17 Feb 2025
Acumen Daily Aviation Brief - 17th 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 focuses on advancements in China's aviation industry. Key updates include Cathay Cargo's pioneering adoption of IATA’s ONE Record data protocol, the civil aviation sector transporting 18.24 million passengers during the Spring Festival holiday, and successful maiden flights of China's AG600 amphibious aircraft, highlighting technological progress and increased passenger traffic in the region.
READ NOW: https://www.acumen.aero/blogs/-3-feb-2025-china-aviation-industry-newsletter
- India Aviation Industry Newsletter: This newsletter provides insights into India's dynamic aviation landscape. Highlights encompass Air India's resumption of the Delhi-Tel Aviv route, Boeing's projection that India's aeroplane fleet will quadruple by 2043, and Norse Atlantic Airways' wet lease agreement with IndiGo, signalling significant expansion and collaboration efforts within the Indian aviation market.
READ NOW: https://www.acumen.aero/blogs/-3-feb-2025-india-aviation-newsletter
- Irish Aircraft Leasing Newsletter: This edition covers key activities in Ireland's aircraft leasing industry. Notable events include Broward Aviation Services acquiring a Boeing 737 NG from AerCap for disassembly, Six West Aviation's acquisition of Kleos Aero to enhance flight planning services, and World Star Aviation completing its inaugural GEnx-1B engine sale and leaseback transaction, indicating robust growth in Ireland's leasing sector.
READ NOW: https://www.acumen.aero/blogs/-3-feb-2025-irish-aircraft-leasing-newsletter
- Irish Commercial Aircraft Update: This edition highlights significant movements in the Irish aviation sector, including notable aircraft deliveries and fleet expansions. Key updates feature Qatar Airways' acquisition of a Boeing 787-8 and Vueling's addition of an Airbus A320-232, underscoring Ireland's pivotal role in global aircraft transactions.
READ NOW: https://www.acumen.aero/blogs/-3-feb-2025-irish-commercial-aircraft-update
- North American Aviation Newsletter: This newsletter focuses on developments in the North American aviation market. Highlights include Avelo Airlines' expansion at Philadelphia’s Wilmington Airport, Aviation Capital Group's delivery of a Boeing 737-8 MAX to Air India Express, and Delta Air Lines appointing Judith McKenna to its Board of Directors, reflecting strategic growth and leadership initiatives in the region.
READ NOW: https://www.acumen.aero/blogs/-3-feb-2025-north-american-aviation-newsletter
IrishAero News
Buzz Transfers Two Boeing 737s to Malta Air
Ryanair's Polish subsidiary, Buzz, has transferred two Boeing 737 aircraft to its sister airline, Malta Air. This move is part of Ryanair Holdings' strategy to optimize fleet allocation across its subsidiaries, enhancing operational efficiency and market responsiveness.
Acumen's Take:
The reallocation of aircraft within Ryanair's group reflects a strategic approach to fleet management, allowing the company to adapt swiftly to market demands and operational requirements. Such internal flexibility is crucial for maintaining competitiveness in the dynamic aviation sector.
Dublin's New Wayfinding Centre
Dublin has unveiled the Wayfinding Centre, an innovative facility designed to improve public transport accessibility for individuals with disabilities. Located in Glasnevin, the centre offers a controlled environment featuring replicas of various transport modes, including buses, trams, trains, and a section of an aircraft. This setup enables users to gain confidence and practical experience in navigating public transportation systems.
Acumen's Take:
The establishment of the Wayfinding Centre represents a significant advancement in promoting inclusive transportation. By providing hands-on training in a safe setting, the centre addresses critical barriers faced by individuals with disabilities, fostering greater independence and encouraging the use of public transport.
Ryanair Plots Restarting Dublin-Kyiv Route
Ryanair is formulating plans to resume flights between Dublin and Kyiv, contingent upon the cessation of hostilities in Ukraine. CEO Michael O'Leary has indicated that the airline aims to reinstate approximately 25 routes to and from Ukrainian cities like Kyiv and Lviv within six weeks of a formal ceasefire, anticipating significant demand from displaced Ukrainians eager to return home.
Acumen's Take:
Ryanair's proactive strategy to re-enter the Ukrainian market underscores the airline's commitment to rapid operational responsiveness and market re-engagement post-conflict. This approach not only positions Ryanair favourably for market share recovery but also plays a vital role in facilitating the country's reconstruction and reintegration into the global economy.
Aircraft Update
LY-NVG Airbus A320-214 – Avion Express
Avion Express has expanded its fleet with the delivery of an Airbus A320-214, registered as LY-NVG (MSN 4175). The aircraft, previously registered as 2-AEIP, was ferried to Kaunas on February 9, 2025. This addition aligns with Avion Express's strategy to bolster its ACMI (Aircraft, Crew, Maintenance, and Insurance) services.
Acumen's Take:
Avion Express's acquisition of LY-NVG underscores its commitment to enhancing operational capacity in the ACMI sector. Expanding the fleet with versatile aircraft like the A320-214 enables the company to meet diverse client needs and adapt to fluctuating market demands.
LZ-TWO Airbus A330-223 – GullivAir
GullivAir has taken delivery of an Airbus A330-223, registered as LZ-TWO (MSN 493), which arrived in Sofia on February 12, 2025. This aircraft, formerly registered as F-HUNO, will support GullivAir's expansion into long-haul markets and enhance its capacity for international operations.
Acumen's Take:
The introduction of LZ-TWO into GullivAir's fleet signifies a strategic move to penetrate long-haul markets, potentially increasing the airline's competitiveness on international routes. This expansion reflects a broader trend of regional carriers scaling up to meet global travel demands.
Global Aviation News
Emirates Expects Further Delays in Boeing 777X Deliveries Until 2027 or 2028
Emirates has announced anticipated delays in the delivery of Boeing 777X aircraft. The airline is now expecting arrivals no earlier than mid-2027, with potential extensions into 2028. This postponement affects Emirates' fleet modernization plans, as the airline is a major customer of the 777X model.
Acumen's Take:
The prolonged delays in Boeing 777X deliveries present significant challenges for Emirates' operational planning and fleet renewal strategies. Reliance on ageing aircraft may lead to increased maintenance costs and potential service disruptions. Emirates may need to explore alternative aircraft options or negotiate interim solutions to bridge the capacity gap and maintain service standards.
Heathrow to Enhance Capacity at Terminals 2 and 5 as Part of a £5 Billion Investment
Heathrow Airport has unveiled a privately funded, multibillion-pound investment program to upgrade Terminals 2 and 5. This initiative includes expanding terminal buildings, adding aircraft stands, and enhancing passenger infrastructure, laying the groundwork for a proposed third runway.
Acumen's Take:
Heathrow's substantial investment reflects a strategic commitment to bolstering the UK's aviation infrastructure and accommodating future passenger growth. The focus on terminal enhancements and the potential addition of a third runway are poised to improve operational efficiency and position Heathrow competitively among global hubs. However, successful execution will require careful navigation of environmental concerns and regulatory approvals.
Hunnu Air to Expand Its Fleet with Two E195-E2 Aircraft
Mongolia's Hunnu Air has signed a lease agreement for two Embraer E195-E2 aircraft, with deliveries scheduled for April and October 2025. These modern, fuel-efficient jets will enable the airline to increase its capacity to key tourist destinations, including Haikou and Sanya in China and Phu Quoc in Vietnam. Plans also include expanding services to cities in Japan, China, and South Korea and launching scheduled flights to Tashkent, Uzbekistan.
Acumen's Take:
Hunnu Air's fleet expansion with Embraer E195-E2 aircraft signifies a strategic move to enhance regional connectivity and tap into burgeoning tourism markets. The aircraft's fuel efficiency and increased capacity align with the airline's growth objectives, potentially improving operational economics and passenger appeal. This expansion positions Hunnu Air to better compete in the regional aviation landscape and meet rising travel demand.
IAG Appoints Heiko Heidusch as Senior Vice President of Strategic Airline Partnerships
International Airlines Group (IAG) has appointed Heiko Heidusch as Senior Vice President of Strategic Airline Partnerships. Heidusch, who joined Lufthansa Group, will lead IAG's strategic partnerships team and report to Chief Commercial Strategy Officer Julio Rodriguez.
Acumen's Take:
Heiko Heidusch's appointment brings valuable expertise to IAG, potentially strengthening the group's strategic alliances and collaborative ventures. His experience within the Lufthansa Group may facilitate the development of synergistic partnerships, enhancing IAG's competitive positioning and expanding its global network reach.
IATA Reports Fewest Airline Startups in Ten Years
The International Air Transport Association (IATA) has reported a significant decline in airline startups, with the fewest new entrants in a decade. This trend reflects the challenging economic and operational environment within the aviation industry, influenced by factors such as market saturation, high entry barriers, and recent global disruptions.
Acumen's Take:
The downturn in airline startups underscores the necessity for robust financial resilience and strategic differentiation in the current aviation landscape. Aspiring entrants must navigate complex regulatory frameworks, secure substantial capital investment, and establish competitive advantages to succeed. This environment may also prompt existing carriers to innovate and adapt to maintain market relevance and profitability.
Irish Aviation News
AerCap Awards Scholarship to Aeronautical Engineering Student at the University of Limerick
AerCap has granted a scholarship to a promising aeronautical engineering student at the University of Limerick, reinforcing its commitment to developing future aviation talent. The initiative is part of AerCap’s wider strategy to invest in education and workforce development, ensuring the industry continues to have a pipeline of highly skilled engineers. By supporting students in this field, AerCap is actively contributing to the advancement of aeronautical research and innovation.
Acumen's Take:
Scholarship programs like AerCap’s are vital in addressing the aviation industry’s growing need for technical expertise. Investing in young professionals not only strengthens the talent pool but also fosters innovation and sustainability in aircraft engineering. These initiatives also play a crucial role in building a more diverse and dynamic aviation workforce.
AFTA Welcomes New Cadet Class from Air Astana
The Atlantic Flight Training Academy (AFTA) in Cork has officially welcomed a new cadet class from Air Astana, marking another step in the long-standing partnership between the academy and Kazakhstan’s national airline. These cadets will undergo extensive flight training to prepare for operational roles with Air Astana, reinforcing the airline’s strategy to expand its pilot workforce amid growing passenger demand. This training collaboration continues to highlight AFTA’s role as a key player in international pilot training.
Acumen's Take:
The global pilot shortage has made structured airline training programs more critical than ever. Partnerships like AFTA and Air Astana provide airlines with a steady influx of well-trained pilots, ensuring operational stability. As air travel demand increases, airlines that proactively invest in training academies will have a competitive advantage in workforce planning.
Altavair Partners with Boeing and Marathon to Deliver 777-300ER to Ethiopian Airlines
Altavair has teamed up with Boeing and Marathon Asset Management to successfully deliver a Boeing 777-300ER to Ethiopian Airlines. This aircraft will bolster Ethiopian Airlines' long-haul fleet, enhancing its ability to meet rising passenger and cargo demand across Africa and beyond. Ethiopian Airlines continues to expand its international network, and this latest fleet addition further strengthens its position as one of Africa’s leading carriers.
Acumen's Take:
This deal underscores the importance of strategic aircraft financing and leasing partnerships in enabling airlines to expand operations efficiently. Ethiopian Airlines’ fleet expansion aligns with its vision to become a dominant player in African and global aviation markets. With demand for long-haul travel increasing, having a modern and fuel-efficient fleet will be key to maintaining competitive advantages.
Appointments to the Board of the Shannon Airport Group
The Shannon Airport Group has announced new board appointments, bringing in industry experts and business leaders to help guide the airport’s strategic vision. This move aims to enhance the airport’s role in regional economic development, focusing on expanding air connectivity, cargo operations, and commercial partnerships. As a key aviation hub in Ireland, Shannon Airport is expected to leverage these appointments to strengthen its market position and attract more international carriers.
Acumen's Take:
A strong leadership team is crucial for airport growth and regional development. By bringing in experienced professionals, the Shannon Airport Group is reinforcing its commitment to expanding infrastructure, enhancing passenger experience, and positioning itself as a vital player in the Irish aviation sector. Today, airport success relies on innovative strategies, sustainable growth, and effective management—all of which this new leadership team is expected to support.
Tweet Picks
X Post Picks:
@airBaltic Rising passenger numbers reflect the increasing demand for connectivity. Last month, we saw a 14% increase in passengers compared to year before, reaching a 75.4% load factor - our strongest January performance to date.
@AndythePandy_ Considering LGA is the smallest of the 3 airports in the New York area, over 33 million people went through this little airport last year! That's equivalent to Dublin!.
@AviationWeek A third acquisition offer from @FlyFrontier has been rejected by @SpiritAirlines after an unsuccessful counter, concluding that it would deliver less in value than its standalone restructuring plan.
@ATWOnline The operating cost gap between network carriers and #LCCs is shrinking, particularly in the U.S., making it harder for LCCs to compete and differentiate themselves.
Video Picks
Aero India 2025
The video provides an in-depth look at Aero India 2025, which showcases cutting-edge military aviation technology and air displays from global defence giants. Held at Yelahanka Air Force Station in Bengaluru, the event features the Sukhoi Su-57 from Russia and the F-35 Lightning II from the US—a rare combination of these fifth-generation fighter jets. This highlights India’s growing influence in global defence procurement and aerospace innovation, as well as its efforts to modernise its air force.
Acumen’s Take:
Aero India 2025 reinforces India’s role as a key defence player, bridging partnerships with both Western and Eastern military manufacturers. The presence of both Russian and US fighter jets underlines India’s strategic neutrality while allowing its defence forces to evaluate the latest advancements in military aviation technology before making procurement decisions.
Air Transat Drops Free Carry-On Baggage for Its Cheapest Flights
Air Transat has announced a policy change that eliminates free carry-on baggage for passengers booking its cheapest fare class (Eco Budget or Promo), effective February 11, 2025. Passengers on these fares will now be allowed only a small personal item, with carry-on luggage requiring an additional fee. Meanwhile, the Eco Standard fare class no longer includes a checked bag, though a carry-on and personal items are still permitted. This change affects flights to and from the US, the Caribbean, and within Canada, excluding holiday packages and pre-existing bookings.
Acumen’s Take:
Air Transat’s policy shift follows the growing trend of unbundling services to offer lower base fares while charging for additional options. While this can increase revenue and keep base fares competitive, airlines must ensure clear communication of these changes to avoid negative passenger reactions and maintain customer trust.
Ryanair CEO Calls Spanish Minister a ‘Clown’ Over Airline Fines
In a heated press conference, Ryanair CEO Michael O’Leary escalated his dispute with the Spanish government, referring to Consumer Minister Pablo Bustinduy as a "clown" and a "crazy communist". The controversy stems from a €179 million fine imposed on low-cost carriers—including Ryanair—for allegedly abusive commercial practices, such as charging passengers for carry-on baggage. O’Leary has claimed the fines are illegal under EU law and responded with a marketing stunt, offering 179,000 seats at discounted fares while using the minister’s image dressed as a clown in promotional materials.
Acumen’s Take:
This public clash between Ryanair and Spanish regulators highlights the tensions between national consumer protection laws and airline commercial policies. While Ryanair’s aggressive response may attract media attention, it risks damaging relationships with regulators and influencing public perception. Striking a balance between cost-saving measures and regulatory compliance is crucial for low-cost carriers operating in heavily regulated markets.
