19 Feb 2025
Acumen Daily Aviation Brief - 19th 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
VP-CFI Airbus A320-271N – Aviation Capital Group
Aviation Capital Group ferried an Airbus A320-271N (c/n 7859) to Lourdes, France, on February 14, 2025. The aircraft had previously operated as VT-WGM. It is expected to undergo storage or a potential transition to a new operator.
Acumen's Take:
The ferrying of VP-CFI to Lourdes suggests either maintenance, lease transition, or long-term storage. As demand for fuel-efficient narrowbody aircraft remains strong, Aviation Capital Group is likely to reposition this A320neo for future leasing opportunities or fleet optimisation.
YU-ARE Airbus A330-243 – Air Serbia
Air Serbia has delivered an Airbus A330-243 (c/n 1521), which arrived in Belgrade on February 11, 2025. The aircraft, previously registered as OE-LCL, will support the airline’s expansion of long-haul services, particularly on transatlantic and Asian routes.
Acumen's Take:
Air Serbia’s addition of the A330-243 aligns with its long-haul expansion strategy, reinforcing its ability to serve North American and Asian markets. With rising demand for intercontinental travel, this move strengthens the airline’s position as a key regional carrier with global connectivity ambitions.
Global Aviation News
AEI to Launch New Conversion Program
Aeronautical Engineers, Inc. (AEI) has announced plans to introduce a new freighter conversion program. While specific details remain undisclosed, the initiative aims to address the growing demand for cargo aircraft, particularly in the Latin American market. The official announcement is expected in the coming months.
Acumen's Take:
AEI's forthcoming conversion program reflects the robust expansion of the air cargo sector, driven by e-commerce and global trade. By developing new conversion solutions, AEI is poised to capitalise on market opportunities, offering operators versatile and cost-effective freighter options.
Air France Forecasts €100 Million Financial Impact from Paris Government Tax Hikes
Air France anticipates a financial burden of approximately €100 million due to the French government's decision to more than double the "solidarity tax" on airline tickets. The tax increase, which will take effect next month, is part of the 2025 budget aimed at reducing the national deficit. The airline warns that this move could adversely affect its competitiveness, especially as the aviation industry strives to recover from recent economic challenges.
Acumen's Take:
The significant hike in France's aviation tax presents substantial challenges for carriers like Air France, potentially leading to increased ticket prices and reduced demand. Balancing fiscal policies with the need to support the aviation sector's recovery is crucial to maintaining the industry's viability and competitiveness.
Air India to Add Three Weekly Flights from Delhi to Heathrow
Air India has announced an expansion of its services between Delhi and London Heathrow, adding three additional weekly flights. This increase will bring the total frequency to 24 flights per week, utilising a mix of Airbus A350-900 and upgraded Boeing 787-9 aircraft. The enhanced schedule aims to meet growing passenger demand and strengthen connectivity between the two capitals.
Acumen's Take:
Air India's augmentation of flights to London Heathrow signifies a strategic effort to capture increased traffic on a key international route. Deploying modern, fuel-efficient aircraft aligns with the airline's objectives to enhance passenger experience and operational efficiency.
Air New Zealand Suspends Auckland-Seoul Incheon Route
Air New Zealand has decided to suspend its seasonal service between Auckland and Seoul Incheon, with the final flight scheduled for March 29, 2025. This decision stems from ongoing engine availability challenges affecting the airline's fleet. Passengers can still reach South Korea via connecting flights through other Asian destinations in partnership with allied carriers.
Acumen's Take:
The suspension of the Auckland-Seoul route highlights the operational difficulties airlines face due to supply chain disruptions and maintenance challenges. Proactive communication and alternative travel arrangements are essential to mitigate passenger inconvenience and maintain customer trust.
Air Serbia’s Fourth Wide-Body Airbus Carries the EXPO 2027 Livery
Air Serbia has expanded its long-haul fleet with the addition of a fourth Airbus A330-200 aircraft, registered as YU-ARE. This aircraft features a special EXPO 2027 livery, supporting Belgrade's bid to host the international exhibition. Configured with 22 business class and 240 economy class seats, the jet underscores Air Serbia's commitment to enhancing its global network.
Acumen's Take:
The introduction of another wide-body aircraft adorned with EXPO 2027 branding reflects Air Serbia's strategic expansion and national pride. This move is poised to boost the airline's capacity for long-haul operations and promote Serbia's cultural and economic aspirations on the world stage.
Irish Aviation News
A4E Joins Debate on Dublin Airport Passenger Cap
Airlines for Europe (A4E), a leading aviation industry association, has entered the discussion regarding the passenger cap at Dublin Airport. The cap, set at 32 million passengers annually, has been criticised for potentially hindering economic growth and limiting connectivity. A4E advocates for revisiting this restriction to accommodate increasing travel demand and support Ireland's tourism and business sectors.
Acumen's Take:
Reevaluating the passenger cap at Dublin Airport is essential to align infrastructure capabilities with current and future demand. Adjusting this limit could enhance Ireland's competitiveness as a travel hub and stimulate economic development.
City of Derry Air Ambulance Runway Run
Registration is now open for the Air Ambulance Northern Ireland's 5k Runway Run at City of Derry Airport, scheduled for Saturday, 5th April 2025. This charitable event offers participants a unique opportunity to run on the airport's runway, with all proceeds supporting the vital services provided by Air Ambulance Northern Ireland.
Acumen's Take:
Engaging the community through events like the Runway Run raises essential funds for emergency medical services and fosters public awareness and support for aviation-related initiatives.
Clare’s Sadhbh Jordan Awarded AerCap Women in Aviation Scholarship
Sadhbh Jordan from County Clare has been honored with the AerCap Women in Aviation Scholarship. This prestigious award aims to support and encourage women to pursue careers in the aviation industry, reflecting AerCap's commitment to promoting gender diversity within the sector.
Acumen's Take:
Investing in scholarships for women in aviation is a strategic move to cultivate a diverse talent pool, driving innovation and inclusivity in the industry.
Dublin Leads the Way in Urban Drone Innovation
Dublin is pioneering urban drone integration through initiatives like the Drone and Urban Air Mobility Strategy 2024–2029. Collaborations between Dublin City Council, Maynooth University, and the Irish Aviation Authority have led to projects such as a drone activity study launched in November 2024. Utilising radar technology installed in central Dublin, the project monitors drone flights within a 5km radius to establish baseline data on flight patterns, frequencies, and behaviours.
Acumen's Take:
Dublin's proactive approach to integrating drone technology positions the city as a leader in urban air mobility, setting a precedent for other metropolitan areas aiming to adopt similar innovations.
Ryanair Weighs in on New Lisbon Airport Plans
Ryanair's CEO, Michael O'Leary, has expressed opposition to the Portuguese government's decision to construct a new airport at the Alcochete Shooting Range, citing concerns over increased airport taxes intended to finance the project. O'Leary advocates for the immediate development of the existing Montijo Airport, which he argues could be operational sooner and at a lower cost, thereby enhancing Lisbon's air traffic capacity more efficiently.
Acumen's Take:
Balancing infrastructure expansion with cost-effectiveness is crucial for sustainable aviation growth. Exploring immediate, less capital-intensive solutions like the development of Montijo Airport could address capacity issues while minimising financial burdens on airlines and passengers.
Tweet Picks
X Post Picks:
@AviationWeek Etihad Engineering is targeting the doubling of revenues by 2030 along with adding significant hangar capacity in Abu Dhabi as part of a broader growth strategy.
@AviationWeek James Reason was a leader in recognizing many mistakes as expected occasional outcomes rather than seeing all errors as intentional, deviant acts.
@AviationWeek .@Joramco expects to open a new hangar at the end of this quarter that can accommodate five lines of narrowbody maintenance or a combination of narrowbody and widebody aircraft as large as the @Airbus A380.
@AviationWeek Ryanair Group CEO Michael O’Leary is offering a general outline for the Ireland-based ULCC’s next big MRO project.
Video Picks
C-Suite Unplugged: Alexis von Hoensbroech, Chief Executive Officer, WestJet
In this episode of "C-Suite Unplugged," Alexis von Hoensbroech, CEO of WestJet, discusses the airline's strategic direction, focusing on post-pandemic recovery, fleet modernisation, and expansion into new markets. He emphasises the importance of customer-centric services and operational efficiency in navigating the evolving aviation landscape.
Acumen's Take:
WestJet's commitment to enhancing customer experience and investing in modern aircraft positions the airline favourably in a competitive market. By prioritising operational efficiency and exploring new routes, WestJet is poised to capitalise on emerging opportunities in the aviation sector.
MRO Middle East – How Sector Is Gearing Up for Spectacular Growth
The MRO Middle East 2025 conference highlights the region's burgeoning Maintenance, Repair, and Overhaul (MRO) industry. Key discussions revolve around technological advancements, workforce development, and the increasing demand for MRO services due to fleet expansions by Middle Eastern carriers. Industry leaders underscore the necessity for innovation and collaborative partnerships to meet the anticipated growth.
Acumen's Take:
The Middle East's strategic investments in MRO infrastructure and technology are set to establish the region as a global hub for aircraft maintenance services. Fostering skilled labour and embracing innovation will be critical in addressing the projected surge in demand and maintaining competitive advantage.
Ryanair's O'Leary Calls Reeves' Growth Plan 'Rubbish'
Michael O'Leary, CEO of Ryanair, critiques UK Chancellor Rachel Reeves' economic growth plan, particularly opposing the proposed increase in Air Passenger Duty (APD). O'Leary argues that higher taxes on air travel will hinder tourism, reduce passenger numbers, and negatively impact the aviation industry's recovery. He suggests that such fiscal policies are counterproductive to economic growth objectives.
Acumen's Take:
Balancing fiscal policies with the need to stimulate the aviation sector is crucial. While environmental and economic considerations are valid, imposing higher taxes on air travel may deter passengers and impede industry recovery. A more nuanced approach that encourages sustainable practices without stifling growth would be beneficial.
