Air ordered 103 Boeing jets.
Read More →Korean Air has finalised a $44.8bn order for 103 Boeing aircraft and GE engines. Three of the four types are uncertified, and the timing points to Asiana.
Read More →Photo: Simply Aviation, CC BY 2.0, via Wikimedia Commons
airBaltic has filed in New York with EUR350m of DIP funding. The risk sits with the lessors of its 41 Airbus A220s and Airbus, which loses a launch customer.
Read More →Photo: National Transportation Safety Board, Public domain, via Wikimedia Commons
7 to 13 September 2026: a fatal 767 freighter overrun at Miami, a UK air traffic control failure that grounded over 2,000 flights and a $11.75bn GE deal.
Read More →GE Aerospace has agreed to buy Consolidated Precision Products for $11.75bn, bringing casting capacity in house and changing the supplier map for engines.
Read More →Jet Zero Australia's A$30m raise, Montana Renewables' expansion and Singapore's passenger SAF levy show capital treating SAF as a fuel supply hedge.
Read More →Photo: Acroterion, CC BY-SA 4.0, via Wikimedia Commons
31 August to 6 September 2026: Southwest confirmed 11 lounges, Portugal took the TAP sale to Air France-KLM and Lufthansa, and Boeing outdelivered Airbus.
Read More →Engine maintenance is about half of a $120 billion aftermarket. Shop capacity is now the constraint, and five companies are pricing it very differently.
Read More →ORIX Aviation's move for AerFin and CALC's revised residual assumptions show lessors placing more of an aircraft's value in its engines and used parts.
Read More →Photo: 4300streetcar, CC BY 4.0, via Wikimedia Commons
24 to 30 August 2026: United added 10 international cities for 2027, Qantas moved A380 retirement forward to 2028 and JetBlue won 22 LaGuardia slots.
Read More →Photo: Quintin Soloviev, CC BY 4.0, via Wikimedia Commons
17 to 23 August 2026: Alaska Airlines added Seattle to Athens and Paris, while Jin Air, Air Busan and Air Seoul signed an agreement to merge into one carrier.
Read More →Photo: ZLEA, CC BY-SA 4.0, via Wikimedia Commons
10 to 16 August 2026: Archer agreed to buy Boeing's Wisk, Insitu and SkyGrid, Heart Aerospace flew its X1 demonstrator and Delta announced Austin to Paris.
Read More →3 to 9 August 2026: the FAA certified the 737 MAX 7, Apollo agreed to buy easyJet at 715p a share and Gatwick's runway plan cleared its final legal challenge.
Read More →Photo: 4300streetcar, CC BY 4.0, via Wikimedia Commons
The A321XLR and 737 MAX now fly routes once kept for widebodies. How airlines should plan fleets with about 17,000 aircraft on order and slots years away.
Read More →With 10.2 billion passengers forecast and new aircraft opening city pairs, airports now win routes with demand data more than with conference meetings.
Read More →The global MRO market is worth $97 billion in 2026, yet aircraft still sit grounded waiting for maintenance slots. Where demand and capacity fail to meet.
Read More →Photo: Duncan Kirk, CC BY 4.0, via Wikimedia Commons
6 to 12 July 2026: Apollo's 715p bid displaced Castlelake at easyJet, Frontier took Spirit's top 40 routes and BETA flew the first FAA eVTOL pilot flights.
Read More →Photo: Dan Nevill, CC BY 2.0, via Wikimedia Commons
Boeing outsold Airbus in 2025 for the first time since 2018 — but neither can yet build at the rate its order book demands. Inside the delivery struggle, the record backlogs, and the Spirit AeroSystems break-up reshaping the supplier base.
Read More →Photo: Duncan Kirk, CC BY 4.0, via Wikimedia Commons
US aviation-finance specialist Castlelake has agreed a £5.5bn ($7.3bn) deal to take easyJet private. We unpack who Castlelake is, the sum-of-the-parts case, the 49/51 EU ownership structure, the completion risks, and whether the airline gets optimised or broken up.
Read More →United opens a new U.S.–Colombia corridor, Honeywell Aerospace debuts on Nasdaq, and Delta moves to entrench its Atlanta hub through Spirit’s liquidation. Boston Warwick’s executive briefing for 29 June–5 July 2026.
Read More →Photo: Dough4872, CC BY-SA 4.0, via Wikimedia Commons
American becomes the first US carrier to serve 100 destinations across Mexico, the Caribbean and Latin America, the UK publishes its draft Heathrow third-runway policy statement, and easyJet draws a £3bn Castlelake approach.
Read More →How the Strait of Hormuz closure reshaped European aviation fuel supply chains, which airports remain at risk, and what mid-June 2026 stabilisation really means.
Read More →IATA has slashed its 2026 global airline net profit forecast nearly in half to $23 billion amid surging fuel costs and Middle East disruptions.
Read More →Whether you're planning a fleet transition, developing new routes, optimising MRO capacity, or evaluating an aviation investment, we can help.
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