Proprietary Aviation Research
Proprietary research used by institutional investors, airlines, airports, MROs, and aviation decision-makers worldwide.
The $159 Barrel
Report One of three. Six months after the Strait of Hormuz closed, the strait has reopened and jet fuel has not come down. This report establishes why: two thirds of the increase sits outside crude, in refining and logistics, and rests on European capacity that has been permanently removed. It traces where the cost has actually landed, from what airlines absorbed, how much passengers paid, and why pass-through has a hard limit. The regional ranking that held for a decade has inverted, and the carriers that get their fuel strategy right in 2026 will carry the advantage into 2028.
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The $159 Barrel
Three reports on where the cost of the Strait of Hormuz has landed. Report One is free. The series is capped at $150 however you buy it — take one report at $100 and the other costs $50, never more.
- 1
The $159 Barrel
Where the cost of the Strait of Hormuz has actually settled, and why two thirds of it sits outside crude.
- 2
The 2.9 Per Cent Airlines Actually Cut
What carriers really removed from their networks, against what they said they would, and who absorbed the difference.
Available from
8 September $100 - 3
The 300-Day Engine
Shop visit intervals under sustained high-thrust operation, and what that does to lease economics through 2028.
Available from
15 September $100
Reports are bought and kept in your research library, where they stay permanently and can be downloaded again at any time.
The $159 Barrel
Report One of three. Six months after the Strait of Hormuz closed, the strait has reopened and jet fuel has not come down. This report establishes why: two thirds of the increase sits outside crude, in refining and logistics, and rests on European capacity that has been permanently removed. It traces where the cost has actually landed, from what airlines absorbed, how much passengers paid, and why pass-through has a hard limit. The regional ranking that held for a decade has inverted, and the carriers that get their fuel strategy right in 2026 will carry the advantage into 2028.
Jet Fuel Supply Chain Shocks — Updated Edition
Revised to reflect the ongoing Strait of Hormuz closure. Since February 2026, over 20% of global jet fuel supply has been disrupted — jet fuel prices spiked 74%, airlines slashed thousands of flights, and Europe's refinery dependence has been laid bare. This updated edition tracks the real-world impact against our original scenario models, adds fresh data on tanker attacks and rerouting costs, and reassesses which markets are most exposed as the crisis extends into its fifth month.
The Turbofan Durability Crisis
Powder metal contamination has grounded hundreds of Pratt & Whitney GTF-powered aircraft and forced Airbus to cut A320neo delivery targets. This report traces the metallurgical root cause through the supply chain, quantifies the fleet impact by airline and lessor, and models the capacity shortfall through 2028. Essential reading for anyone with exposure to A320neo-family assets or narrowbody lease rates.
The MRO Technician Shortage
The global MRO workforce is ageing out faster than training pipelines can replace it. This report quantifies the gap — 60,000 technicians short by 2029 — and analyses the structural forces making it worse: declining military feedstock, inadequate vocational pipelines, and wage competition from adjacent industries. We model the downstream effects on turnaround times, MRO pricing power, and airline operating costs.
Heathrow Third Runway: The Infrastructure Bet
With political momentum building and capacity constraints acute, Heathrow expansion is back on the table. This report evaluates the investment case from every angle: airline slot economics, surrounding property valuations, construction timeline risks, and the competitive dynamics with Gatwick and the regional airports. Includes a financial model of slot value creation under different capacity scenarios.
Rolls-Royce and the Narrowbody Question
Rolls-Royce has been absent from the narrowbody engine market since the early 2000s. With the next-generation single-aisle cycle approaching, this report assesses whether — and how — RR could re-enter the most lucrative segment in aerospace. We analyse the technology options, partnership scenarios, and the financial case against CFM and Pratt & Whitney's installed base advantages.
Sustainable Aviation Fuel: Mandates vs Reality
Regulators worldwide are mandating SAF blending ratios that current production capacity cannot meet. This report quantifies the gap between mandate trajectories and industrial buildout, analyses the feedstock bottlenecks, and models the cost pass-through implications for airlines. Includes a plant-by-plant production capacity database and investment opportunity mapping across the SAF value chain.
AI-Driven Predictive Maintenance in Aviation
Airlines operating predictive maintenance programmes are achieving 15-30% reductions in unscheduled removals and material AOG cost savings. This report profiles the leading deployments, evaluates the technology stack, and identifies the data moats being built. For investors, we assess which MRO providers and technology vendors are best positioned as the industry shifts from calendar-based to condition-based maintenance.
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