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The IBA Podcast

The IBA Podcast

IBA Group 64 Episodes Jul 3, 2026

IBA Group, an award-winning aviation consultancy, shares its unrivalled aviation expertise on complex and challenging subjects. Through these complementary podcasts, they aim to further support your business by providing insight and experience.

Episodes

IBA Insider: easyjet takeover, SAS $10bn Bet & VietJet Cracking Domestic Codes Jul 3, 2026 1680 This week on the IBA Podcast, Neil Fraser, CFA, is joined by James Li-Tremble and Ed Dwyer to discuss the latest developments shaping the aviation industry. Together, they explore whether VietJet can successfully enter Australia's domestic market, unpack SAS' US$10 billion transformation and what it means for Air France-KLM's long-haul strategy, and also touch on the latest insight
IBA Insider: Fleet Risk Management, Norwegian Leisure and African Aviation Growth Jun 19, 2026 1900 This week on the IBA Insider Podcast, hosted by Neil Fraser, CFA, our experts unpack three of the biggest stories shaping aviation today:Fleet Risk Management in Conflict Scenarios – Jordan Amos explores how lessors and airlines can strengthen resilience and protect assets in an increasingly uncertain geopolitical environment.Norwegian’s Leisure Bet – James Li-Tremble examines the airline’s strate
IBA Insider: 777X Certification, Risks for APAC Airlines and Regional Cargo Sector Jun 10, 2026 2490 In this episode, Neil Fraser moderates a discussion on some of the most pressing developments shaping today’s aviation market. Drawing on recent insights from Jonathan McDonald, and Xavier Baines, the conversation explores current conditions in the regional cargo sector, the opportunities and cost pressures facing Asia Pacific airlines, and the continued delays surrounding the Boeing 777X certific
IBA Insider Podcast: Regional Jets & Narrowbody Values and Deliveries Update May 8, 2026 2134 In this appraiser special episode of IBA Insider, James Halas, Manager for Commercial Aircraft Valuations, is joined by Iason Pascalis, Senior Aviation Analyst, to discuss the latest developments shaping regional jets and new-generation narrowbody aircraft.Following IBA’s latest update to narrowbody base values, James and Iason explore how this will impact lease rates and deliveries for these airc
IBA Insider: Fuel Uncertainty, JOLCO Access and Expanding Carbon Bill Apr 10, 2026 2386 This week on the IBA Insider Podcast, we explore three key forces shaping today’s aviation market.Neil Fraser, CFA, Senior Manager – Airline Analysis, breaks down fuel uncertainty and its wider impact across the industry. Elvis Kongolo, Aviation Manager – Commercial Aircraft & Leasing, and ISTAT Certified Appraiser, examines why JOLCO is not scarce, but access remains constrained. Ruchika Kulk
IBA Insider: Easter Capacity, Stabilising Values & Middle East Impact Mar 27, 2026 2329 This week on the podcast, Graham Sherwood, Head of Advisory Sales and Iason Pascalis, Senior Analyst, break down the latest shifts shaping the aviation market.From stabilising values across popular aircraft types amid ongoing macro-economic volatility, to how airlines are ramping up Easter capacity despite rising costs and tightening airspace constraints, they explore what’s driving resilience and
IBA Insider: Aviation Security, Engine & Lease Rate Update and Trading Market Outlook Mar 16, 2026 3279 This week on the podcast, Stuart Hatcher, IBA's Chief Economist and Chief Data Officer, and Jonathan McDonald, Manager – Classic & Cargo Aircraft, examine how the current Middle East conflict is impacting global aviation and asset values. They reflect on previous regional conflicts and their implications for airport security, and how today’s developments, with rising oil prices, are affec
IBA Insider: Vietnam in Focus, Azul Restructures, and Engine Values Feb 27, 2026 2487 This week, Neil Fraser, CFA, Senior Manager - Airlines, Jamie Davey, Manager - Engines and David Walsh, Aviation Analyst, unpack key themes shaping today’s aviation market. We take a deep dive into Vietnam’s evolving aviation landscape, explore the latest developments at Azul following its Chapter 11 emergence, and provide an engine market update, assessing supply dynamics, MRO pressures and what
IBA Insider: US LCC Reset & Singapore Airshow 2026 Feb 13, 2026 2498 Stuart Hatcher, Jonathan McDonald and James Li-Tremble are back to unpack two defining aviation stories this week.Margins are thinning, labour costs are rising, and ancillary revenue is becoming mission-critical. James breaks down what the latest data tells us about profitability pressures, Southwest’s strategic pivot, and why the proposed Allegiant Air – Sun Country Airlines merger looks very dif
IBA Insider: After Dublin Sentiment, Trends in Trading and the General Market Jan 30, 2026 2999 Mike Yeomans and Jonathan McDonald dive into the aviation market, covering topics from freighters, the trading market, to the strong demand for widebodies, and everything in between.From current conditions to emerging trends, this episode offers practical insight across the full aircraft landscape.Listen now for a concise, expert take on what’s driving the market.To read the articles mentioned, pl
IBA Insider: 2026 Predictions and Base Value Forecast Jan 16, 2026 2175 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 year ahead, exploring base value trends, market dynamics, and the key factors shaping aircraft values across the global fleet.Listen now for expert insight into what’s driving the market, and what to watch as we move into 2026.Sign up for the newslette
IBA Insider: A320 Airworthiness, Rising RASK & SAF Targets Dec 5, 2025 2560 This week on the IBA Insight Podcast, Senior Commercial Manager Graham Sherwood is joined by Manager of Classic and Cargo Aircraft, Jonathan McDonald to break down the biggest developments shaping the market.Our lead story examines the newly issued A320 Airworthiness Directive, what it means for operators, lessors, and the broader fleet as compliance requirements evolve. Graham and Jonathan also u

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