The IBA Podcast
Episodes
IBA Insider: Easter Capacity, Stabilising Values & Middle East Impact
27 Mar 2026
Contributed by Lukas
This week on the podcast, Graham Sherwood, Head of Advisory Sales and Iason Pascalis, Senior Analyst, break down the latest shifts shaping the aviatio...
IBA Insider: Aviation Security, Engine & Lease Rate Update and Trading Market Outlook
16 Mar 2026
Contributed by Lukas
This week on the IBA Insider podcast, Chief Data Officer Stuart Hatcher and Jonathan McDonald, Manager – Classic & Cargo Aircraft, examine how t...
IBA Insider: Vietnam in Focus, Azul Restructures, and Engine Values
27 Feb 2026
Contributed by Lukas
This week, Neil Fraser, CFA, Senior Manager - Airlines, Jamie Davey, Manager - Engines and David Walsh, Aviation Analyst, unpack key themes shaping to...
IBA Insider: US LCC Reset & Singapore Airshow 2026
13 Feb 2026
Contributed by Lukas
Stuart Hatcher, Jonathan McDonald and James Li-Tremble are back to unpack two defining aviation stories this week.Margins are thinning, labour costs a...
IBA Insider: After Dublin Sentiment, Trends in Trading and the General Market
30 Jan 2026
Contributed by Lukas
Mike Yeomans and Jonathan McDonald dive into the aviation market, covering topics from freighters, the trading market, to the strong demand for widebo...
IBA Insider: 2026 Predictions and Base Value Forecast
16 Jan 2026
Contributed by Lukas
What can the aviation market expect in 2026?In this episode of the IBA Insider Podcast, Stuart Hatcher and Mike Yeomans share their outlook for the y...
IBA Insider: A320 Airworthiness, Rising RASK & SAF Targets
05 Dec 2025
Contributed by Lukas
This week on the IBA Insight Podcast, Senior Commercial Manager Graham Sherwood is joined by Manager of Classic and Cargo Aircraft, Jonathan McDonald ...
IBA Insider: Dubai Airshow Commitments, Engine OEMs in 2026, Regional Airline Threats
21 Nov 2025
Contributed by Lukas
This week, Neil Fraser, CFA and Kane Ray, ISTAT Certified Appraiser, dive into the biggest storylines shaping aviation: the headline commitments emerg...
IBA Insider: M&A Momentum, 777X Delays, and the UK’s Green Push
07 Nov 2025
Contributed by Lukas
In this episode of the IBA Insider Podcast, Will McClintock and Jonathan McDonald unpack the latest developments shaping aviation. From active portfol...
IBA's Insider: Latin Airline Failures Forgotten, Delta Lead Extended and 737-900ER Holding Strong
24 Oct 2025
Contributed by Lukas
In this episode, Jonathan McDonald and Neil Fraser explore the latest developments shaping the commercial aviation landscape. From the resilience of L...
IBA Insider: IndiGo’s New Route and Africa Growth
10 Oct 2025
Contributed by Lukas
This week on IBA’s Insider Podcast, we discuss the latest industry news, aircraft sales with leases attached, and explore market demand trends, incl...
IBA Insider: Freighter Outlook Report, Mike's Market Update, Single Aisle Engine Values
26 Sep 2025
Contributed by Lukas
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 Ou...
IBA Insider: Spirit’s Chapter 11, Engine Values Update & Dash vs ATR
12 Sep 2025
Contributed by Lukas
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...
IBA Insider: Decarbonisation, COMAC Outlook & Aircraft Orders
29 Aug 2025
Contributed by Lukas
Join Stuart Hatcher and Will McClintock as they unpack the latest in aviation – from Europe’s decarbonisation risks to COMAC’s programme outlook...
The Aviation Conversation: Slots with William McClintock
12 Aug 2025
Contributed by Lukas
In this episode of IBA's Aviation Conversation, Executive Advisor Owen Geach is joined by William McClintock, Manager of IBA’s Aircraft Consult...
IBA Insider: Widebody Recovery, LCC Strain & Tariff Uncertainty
01 Aug 2025
Contributed by Lukas
In this episode of IBA Insider, aviation experts Neil Fraser CFA, Hashen Hewawasam, ISTAT-Certified Appraiser, and Pehan Ambawatte unpack three key de...
IBA Insider: Wizz Air Retreats, COMAC Boosted, and US Q2 Earnings Kick Off
18 Jul 2025
Contributed by Lukas
In this episode of IBA Insider, Neil Fraser CFA, Manager – Airline Analysis and Senior Aviation Analyst, Andreea Fasole-Berghes unpack the latest he...
IBA Insider: New Bizjet Trends, 777 P2F Squeeze & Embraer Win
04 Jul 2025
Contributed by Lukas
In this episode of IBA Insider, Manager - Airline Analysis, Neil Fraser CFA and Jon Whaley, Senior Aviation Analyst, explore the latest developments s...
IBA Insider: Paris Airshow Predictions, Azul's Chapter 11 & OEM Outlooks
06 Jun 2025
Contributed by Lukas
In this episode of IBA Insider, Chief Economist and Exec. Advisor Dr. Stuart Hatcher and Neil Fraser CFA, Manager - Airline Analysis, share their pred...
IBA Insider: ABS Comeback, Supply Chain Strains
23 May 2025
Contributed by Lukas
In this episode of IBA Insider, Aviation Analyst Nicolas Karagiannis and Jamie Davey, Manager – Engines & Parts, explore the key developments sh...
Aviation Outlook: Tariff Updates & Rising Aircraft Values
25 Apr 2025
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Hashen Hewawasam, Head of Commercial Aircraft Valuation, share their insights ...
Aviation Outlook: Tariffs, Airlines Restructure & Green Fuel Setbacks
04 Apr 2025
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser, Manager - Airline Analysis, share their insights on the latest st...
Aviation Outlook: Update on Delivery Lead Times & Air Europa Bidding War
21 Mar 2025
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Piotr Grobelny, Analyst – Airlines, share their insights on the latest stori...
Aviation outlook: Growth, Challenges, and Green Transitions
28 Feb 2025
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the lates...
ABS Updates, Rex Ownership, and China’s RX4E Milestone: Insights from IBA Experts
14 Feb 2025
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the lates...
Aviation Outlook: Heathrow’s Expansion, Boeing’s Big Start & US Airline Profits Under Pressure
31 Jan 2025
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the lates...
Navigating Aviation's Future: Dublin Reflections, Premium Travel Trends, and Sustainability Milestones
17 Jan 2025
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the lates...
Year-End Insights, Festive Mergers & 2025 Trends Await
16 Dec 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the lates...
Airbus Narrowbody Leaps & easyJet’s FY2024 Triumph: Insights from IBA Experts
02 Dec 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the lates...
Boeing Strikes, Yield Challenges, and Europe's Airline Giants
19 Nov 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the lates...
Extensions revisited, frontier buck the trend among US LCCs, Lilium files for self-administration
01 Nov 2024
Contributed by Lukas
Welcome to the IBA InsiderOur experts bring you key insights and stories shaping the global aviation industry every fortnight.Stu’s View: Extensions...
JOLCOs and tax leases, United leads Delta in Q3 EBIT & Chinese carriers surge as Europeans cut capacity
18 Oct 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, calls in from New York where he is attending the Airline Economics Growth Frontier...
Airline failures update, Downgrading Boeing's credit rating & BA buys £9m in carbon removals
04 Oct 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & Exec. Advisor, and Neil Fraser CFA, Manager - Airline Analysis, share their insights on the lates...
TAP's European consolidation story, Interest rates outlook & Canada's low-cost carrier failures
13 Sep 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Manager - Airline Analysis, share their in...
The Latest Helicopter Market Outlook (2024)
23 Aug 2024
Contributed by Lukas
Join IBA’s Kane Ray, Head of General Aviation and Aftermarket, and Rami Abdel Aziz, Manager - Helicopters, for the latest updates on the helicopter ...
The Latest Air Cargo Market Outlook (2024)
09 Aug 2024
Contributed by Lukas
Join IBA’s Mike Yeomans, Director - Advisory & Consulting, and Jonathan McDonald, Manager - Classic & Cargo Aircraft, for the latest updates...
Farnborough Airshow 2024: The Round-up
30 Jul 2024
Contributed by Lukas
Join IBA’s experts Dr Stuart Hatcher and Mike Yeomans, for our in-depth analysis following the Farnborough International Airshow 2024. Stuart and ...
IBA's Farnborough predictions + more!
12 Jul 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Piotr Grobelny, Aviation Analyst, share their insights on t...
Could FedEx retirements signal cargo weakening, Lufthansa’s unprecedented pivot, & Rebalancing supply and demand with costs
28 Jun 2024
Contributed by Lukas
IBA's Neil Fraser CFA, Manager - Airline Analysis, William McClintock, Manager - Consulting, and Piotr Grobelny, Aviation Analyst, share their in...
Revised aircraft delivery predictions, Nigeria releases $850m in aviation revenue & more!
14 Jun 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Manager - Airline Analysis, share their in...
History repeats for SpiceJet, Positive FY23/24 results for Wizz and Ryanair & IndiGo to introduce business class
31 May 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Manager - Airline Analysis, share their in...
European airline Q1 results, Emirates & Singapore Airlines exit 2023 with record figures & a GTF engine lease rates update
17 May 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, Mike Yeomans, Director - Valuations and Consulting & ISTAT ...
Boeing updates, IndiGo questions India’s long-haul demand & Euro giants cut costs
03 May 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist & ISTAT Certified Senior Appraiser, and Neil Fraser CFA, Airline Analysis Manager, share their insi...
IBA Insider: Little trouble in big China, Supply disruptions dent US airlines' Q1 results & Landmark case finds KLM advertisements ‘misleading’
19 Apr 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global av...
Another slow quarter, Is Turkish Airlines Europe's fourth full-service group & GE breakup propels a new direction parent company
06 Apr 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global av...
Three delays and a part-out, Lufthansa comes second for performance & Increased passenger interest in aviation sustainability
15 Mar 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global av...
IBA Insider: An update on airline failures, IAG outshines AF-KLM & consolidation to save SpiceJet and Go First?
04 Mar 2024
Contributed by Lukas
IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global av...
IBA Insider: GTF hit worse than first thought & What does the UK's airport slot reform mean for airlines?
16 Feb 2024
Contributed by Lukas
IBA's Neil Fraser CFA, Airline Analysis Manager, and William McClintock, Market Analysis and Forecasting Manager share their insights on the late...
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
Contributed by Lukas
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.IBA&...
IBA Insider: Airline Economics Dublin predictions, Boeing quality issues not enough to deter Akasa Air & US judge blocks JetBlue-Spirit merger
22 Jan 2024
Contributed by Lukas
Our predictions for the upcoming Airline Economics: Dublin conference, Boeing quality issues not enough to deter Akasa Air’s latest 737 orders and D...
Helicopter Market Update (2023)
05 Jan 2024
Contributed by Lukas
 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 as...
eVTOL Market Update (2023)
22 Dec 2023
Contributed by Lukas
In this edition, IBA's Mike Yeomans and Denesz Thiyagarajan cover the latest developments in the electric vertical take-off and landing (eVTOL) a...
The IBA Weekly: Issue 45
10 Dec 2023
Contributed by Lukas
An early peek at final OEM performance, Alaska Airlines set to acquire Hawaiian Airlines as US consolidation continues west and EU to include taxing a...
The Latest in Aviation ESG
24 Nov 2023
Contributed by Lukas
Welcome to The Aviation Conversation. In this edition, IBA's Phil Seymour and Jeni Stanley explore recent trends in aviation ESG and share their ...
Airline Performance in 2023
27 Oct 2023
Contributed by Lukas
Welcome to the Aviation Conversation. In this edition, IBA's Phil Seymour and Dan Taylor explore airline performance over the past year, current ...
Aviation and the Environment (2021)
05 Feb 2021
Contributed by Lukas
Despite its best efforts, the Covid-19 pandemic failed to deflect all stakeholder interest within the aviation industry away from environmental and su...
Glimmers of Positivity for the Engine Market
26 Nov 2020
Contributed by Lukas
Phil Seymour, IBA Group President & Head of Advisory, and David Archer, Senior Engine Analyst, reviews the current status of the aero engine marke...
IBA & LCI: The Helicopter Market and the Impact of COVID-19
13 Oct 2020
Contributed by Lukas
Phil Seymour, IBA Group President & Head of Advisory, and Crispin Maunder, Executive Chairman of LCI, come together to discuss the helicopter mark...
IBA & KPMG: Aviation Asset Impairments and the Impact of COVID-19
13 Oct 2020
Contributed by Lukas
Phil Seymour, IBA Group President & Head of Advisory, and Killian Croke, Partner at KPMG Ireland, come together to discuss how the COVID-19 global...
Operating Lease Agreements
13 Mar 2020
Contributed by Lukas
Phil Seymour, IBA Group CEO, and Andy Mansell, Partner at Split Rock Aviation discuss their recent report on operating lease agreements.Read more here...
Aviation and the Environment (2020)
26 Feb 2020
Contributed by Lukas
Phil Seymour, IBA Group President & Head of Advisory, and Tim Boon, Aviation Analyst and ESG Specialist, explore the insights in our first ‘Avia...
The Paris Air Show Edition
20 Jun 2019
Contributed by Lukas
In this short podcast, IBA's Phil Seymour & Stuart Hatcher summarise the current orders and activity at Paris Air Show 2019. If you have furt...