How buoyant is demand for spare engines currently?
What are the biggest challenges for spare engine leasing going into H2 2023? Shipping costs? Storage? OEM product delays?
The next era of engines: What are the next steps for OEMs? When will a replacement gen engine be produced?
What do issues and shop delays for new gen engines mean for future trading of the asset? What are traders’ strategies for these new generation?
What would a mass retirement of 737s and A320s with remaining green time mean on the engine leasing market? Will that green time be consumed by existing fleets or leased?
Calculating future demand for freighter aircraft. Are all the 737 NGs going through conversion currently finding operators?
How accurate are P2F donor aircraft values? Which assets make the most sense given cost of conversion and lease rates? How does this impact midlife extension strategy?
Ship visit avoidance: How are engines being managed with conversion? What strategies have proven successful in practice?
Examining the options available for midlife widebody assets. How do these compare with new gen freighters? What do 777x delays mean for the current gen widebody market?
Understanding the scope and nature of supply chain issues. How are these being addressed? Are new parts required or are conversion shops able to focus on USMs?
Calculating future demand for freighter aircraft. Are all the 737 NGs going through conversion currently finding operators?
How accurate are P2F donor aircraft values? Which assets make the most sense given cost of conversion and lease rates? How does this impact midlife extension strategy?
Ship visit avoidance: How are engines being managed with conversion? What strategies have proven successful in practice?
Examining the options available for midlife widebody assets. How do these compare with new gen freighters? What do 777x delays mean for the current gen widebody market?
Understanding the scope and nature of supply chain issues. How are these being addressed? Are new parts required or are conversion shops able to focus on USMs?
How buoyant is demand for spare engines currently?
What are the biggest challenges for spare engine leasing going into H2 2023? Shipping costs? Storage? OEM product delays?
The next era of engines: What are the next steps for OEMs? When will a replacement gen engine be produced?
What do issues and shop delays for new gen engines mean for future trading of the asset? What are traders’ strategies for these new generation?
What would a mass retirement of 737s and A320s with remaining green time mean on the engine leasing market? Will that green time be consumed by existing fleets or leased?
As margins narrows in the traditional sale/leaseback market, this panel will gauge the appeal of deals on the more complex end of aviation’s value chain.
What appetite is there among financiers and investors for green time leasing, midlife leasing and part out? How do their return expectations compare with what’s possible in the market?
How can more capital be attracted to the space? Who is looking into it? Are new structures required?
Are alt-lenders able to provide sufficient liquidity in lieu of adequate bank funding?
How is the macroeconomic environment impacting funding? Is risk now being calculated differently given post-Covid market realities?
If traditional bank lenders are not fully returning to the space, how attractive are longer term engine leases to alternative debt lenders?
Calculating future demand for freighter aircraft. Are all the 737 NGs going through conversion currently finding operators?
How accurate are P2F donor aircraft values? Which assets make the most sense given cost of conversion and lease rates? How does this impact midlife extension strategy?
Ship visit avoidance: How are engines being managed with conversion? What strategies have proven successful in practice?
Examining the options available for midlife widebody assets. How do these compare with new gen freighters? What do 777x delays mean for the current gen widebody market?
Understanding the scope and nature of supply chain issues. How are these being addressed? Are new parts required or are conversion shops able to focus on USMs?
Utilising real market data, this presentation will weigh up the likelihood of current generation narrowbodies (737s and A320s) being retired en masse or utilised longer into their life cycle. Whichever outcome, the implications will be felt across the whole value chain.
What is the market capacity for current gen? What are the growth trends?
How many aircraft orders are there? Will delivery schedules be met with supply chain issues resolving?
What will this mean for the current and new gen values?
Post –pandemic, are aircraft useful economic lives drastically changing, and what impact is that having on engine demand?
How active is the engine trading market currently? Is the cost of debt forcing book value write downs and trades?
How increasing NG and CEO lifespans are affecting CFM and Vs as asset types
How do established engine lessors view the midlife space? Are new engine deals becoming too competitive? Who are the new entrants bidding on these assets?
Are people achieving book values when trading engines and midlife aircraft? How are book value issues being addressed to maximise returns for investors?
Are bidders inflating residual values to satisfy their targets to deploy capital in a challenging market?
Using actual insight from the market and deals being done, this session will dive deep into the metal and analyse the key value movements in the nuts and bolts.
