20 Feb 2025
Acumen Daily Aviation Brief - 20th 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
OY-NZD ATR 72-212A(600) – Nordic Aviation Capital
Nordic Aviation Capital (NAC) has ferried an ATR 72-212A(600), registered as OY-NZD (MSN 1064), to Sønderborg, Denmark, on 14 February 2025. The aircraft, previously registered as OE-LTH, is now stationed at Alsie Express’s base, indicating it may be prepared for future operations, maintenance, or lease placement. NAC, one of the world’s largest regional aircraft lessors, continues to strategically position its assets to meet growing demand in the regional airline market.
Acumen's Take:
The movement of OY-NZD to Sønderborg suggests Nordic Aviation Capital is proactively managing its fleet to maximise lease potential. With regional airlines increasingly favouring ATR aircraft for their efficiency and cost-effectiveness, NAC is likely positioning this ATR72 for short-haul leasing opportunities or transitioning it to a new operator. Additionally, the growing demand for regional connectivity presents strong leasing prospects for turboprop aircraft, making this move a strategic step in the evolving fleet landscape.
5A-BAB Airbus A320-214 – Buraq Air Transport
Buraq Air Transport, a Libyan airline, has taken delivery of an Airbus A320-214, now registered as 5A-BAB (MSN 4297). The aircraft was delivered to Benghazi, Libya, on 12 February 2025, having previously operated as RP-C3267 under Cebu Pacific. The A320-214 will support Buraq Air’s expansion strategy, reinforcing its operational capacity and enhancing domestic and international connectivity within the North African market.
Acumen's Take:
Buraq Air’s fleet expansion with the A320-214 highlights the growing aviation recovery in Libya as airlines aim to rebuild networks and restore international operations. The aircraft’s arrival also indicates a resurgence in North African aviation, as airlines seek fuel-efficient aircraft to optimise costs while meeting increasing passenger demand. The A320 remains a highly versatile aircraft, ideal for both regional and medium-haul routes, making it a strategic addition to Buraq Air’s expanding fleet.
Global Aviation News
GACA Opens Saudi Arabia’s Domestic Aviation Market to International Charter Flight Operators
The General Authority of Civil Aviation (GACA) of Saudi Arabia has announced a landmark policy change, effective 1 May 2025, that will permit foreign charter operators to conduct domestic flights within the Kingdom. This move aims to enhance competition, attract foreign investment, and provide greater flexibility within the general aviation sector. The policy is a component of GACA's broader strategy to establish Saudi Arabia as a regional hub for general aviation, which includes plans for new private airports and terminals across the country.
Acumen's Take:
Opening Saudi Arabia's domestic aviation market to international charter operators signifies a strategic shift towards liberalisation and market expansion. This initiative is poised to stimulate economic growth, foster a more competitive aviation environment, and position the Kingdom as a pivotal player in regional air travel.
GOAL Aircraft Leasing Delivers airBaltic’s 50th Airbus A220-300
GOAL Aircraft Leasing has successfully delivered the 50th Airbus A220-300 aircraft to airBaltic, marking a significant milestone in their partnership. This delivery is part of a six-aircraft sale and leaseback transaction, underscoring GOAL's commitment to providing tailored leasing solutions. The aircraft features a special livery inspired by the Latvian flag and design elements representing all three Baltic States, symbolising airBaltic's dedication to regional unity and growth.
Acumen's Take:
The delivery of the 50th Airbus A220-300 to airBaltic not only highlights the airline's fleet expansion and modernisation efforts but also reflects the successful collaboration between airBaltic and GOAL Aircraft Leasing. This partnership exemplifies effective asset management and strategic growth in the competitive European aviation market.
HALO Accelerates Expansion with Financing of Airbus A320-200
HALO AirFinance has announced the financing of an Airbus A320-200 for an entity managed by AE Industrial Partners, LP (AEIP). This transaction, secured by an aircraft leased to a European operator, exemplifies HALO's commitment to supporting the mid-life aircraft leasing sector. The collaboration with AEIP highlights HALO's strategic approach to providing financing solutions that facilitate fleet expansion and operational flexibility for leasing entities.
Acumen's Take:
HALO's financing of the Airbus A320-200 for AE Industrial Partners underscores the growing importance of mid-life aircraft in the leasing market. This approach offers lessees cost-effective solutions while maximising asset utilisation, reflecting a pragmatic strategy in the current aviation landscape.
IATA Partners with 123Carbon to Launch SAF Registry in April 2025
The International Air Transport Association (IATA) has entered into a partnership with 123Carbon to develop interoperability between their Sustainable Aviation Fuel (SAF) registries. The collaboration aims to enhance transparency, prevent errors in emissions reporting, and streamline the management of SAF certificates. The IATA SAF Registry, set to launch in April 2025, seeks to standardise the market for SAF certificates, thereby facilitating broader adoption of sustainable fuels in aviation's decarbonisation efforts.
Acumen's Take:
IATA's initiative to establish a standardised SAF registry in collaboration with 123Carbon represents a significant advancement in promoting sustainable practices within the aviation industry. By ensuring interoperability and transparency, this effort is poised to build trust among stakeholders and accelerate the transition towards cleaner fuel alternatives.
Iberia Restructures Loyalty Programme Following Aer Lingus and British Airways
Iberia has announced a comprehensive overhaul of its frequent flyer programme, transitioning to a spending-based points system effective 1 April 2025. The rebranded Club Iberia Plus will award Elite Points based on the base price of tickets, excluding taxes, aligning with recent changes implemented by Aer Lingus and British Airways. Notably, Iberia's conversion rate of €1 to 1 Elite Point is more favourable than British Airways' £1 to 1 point, potentially offering a more accessible path to elite status for frequent travellers.
Acumen's Take:
Iberia's shift to a revenue-based loyalty programme reflects a broader industry trend towards rewarding passenger spending over distance travelled. This restructuring aims to enhance customer engagement and loyalty by providing a more transparent and potentially rewarding system for frequent flyers, thereby strengthening Iberia's competitive position in the market.
Irish Aviation News
‘Marginal’ Rise in Summer Air Fares Due to Aircraft Delays – Michael O’Leary
Ryanair's CEO, Michael O'Leary, has indicated that summer airfares across Europe are expected to rise marginally, primarily due to aircraft delivery delays from manufacturers like Boeing and Airbus. These delays have constrained capacity, leading to increased ticket prices. O'Leary estimates that fares could increase by approximately 5-10% compared to the previous year.
Acumen's Take:
The anticipated rise in airfares underscores the interconnectedness of aircraft manufacturing and airline operations. Delivery delays disrupt capacity planning, compelling airlines to adjust pricing strategies. This situation highlights the necessity for diversified supply chains and strategic fleet management to mitigate such challenges.
Ryanair Chair Stan McCarthy Named Kerry Person of the Year for 2025
Stan McCarthy, Chairman of Ryanair and former CEO of Kerry Group, has been honoured as the Kerry Person of the Year for 2025 by the Kerry Association of New York. This accolade recognises McCarthy's significant contributions to business and his enduring connection to County Kerry.
Acumen's Take:
Stan McCarthy's recognition reflects the impact of exemplary leadership in both regional and international business spheres. His achievements serve as an inspiration, demonstrating how strong ties to one's roots can coexist with global business success.
Transatlantic Flights Could Return to Cork Airport
Discussions are underway regarding the potential reinstatement of transatlantic flights at Cork Airport. Cork County Councillor Noel O'Donovan has submitted a report highlighting the airport's readiness, citing its infrastructure and significant passenger catchment area. The report emphasises that resuming transatlantic routes could alleviate pressure on Dublin Airport and stimulate economic growth in the region.
Acumen's Take:
Reintroducing transatlantic services at Cork Airport presents a strategic opportunity to enhance regional connectivity and economic development. Such an initiative would not only diversify travel options for passengers but also position Cork as a pivotal hub in international aviation networks.
Two Fly-Ins Announced for Birr Airfield
Birr Airfield, operated by the Ormand Flying Club, has announced two upcoming fly-in events scheduled for April 12th and June 21st, 2025. These gatherings aim to foster camaraderie among aviation enthusiasts and provide a platform for pilots to showcase their aircraft.
Acumen's Take:
Fly-in events at local airfields like Birr are instrumental in promoting general aviation and community engagement. They offer enthusiasts a unique opportunity to exchange knowledge, celebrate aviation culture, and inspire the next generation of aviators.
‘You Can Be Tough in Business and Still Have the Faith’ – Interview with DAA CEO Kenny Jacobs
In a recent interview, Kenny Jacobs, CEO of the Dublin Airport Authority (DAA), discussed the integral role of his faith in guiding his business decisions. He emphasised that maintaining personal beliefs provides a framework for navigating the complexities of the corporate world, suggesting that one can uphold strong ethical values while achieving business success.
Acumen's Take:
Kenny Jacobs' perspective highlights the importance of personal integrity and ethical grounding in leadership roles. Balancing business acumen with personal values fosters a culture of trust and responsibility, essential components for sustainable success in the aviation industry.
Tweet Picks
X Post Picks:
@dominicgates As Boeing aims to recover and increase airplane production, it delivered 45 jets last month, the highest monthly total since December 2023 - and more than Airbus But also: Airbus gained in widebody sales * Firm orders for the much-delayed 777X slipped.
@emirates We’ve signed an interline agreement with @FlyAirPeace , offering single-ticket travel to an additional 13 cities in Nigeria.
@Gaussm With 70 routes from and to Riga we @airbaltic are the best support for a direct flight to New York. Will talk soon.
@Jamie_Freed Airbus postpones development of new hydrogen aircraft.
Video Picks
Canadians Want to Travel Local, but Why Is Flying Within the Country So Expensive?
This video explores the high cost of domestic air travel in Canada, attributing it to factors such as limited competition, high operational costs, and extensive distances between destinations. The discussion highlights how these elements contribute to elevated ticket prices, making domestic flights less affordable for Canadians.
Acumen's Take:
The Canadian domestic aviation market's structure, characterised by a duopoly and significant operational expenses, inherently leads to higher fares. Addressing these challenges requires strategic policy interventions to foster competition and infrastructure investments aimed at reducing operational costs, thereby enhancing affordability for travellers.
Starting an Airline in a Pandemic: The Story of Breeze Airways from Founder David Neeleman
In this interview, David Neeleman, founder of Breeze Airways, discusses launching a new airline amid the COVID-19 pandemic. He outlines Breeze's strategy of connecting underserved city pairs with nonstop flights, leveraging a cost-efficient model to offer affordable fares. Neeleman emphasises the importance of flexibility and innovation in navigating the challenges posed by the pandemic.
Acumen's Take:
Breeze Airways' entry into the market during a global crisis showcases resilience and a keen understanding of market gaps. By focusing on underserved routes and maintaining operational efficiency, Breeze positions itself to capitalise on emerging travel demands as the industry recovers.
The Next Era of Aviation
This panel discussion features industry leaders, including H.E. Salvatore Sciacchitano, President of the International Civil Aviation Organization, and Fred Lam, Chairman of the Airport Authority Hong Kong. The conversation centres on the future of aviation, addressing topics such as sustainability, technological advancements, and the evolving landscape of air travel post-pandemic. Panelists highlight the need for collaborative efforts to achieve net-zero emissions and the role of innovation in shaping the industry's trajectory.
Acumen's Take:
The aviation sector stands at a pivotal juncture, with sustainability and technological innovation at the forefront. Collaborative initiatives and investments in green technologies are essential to navigate the post-pandemic landscape and ensure a resilient, environmentally responsible future for global air travel.
