12 Feb 2025
Acumen Daily Aviation Brief - 12th February 2025
Acumen Aviation Newsletters
Acumen Aviation’s newsletters offer deep dives into the most impactful trends and developments across the aviation sector. These resources are crafted to keep you informed about critical industry changes and provide actionable insights:
- China Aviation Industry Newsletter: This edition discusses Astral Aviation's global expansion through GSA appointments, Cathay Pacific's partnership with Mott 32 to enhance lounge dining and the CAAC's new rules for international flight market access.
READ NOW: https://www.acumen.aero/blogs/-2-feb-2025-china-aviation-industry-newsletter
- India Aviation Industry Newsletter: This newsletter highlights Air India's codeshare partnership with Kenya Airways, Air India Express's new daily service between Mangaluru and New Delhi, and IndiGo's expanded operations to accommodate Maha Kumbh 2025 demand.
READ NOW: https://www.acumen.aero/blogs/-2-feb-2025-india-aviation-newsletter
- Irish Aircraft Leasing Newsletter: This edition reports on AerCap's $1.5 billion senior notes offering, Avolon's forecast of Asia-Pacific-driven growth pushing global airline revenue beyond $1 trillion in 2025, and Milestone Aviation's helicopter leasing deal with Equinor.
READ NOW: https://www.acumen.aero/blogs/-2-feb-2025-irish-aircraft-leasing-newsletter
- Irish Commercial Aircraft Update: This update highlights significant movements in the Irish aviation sector, including Aer Lingus's acquisition of a new Airbus A321-253NY, Air Astana's ferrying of an Embraer 190-E2 to Amman, and ITA Airways' repositioning of an Airbus A320-214 to Varna. Additionally, it covers ASL Airlines Ireland's transfer of a Boeing 737-4Q8(F) to Mojave for potential modifications and Aergo Capital's ferrying of an Airbus A330-343 to Shanghai for Passenger-to-Freighter conversion.
READ NOW: https://www.acumen.aero/blogs/-2-feb-2025-irish-commercial-aircraft-update
- North American Aviation Newsletter: This newsletter covers major developments in North American aviation, including Delta's resumption of Tel Aviv service, JetBlue's expanded partnership with TAP Air Portugal, Southwest Airlines' IOSA certification, and United's restart of Newark-Tel Aviv flights.
READ NOW: https://www.acumen.aero/blogs/-2-feb-2025-north-american-aviation-newsletter
IrishAero News
Air Astana Adds EI-KID Airbus A320neo
Air Astana has expanded its fleet with the addition of a new Airbus A320neo, registered as EI-KID (MSN 12360). The aircraft arrived in Almaty on January 29, 2025, directly from Toulouse, France. Configured with 16 business class and 132 economy class seats, this marks the tenth A320neo in Air Astana's fleet, bringing their total to 58 aircraft. The new jet will operate on routes within Kazakhstan and to neighbouring cities such as Tashkent, Baku, Tbilisi, and Dushanbe.
Acumen's Take:
The induction of the Airbus A320neo aligns with Air Astana's strategy to modernise its fleet and enhance fuel efficiency. The A320neo's advanced aerodynamics and efficient engines offer significant fuel savings and reduced emissions, supporting sustainable growth. Deploying this aircraft on regional routes will provide passengers with improved comfort and reliability, strengthening Air Astana's competitive position in Central Asia.
Tailte Éireann and AFTA Unveil Aircraft Partnership
Tailte Éireann, in collaboration with the Atlantic Flight Training Academy (AFTA) based at Cork Airport, has introduced two new P.68 Vulcanair aircraft equipped with Leica TerrainMapper-2 and CityMapper-2 aerial sensors. This partnership aims to enhance national surveying capabilities, enabling faster and more accurate data collection for mapping purposes. The initiative is expected to benefit developers, planners, environmental authorities, and citizens across Ireland.
Acumen's Take:
This collaboration signifies a significant advancement in Ireland's national surveying infrastructure. The integration of advanced aerial sensors with specialised aircraft will facilitate high-precision data acquisition, essential for urban planning, environmental monitoring, and infrastructure development. Moreover, this partnership underscores the importance of aligning technological innovation with national development goals, setting a benchmark for future public-private collaborations.
United Airlines Boosts Dublin-Newark Capacity
Effective January 31, 2025, United Airlines has upgraded its daily Dublin to Newark service by replacing the 231-seat Boeing 767-400 with a 276-seat Boeing 777-200(ER). This change adds 630 seats per week to the route. The Boeing 777-200(ER) offers 50 United Polaris business class seats, 24 United Premium Plus premium economy seats, 46 Economy Plus seats, and 156 economy seats. Additionally, from March 29 to October 24, 2025, United will operate a second seasonal frequency between Dublin and Newark using a Boeing 757-200(ER), providing 176 seats, including 16 flat-bed United Polaris business class seats.
Acumen's Take:
United Airlines' capacity enhancement on the Dublin-Newark route reflects the growing demand for transatlantic travel and the strategic importance of this corridor. The deployment of larger aircraft with diverse cabin offerings caters to a broad passenger demographic, from business travellers seeking premium services to leisure travellers desiring affordability. This move not only strengthens United's market presence but also bolsters connectivity between Ireland and the United States, fostering economic and cultural exchanges.
Aircraft Update
BBAM's Boeing 737-8EH(F) (2-LBIS) Ferried to Shannon
On February 8, 2025, BBAM Aircraft Leasing's Boeing 737-8EH(F), registered as 2-LBIS (MSN 34281), was ferried to Shannon Airport. This aircraft, previously registered as LY-BJW, has been converted to a freighter configuration.
Acumen's Take:
BBAM's strategic move to ferry the 737-8EH(F) to Shannon aligns with the increasing demand for narrow-body freighters, driven by the growth of e-commerce and express cargo services. The Boeing 737-800BCF offers operators efficient cargo solutions with its favourable range and payload capabilities. Positioning the aircraft in Shannon, a key location for maintenance and leasing activities, suggests BBAM's intent to capitalise on the robust European cargo market.
Wizz Air Malta's Airbus A320-232 (9H-WBV) Ferried to Shannon
On February 2, 2025, Wizz Air Malta's Airbus A320-232, registered as 9H-WBV (MSN 6098), was ferried from Cluj to Shannon Airport. The aircraft is scheduled for repainting, indicating potential rebranding or transfer within the Wizz Air fleet.
Acumen's Take:
The ferrying of 9H-WBV to Shannon for repainting suggests Wizz Air Malta's ongoing efforts in fleet management and brand alignment. Such activities are common as airlines update their liveries, integrate newly acquired aircraft, or reassign assets within their subsidiaries. This move reflects Wizz Air's commitment to maintaining a cohesive brand image and optimising fleet utilisation across its network.
Global Aviation News
Airbus Reports 55 Orders and 25 Deliveries in January 2025
In January 2025, Airbus secured 55 new aircraft orders and completed 25 deliveries to 17 customers. This performance indicates a robust start to the year, reflecting sustained demand for Airbus's commercial aircraft offerings.
Acumen's Take:
Airbus's ability to secure a substantial number of orders while maintaining steady deliveries underscores its strong market position. However, the delivery figures also highlight ongoing supply chain challenges that may impact production rates. Continuous monitoring of supplier performance and proactive risk management will be crucial for Airbus to meet its delivery targets in the coming months.
British Airways Unveils Refreshed Lounge at Singapore Changi Airport
British Airways has reopened its lounge at Singapore Changi Airport following a comprehensive refurbishment. The updated facility features a new Concorde Bar and Dining area, offering an enhanced experience for premium passengers. The design incorporates modern aesthetics and improved amenities to elevate passenger comfort.
Acumen's Take:
The refurbishment of British Airways' Singapore lounge demonstrates the airline's commitment to enhancing the customer experience in key international hubs. Investments in premium passenger facilities are essential for maintaining competitiveness, particularly in markets with discerning clientele. Such upgrades can increase customer satisfaction and loyalty, contributing positively to the airline's brand reputation.
Iberia Expands Summer 2025 Schedule with Record Seat Availability
Iberia has announced a significant expansion for the Summer 2025 season, offering a record number of seats across its network. The airline plans to operate 140 weekly flights to the United States, a 14% increase from the previous year. It will also enhance frequencies to key Latin American destinations, including Buenos Aires, São Paulo, and Lima. Additionally, Iberia will strengthen its European network with increased services to France and Italy.
Acumen's Take:
Iberia's strategic capacity increase aligns with the anticipated resurgence in international travel demand. By bolstering frequencies on transatlantic and European routes, the airline positions itself to capture a larger market share. This proactive approach not only meets passenger demand but also enhances connectivity, reinforcing Iberia's role as a key player in facilitating global travel.
Lapland Drives Finland’s Air Travel Growth, but Recovery Lags Behind Nordic Neighbors
In 2024, Finnish airports handled nearly 20 million passengers, marking a 7% increase from the previous year. Lapland, in particular, experienced significant growth, with a 19% rise in passenger numbers. However, Finland's overall air traffic recovery remains slower compared to other Nordic countries, partly due to the closure of Russian airspace affecting Asian transfer traffic.
Acumen's Take:
The robust growth in Lapland's air travel underscores the region's appeal as a tourist destination. However, Finland's slower overall recovery highlights the challenges posed by geopolitical factors and shifting travel patterns. To enhance recovery, stakeholders should focus on diversifying route offerings, strengthening partnerships with airlines, and promoting Finland's unique destinations to attract a broader range of travellers.
UPS Orders Eight Additional Boeing 767 Freighters Ahead of Production End
UPS has placed an order for eight more Boeing 767-300 freighters, bringing its total fleet to 108 of this aircraft type. This decision comes as Boeing plans to conclude 767 productions, signalling UPS's commitment to modernising and expanding its cargo capabilities in response to growing e-commerce and global shipping demands.
Acumen's Take:
UPS's investment in an additional 767 freighters reflects the sustained growth in the air cargo sector, driven by e-commerce and time-sensitive shipments. The 767-300F's versatility and efficiency make it a valuable asset for cargo operators. As production winds down, securing these aircraft ensures UPS can maintain and enhance its logistics network to meet future demand.
Irish Aviation News
Ryanair's In-House Engine Overhaul Initiative
Ryanair Group CEO Michael O'Leary has announced plans to establish in-house engine maintenance facilities within the next 12 to 18 months. With a fleet projected to grow to 800 aircraft, Ryanair anticipates managing approximately 200 engine repairs simultaneously. The airline plans to invest $500 to $600 million in building two engine overhaul shops, likely located in Eastern and Western Europe. This move aims to mitigate supply chain challenges and reduce reliance on external providers.
Acumen's Take:
Ryanair's strategy to internalise engine maintenance reflects a proactive approach to managing operational risks associated with supply chain dependencies. By developing in-house capabilities, the airline can exert greater control over maintenance schedules, potentially reducing turnaround times and costs. This initiative also positions Ryanair to enhance its technical expertise and asset management efficiency.
Ryanair's 2025 Engineering Apprenticeship Program
Ryanair is inviting applications for its 2025 engineering apprenticeship program, offering individuals the opportunity to gain hands-on experience and develop skills in aircraft maintenance. The program underscores Ryanair's commitment to fostering new talent and addressing the industry's demand for skilled engineers.
Acumen's Take:
By investing in apprenticeship programs, Ryanair is not only contributing to workforce development but also ensuring a pipeline of qualified engineers to support its expanding operations. This initiative is crucial for maintaining high maintenance standards and operational reliability, particularly as the airline scales its fleet.
Increase in U.S. Residents Applying for Irish Passports
Recent data indicates that U.S. residents now account for 3.2% of all passport applications in Ireland. This trend reflects a growing interest among U.S. citizens in obtaining Irish citizenship, potentially due to ancestral connections or the benefits of EU citizenship.
Acumen's Take:
The rise in passport applications from U.S. residents may have implications for transatlantic travel demand, as individuals with dual citizenship might increase their travel frequency between the U.S. and Europe. Airlines could consider this trend when planning route capacities and marketing strategies to cater to this demographic.
IAG's Potential Acquisition of TAP Air Portugal
International Airlines Group (IAG), the parent company of Aer Lingus and British Airways, is reportedly considering a bid for TAP Air Portugal. Acquiring TAP could enable IAG to establish a strong hub in Southern Europe, enhancing connectivity between Dublin and Latin America. This move aligns with IAG's strategy to expand its transatlantic network and leverage TAP's existing routes to South America.
Acumen's Take:
The potential acquisition of TAP by IAG could significantly enhance network synergies, offering passengers more seamless travel options between Europe and Latin America. For Dublin, this could mean increased connectivity and the possibility of new direct routes to South American destinations, strengthening its position as a key transatlantic hub.
2025 Travel Trends: Adventures, Booking, and Cruises
The travel industry in 2025 is witnessing several notable trends:
- Adventure Travel: There is a growing demand for experiential and adventure-based travel, with travellers seeking unique and immersive experiences.
- Booking Patterns: Travelers are increasingly booking trips earlier to secure better deals, with travel agents offering low deposit and monthly payment options to facilitate this trend.
- Cruise Industry: The cruise sector is experiencing a resurgence, with companies reporting strong bookings and introducing new itineraries to attract a diverse clientele.
Acumen's Take:
These emerging travel trends indicate a shift in consumer preferences towards more personalised and experience-driven journeys. Travel providers, including airlines and tour operators, should adapt by offering flexible booking options, curated adventure packages, and unique cruise experiences to meet evolving traveller expectations.
Tweet Picks
X Post Picks:
@airwaysmagazine NASA’s newly acquired Boeing 777-200 (N577NA) has arrived in Waco to replace the old retired DC-8. The aircraft will support sensor development, satellite calibration, and research focused on Earth's surface and atmosphere.
@EoghanOMW Tourism Ireland to spend €65m in over 13 markets in 2025 via @RTENews.
@LuxuryTravelled Michael O’Leary is absolutely correct - alcohol should not be allowed to fuel onboard disruption (in an airline the cost to divert) - and is right to be calling for a clampdown on excessive drinking at airports.
@piperaircraft We’re excited to announce a major step forward in aviation training! Piper Aircraft has partnered with the Air India Flight Training Center to deliver 93 Archer DX aircraft, supporting their new flight training school in Amravati, India.
Video Picks
Flydubai CEO Ghaith Al Ghaith Discusses Airline's Growth and Strategy
In a recent interview, Flydubai CEO Ghaith Al Ghaith elaborated on the airline's innovative approach to enhancing global connectivity. He highlighted Flydubai's efforts in expanding its network, focusing on underserved markets, and leveraging Dubai's strategic location to facilitate travel across emerging routes. The CEO emphasised the importance of flexibility and adaptability in the airline's operations to meet evolving passenger demands.
Acumen's Take
Flydubai's strategy of targeting underserved markets and expanding its network aligns with global trends of increasing point-to-point travel, reducing reliance on traditional hub-and-spoke models. By capitalising on Dubai's geographic advantage, Flydubai is well-positioned to capture transit traffic between Europe, Asia, and Africa. The airline's focus on operational flexibility allows it to respond swiftly to market changes, a critical factor in maintaining competitiveness in the dynamic aviation sector.
Akasa Air's Ambitions to Transform Indian Aviation
Akasa Air, backed by the late investor Rakesh Jhunjhunwala, aims to disrupt the Indian aviation market by introducing an ultra-low-cost carrier model. In an interview, CEO Vinay Dube discussed the airline's plans to offer affordable air travel while maintaining high operational efficiency. The strategy includes operating a single aircraft type to streamline maintenance and training, as well as focusing on routes with high demand yet limited connectivity.
Acumen's Take
Akasa Air's entry into the Indian aviation market with an ultra-low-cost model could stimulate increased competition, potentially leading to more affordable travel options for passengers. The focus on operational simplicity through a uniform fleet is a proven strategy for cost containment. However, the airline will need to navigate challenges such as volatile fuel prices, regulatory hurdles, and intense competition from established carriers to achieve sustainable success.
IndiGo's Q3 Financial Performance Influenced by Currency Depreciation
InterGlobe Aviation, the parent company of IndiGo, reported a 18.6% decline in net profit for the third quarter, primarily due to significant foreign exchange losses stemming from the depreciation of the Indian rupee. Despite robust passenger demand and lower fuel costs, the airline's financial performance was adversely affected by increased expenses related to currency fluctuations and higher aircraft rental costs.
Acumen’s Take
IndiGo's experience underscores the vulnerability of airlines to currency risk, especially when revenues are in local currency, and expenses such as aircraft leases and maintenance are denominated in foreign currencies. Implementing effective hedging strategies and diversifying revenue streams can mitigate such risks. Additionally, maintaining a strong balance sheet and exploring cost-control measures are essential for resilience against currency volatility.
