13 Feb 2025
Acumen Daily Aviation Brief - 13th 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
Aurigny Air Services Receives Second ATR 72-600 (OY-NZB)
On November 25, 2024, Aurigny Air Services took delivery of its second ATR 72-600 aircraft, registered as OY-NZB (MSN 1151). This delivery is part of a multi-aircraft commitment between Aurigny and Jetstream Aviation Capital. The new aircraft will be utilised for scheduled and charter passenger services connecting the Channel Islands with destinations in France, the Republic of Ireland, and the United Kingdom.
Acumen's Take:
Aurigny's acquisition of additional ATR 72-600 aircraft aligns with its strategy to modernise its fleet and enhance regional connectivity. The ATR 72-600 is renowned for its fuel efficiency and suitability for short-haul routes, making it an ideal choice for operations within the Channel Islands and neighbouring regions. This move is expected to improve operational efficiency and passenger experience, reinforcing Aurigny's commitment to providing reliable regional air services.
Nordic Aviation Capital's ATR 72-600 (OY-YGL) Ferried to Toulouse-Francazal
On November 22, 2024, an ATR 72-600 aircraft registered as OY-YGL (MSN 1233), owned by Nordic Aviation Capital (NAC), was ferried to Toulouse-Francazal Airport. While specific details about this particular aircraft's deployment are limited, NAC has been actively involved in leasing ATR aircraft to various operators worldwide.
Acumen's Take:
Nordic Aviation Capital's movement of OY-YGL to Toulouse-Francazal may indicate preparations for maintenance, refurbishment, or reconfiguration before placement with a new operator. As a leading lessor of regional aircraft, NAC's strategic positioning of assets is crucial to meeting the evolving demands of regional carriers. This approach ensures that their fleet remains versatile and ready for deployment across diverse markets, thereby maintaining high utilisation rates and meeting lessee requirements.
Global Aviation News
Lessors Lighten the Capacity Load – Insights from IndiGo CEO Pieter Elbers
IndiGo's CEO, Pieter Elbers, has highlighted the pivotal role of aircraft lessors in managing capacity and supporting fleet expansion. He emphasised that leasing arrangements have enabled IndiGo to scale operations efficiently, adapt to market demands, and maintain financial flexibility. Elbers also noted that lessors have been instrumental in facilitating the airline's entry into new markets and routes.
Acumen's Take:
The collaboration between airlines and lessors is fundamental to fleet management strategies. For carriers like IndiGo, leasing provides access to modern aircraft without the substantial capital expenditure associated with direct purchases. This approach allows airlines to adjust capacity in response to fluctuating demand and explore new markets with reduced financial risk. Lessors, in turn, benefit from long-term partnerships with established airlines, ensuring consistent utilisation of their assets.
IATA Publishes 2025 Edition of Industry Manuals
The International Air Transport Association (IATA) has released the 2025 edition of its industry manuals, which serve as comprehensive resources for aviation professionals. These manuals encompass a wide range of topics, including safety regulations, operational procedures, and industry best practices. The updated editions reflect the latest developments and standards in the aviation sector, providing essential guidance for airlines, airports, and related stakeholders.
Acumen's Take:
IATA's updated manuals are invaluable tools for maintaining high standards of safety and efficiency within the aviation industry. By adhering to these guidelines, industry participants can ensure compliance with international regulations and implement best practices across operations. Continuous education and reference to such resources are crucial for fostering a culture of safety and operational excellence.
Lufthansa Appoints Julia Hillenbrand as Vice President of Sales for Europe
Lufthansa has appointed Julia Hillenbrand as its new Vice President of Sales for Europe. In her new role, Hillenbrand will oversee sales strategies and operations across European markets, aiming to strengthen Lufthansa's market presence and customer relationships. She brings extensive experience in aviation and sales management, having previously held leadership positions within the Lufthansa Group.
Acumen's Take:
Leadership appointments such as this are critical for driving strategic initiatives and achieving commercial objectives. With her extensive experience within the Lufthansa Group, Hillenbrand is well-positioned to enhance the airline's sales performance across Europe. Her leadership is expected to foster stronger customer relationships and drive revenue growth in key markets.
Turkish Airlines Opens Largest International Lounge Outside Istanbul at Tokyo Narita Airport
Turkish Airlines has inaugurated its largest international lounge outside of Istanbul, located at Tokyo Narita Airport. The new facility offers an array of amenities, including private suites, shower facilities, and a diverse selection of dining options, aiming to provide an enhanced travel experience for premium passengers. The lounge reflects Turkish Airlines' commitment to expanding its global footprint and enhancing passenger comfort on international routes.
Acumen's Take:
Investing in premium passenger facilities is a strategic move to enhance the overall travel experience and strengthen brand loyalty. Turkish Airlines' new lounge at Tokyo Narita Airport elevates service standards and underscores the airline's dedication to providing exceptional value to its customers. Such initiatives are likely to attract discerning travellers and reinforce the airline's competitive position in the international market.
Wet Lease Agreement Signed Between Norse Atlantic Airways and IndiGo
Norse Atlantic Airways has entered into a wet lease agreement with IndiGo, India's largest airline. Under this arrangement, Norse Atlantic will provide IndiGo with a Boeing 787-9 Dreamliner, complete with flight crew, maintenance, and insurance, while IndiGo will manage the cabin crew and commercial operations. The aircraft is expected to commence operations in March 2025, serving long-haul routes from India. The agreement's initial term is six months, with the possibility of an extension up to 18 months, subject to regulatory approvals.
Acumen's Take:
This wet lease agreement enables IndiGo to expand its long-haul capabilities without the immediate capital investment required for new wide-body aircraft. By leveraging Norse Atlantic's Boeing 787-9, IndiGo can explore new international markets and enhance its service offerings. For Norse Atlantic, the agreement provides an opportunity to optimise fleet utilisation and establish a foothold in the Indian aviation market. Such collaborations are mutually beneficial, allowing both airlines to achieve strategic objectives while mitigating risks associated with fleet expansion.
Irish Aviation News
Airport Boss Keen to Foster Regional Growth
Joe Gilmore, Managing Director of Ireland West Airport, has emphasised the need for increased government focus on regional development to address imbalances across the country. He advocates for greater connectivity and investment in regional airports to enhance economic growth and improve accessibility. Gilmore’s vision aligns with the broader goal of strengthening local economies through improved transport infrastructure.
Acumen's Take:
Regional airports are vital for economic expansion, particularly in underserved areas where enhanced connectivity can drive tourism and investment. Strategic government support, including funding for airport infrastructure and route development incentives, can significantly boost regional growth. Aviation stakeholders must collaborate with policymakers to develop sustainable growth strategies that benefit both regional communities and the broader economy.
Avolon Settles Lawsuits Over Aircraft Stranded in Russia
Avolon, one of the world’s largest aircraft leasing companies, has successfully reached a settlement with insurers over aircraft stranded in Russia due to sanctions following the Ukraine conflict. The case involved more than 400 leased aircraft, including 10 from Avolon’s fleet, that were unable to be returned following Western-imposed restrictions. The terms of the settlement remain undisclosed.
Acumen's Take:
The settlement highlights the legal and financial challenges that lessors face in geopolitical crises. For the leasing industry, this underscores the need for improved risk mitigation strategies, including geopolitical risk assessments and contract clauses addressing force majeure events. Going forward, leasing companies must diversify their client bases and reinforce insurance policies to protect against unforeseen geopolitical disruptions.
Digital Business Ireland Condemns Move to Reduce Night-Time Flights
Digital Business Ireland has strongly opposed proposals to restrict night-time flights, arguing that such measures could have serious economic consequences. The organisation warns that limiting overnight operations could disrupt supply chains, particularly for e-commerce businesses that rely on efficient overnight logistics. The group claims that billions of euros in economic activity could be at stake if the proposal is enacted.
Acumen's Take:
Night-time flights are crucial for supporting global logistics and supply chains, especially for time-sensitive industries like e-commerce. Restricting these operations could lead to longer delivery times, increased costs, and reduced competitiveness. A balanced approach is needed, one that considers both the economic benefits of overnight aviation and the environmental and community concerns surrounding noise pollution.
Ryanair Seeks Applicants for 2025 Engineering Apprenticeship
Ryanair has opened applications for its 2025 engineering apprenticeship program, offering aspiring engineers hands-on experience in aircraft maintenance. The initiative is designed to train new talent and address the growing demand for skilled aviation engineers. This move aligns with Ryanair’s long-term strategy to strengthen its technical workforce as the airline continues to expand its fleet.
Acumen's Take:
By investing in apprenticeship programs, Ryanair is ensuring a pipeline of skilled engineers to maintain its expanding fleet. The aviation industry faces a growing skills gap in technical roles, making such programs critical for sustaining high safety and maintenance standards. This initiative will not only support Ryanair’s operational needs but also provide valuable career opportunities for young professionals entering the field.
Ryanair to Close Billund Airport Base Amid Tax Dispute
Ryanair has announced the closure of its base at Denmark’s Billund Airport by the end of March 2025, citing the Danish government’s introduction of a new air travel tax of approximately €6.70 per departing passenger. The decision will see two aircraft removed from Billund, the cancellation of 32 routes, and the loss of 1.7 million annual seats. The airline plans to reallocate its capacity to countries with more favourable tax policies.
Acumen's Take:
Ryanair’s decision to shut its Billund base highlights how taxation policies can influence airline route planning and operational decisions. Airlines with cost-sensitive models, like Ryanair, are particularly impacted by increased taxation. While governments use such taxes to support environmental or infrastructure initiatives, they must balance them with the potential economic downsides, such as reduced connectivity and lost tourism revenue. This move will likely impact Billund’s local economy and air travel accessibility.
Tweet Picks
X Post Picks:
@aviator_aero Emirates anticipates delay in Boeing 777X deliveries until 2027.
@aviator_aero China and India agree to resume direct commercial flights for first time in five years.
@aviator_aero euroAtlantic Airways obtains authorization from Brazil's ANAC to operate regular flights in the South American country.
@IATA did you know global air cargo demand achieved record growth in 2024? "Air cargo was the standout performer in 2024 with airlines moving more air cargo than ever before. Importantly, it was a year of profitable growth." -Willie Walsh, IATA's DG.
Video Picks
Boeing's Pre-Reported Losses Analyzed by Jefferies' Sheila Kahyaoglu
In a recent interview, Sheila Kahyaoglu, a Jefferies Aerospace & Defense analyst, discussed Boeing's pre-reported fourth-quarter losses. She emphasised that while the losses were significant, they were not as severe as some had anticipated. Kahyaoglu highlighted factors contributing to the losses, including supply chain disruptions and production challenges, but she noted that Boeing's long-term outlook remains cautiously optimistic.
Acumen's Take
External factors such as supply chain constraints and internal production issues continue to impact Boeing's financial performance. However, Jefferies' assessment suggests that the company's strategic initiatives may be mitigating some negative impacts. Continuous monitoring of operational efficiencies and proactive management of supply chain relationships will be crucial for Boeing's recovery and future profitability.
New-Age Brands Redefining the Luggage Industry with Style
A recent discussion highlighted how emerging luggage brands are transforming the industry by focusing on aesthetics, functionality, and sustainability. These new-age companies are catering to modern travellers' preferences by offering innovative designs, durable materials, and smart features, thereby setting new standards in the luggage market.
Acumen's Take
The luggage industry is experiencing a paradigm shift as consumers increasingly prioritise style, durability, and eco-friendliness. Brands that integrate these elements are gaining a competitive edge. Companies should continue to innovate by incorporating sustainable materials and smart features to meet evolving consumer demands and differentiate themselves in a crowded market.
Inside Bonaire's Gateway to Sustainable Tourism: Interview with Flamingo Airport's CEO & COO
In an insightful interview, the CEO and COO of Bonaire's Flamingo Airport discussed their commitment to sustainable tourism. They elaborated on initiatives such as implementing eco-friendly infrastructure, enhancing operational efficiency, and collaborating with stakeholders to promote responsible travel practices. These efforts aim to position Flamingo Airport as a model for sustainability in the Caribbean region.
Acumen’s Take
Flamingo Airport's dedication to sustainability reflects a growing trend in the aviation industry to minimize environmental impact. By investing in green technologies and fostering partnerships focused on responsible tourism, airports can play a pivotal role in promoting environmental stewardship. Such initiatives not only benefit the ecosystem but also enhance the airport's reputation among eco-conscious travelers.
