27 Jan 2025
Acumen Daily Aviation Brief - 27th January 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 newsletter highlights China's booming aviation landscape, including Vietjet's expanded network, sustainable advancements with Avolon and Air New Zealand, and the National Civil Aviation Work Conference outlining ambitious 2025 targets for passenger and cargo growth.
READ NOW: https://www.acumen.aero/blogs/-4-jan-2025-china-aviation-industry-newsletter
- India Aviation Industry Newsletter: Covering Air India's strategic connections for the Maha Kumbh Mela, IndiGo's expansion into Madinah for religious tourism, and Air Kerala's launch from Kochi, this newsletter focuses on India's growing domestic and international aviation impact.
READ NOW: https://www.acumen.aero/blogs/-4-jan-2025-india-aviation-newsletter
- Irish Aircraft Leasing Newsletter: Featuring AerFin’s teardown of an ex-JAL Boeing 777-300ER, NAC's lease agreement with SAS, and Clover Aviation Capital's new Dublin office, this edition underscores Ireland's leadership in the global aircraft leasing market.
READ NOW: https://www.acumen.aero/blogs/-4-jan-2025-irish-aircraft-leasing-newsletter
- Irish Commercial Aircraft Update: This newsletter reports key aircraft movements, including Cityjet’s CRJ900 ferrying to Dayton, AerCap’s Boeing 777 undergoing freighter conversion, and ITA Airways’ A320 retirement to St Athan, reflecting dynamic shifts in fleet operations.
READ NOW: https://www.acumen.aero/blogs/-4-jan-2025-irish-commercial-aircraft-update
- North American Aviation Newsletter: Focused on innovation and leadership, this newsletter highlights American Airlines' partnership with Baker Aviation College, United's rapid Starlink rollout, and Southwest Airlines' executive leadership transition, underscoring evolving strategies in North American aviation.
READ NOW: https://www.acumen.aero/blogs/-4-jan-2025-north-american-aviation-newsletter
Irish Aero News
Dublin Airport Celebrates 85 Years
Dublin Airport commemorates its 85th anniversary, marking decades of growth since its first passenger flight in 1940. Over the years, it has transformed into a vital hub connecting Ireland to the world, handling more than 36 million passengers annually. The airport now boasts over 240 routes served by 35 airlines. With its robust infrastructure and continuous improvements, Dublin Airport remains a cornerstone of Irish aviation, supporting tourism, business, and connectivity.
Acumen’s Take
Dublin Airport's journey over the past 85 years reflects the resilience and innovation of the Irish aviation sector. For Acumen, milestones like these highlight the importance of strategic infrastructure development and global connectivity in sustaining long-term growth. As a key player in aircraft asset management, Acumen sees airports like Dublin as pivotal in facilitating efficient fleet utilisation and fostering global aviation partnerships.
Ryanair Unveils Record Dublin S25 Schedule
Ryanair has announced its largest-ever Dublin schedule for Summer 2025, featuring 130 routes and over 2,000 weekly flights. This includes six new destinations, such as Kos, Brindisi, and Asturias, as the airline bolsters its commitment to the Irish market. The airline plans to base 33 aircraft at Dublin Airport, a $3.3 billion investment, supporting 1,000 local jobs and offering passengers more travel options.
Acumen’s Take
Ryanair’s record-breaking schedule underscores the enduring demand for affordable and accessible air travel. From Acumen’s perspective, this expansion demonstrates the critical role of fleet optimisation and strategic route planning in meeting passenger needs while ensuring profitability. Such robust schedules also present opportunities for leasing companies to cater to growing capacity demands in the short- to medium term.
Volotea A319 Arrives at Ireland West Airport
Volotea’s Airbus A319 (registration EC-NBD) has arrived at Ireland West Airport for part-out and recycling. This marks another significant development in sustainable aviation practices, as older aircraft are responsibly retired to maximise material reuse and minimise environmental impact. Ireland West Airport continues to play an important role in facilitating such transitions for the aviation sector.
Acumen’s Take
The arrival of Volotea’s A319 for part-out highlights the growing emphasis on sustainable fleet management and lifecycle optimisation. Acumen views this as a critical step in supporting the industry’s green transition. By efficiently managing end-of-life processes, stakeholders can unlock residual value while aligning with global sustainability goals, reinforcing Acumen’s commitment to comprehensive asset lifecycle management.
Aircraft Update
EI-FPB CRJ900 Ferried to Dayton International
CityJet’s CRJ900, registered as EI-FPB, has been ferried to Dayton International Airport on 22 January 2025. This aircraft is part of CityJet’s fleet restructuring initiative, potentially marking its transition for further utilisation, maintenance, or lease reassignment.
Acumen’s Take
The movement of EI-FPB reflects the dynamic nature of regional fleet optimisation. For Acumen, this type of transfer underscores the importance of robust asset management strategies in aligning fleet capabilities with operational goals. Dayton International’s role as a hub for maintenance and upgrades further highlights the strategic value of airports specialising in aviation support services.
EI-HNY Airbus A320-271N Ferried to Haikou
The Airbus A320-271N, previously registered as VT-IZA, has been ferried by Goal to Haikou on 23 January 2025. This aircraft’s repositioning signals its potential integration into a new operational network or market, contributing to the expanding aviation landscape in Asia.
Acumen’s Take
The transfer of EI-HNY illustrates the growing prominence of the Asia-Pacific region in global aviation. Acumen recognises the strategic significance of such movements as operators and lessors position assets to capitalise on high-growth markets like China. Ensuring seamless transitions and compliance with regional requirements remains a cornerstone of successful aircraft deployment strategies.
Global Aviation News
Eurowings Sets Sights on the Largest Fleet Modernization in Its History
Eurowings has announced its most ambitious fleet modernisation project to date. This initiative includes the integration of Airbus A320neo and A321neo aircraft, marking a significant upgrade in fuel efficiency and passenger experience. The modernisation aligns with Eurowings’ commitment to reducing its carbon footprint and meeting growing customer expectations.
Acumen’s Take
Eurowings’ fleet modernisation underscores the growing importance of sustainability and efficiency in aviation. Acumen believes this move will strengthen Eurowings’ market competitiveness and environmental compliance. Such fleet transitions also highlight the demand for expert technical asset management and lease planning to ensure operational excellence during modernisation efforts.
FlyArystan Receives a New A320 Aircraft
FlyArystan, Kazakhstan's low-cost airline, has added a new Airbus A320 aircraft to its fleet. Delivered directly from the Airbus factory in Toulouse, this acquisition is part of FlyArystan’s strategy to expand its network and enhance passenger services. The new aircraft is expected to serve high-demand regional and international routes.
Acumen’s Take
FlyArystan’s addition of a brand-new A320 exemplifies the regional aviation sector's growth in Central Asia. For Acumen, this highlights the need for precision in asset acquisition and integration to meet growing passenger demand. The direct delivery from Airbus also reflects the airline's commitment to modernising its fleet and delivering quality service.
KlasJet Strengthens Partnership with Sun D’or
KlasJet, part of the Avia Solutions Group, has expanded its partnership with Sun D’or, a subsidiary of El Al Israel Airlines, by leasing a fourth aircraft to the company. This strategic collaboration focuses on meeting high-demand charter services, providing flexibility and enhanced connectivity across key destinations.
Acumen’s Take
The growing partnership between KlasJet and Sun D’or showcases the rising demand for charter services in niche markets. Acumen views this as a prime example of how lessors and operators can collaborate to address evolving market needs. Managing lease agreements and ensuring efficient aircraft utilisation will be critical to the success of this partnership.
Lufthansa Group Finalizes 41% Stake in ITA Airways
The Lufthansa Group has finalised its acquisition of a 41% stake in ITA Airways, marking a significant milestone in its expansion strategy. The deal is aimed at strengthening Lufthansa’s presence in the Italian market while offering ITA Airways access to Lufthansa’s extensive global network and expertise.
Acumen’s Take
Lufthansa’s strategic stake in ITA Airways highlights the consolidation trend in the aviation industry. Acumen sees this as a move that could enhance connectivity and operational synergies for both parties. The transaction also emphasises the importance of financial advisory and asset valuation in major acquisitions.
MESA Welcomes Global Airlines Airbus A380 for Maintenance in Portugal
MESA has welcomed Global Airlines’ Airbus A380 to its maintenance facility in Portugal. The aircraft will undergo comprehensive maintenance and servicing as part of Global Airlines’ fleet readiness program. This collaboration underscores the critical role of maintenance in ensuring the safety and reliability of large aircraft.
Acumen’s Take
The arrival of Global Airlines’ Airbus A380 at MESA’s facility underscores the increasing demand for specialised maintenance services for wide-body aircraft. Acumen recognises the complexity of maintaining such large aircraft and emphasises the need for expertise in technical asset management and maintenance planning to ensure operational readiness.
Irish Aviation News
'Air Access is Essential' - Vast Majority of Dublin Firms Support Lifting Passenger Cap
A recent survey highlights that a significant majority of Dublin-based businesses support removing the passenger cap at Dublin Airport. Many firms believe that the cap limits the city’s global connectivity and economic growth potential. Business leaders emphasized that unrestricted air access is critical for maintaining Ireland's competitiveness as an investment and tourism destination.
Acumen’s Take
The feedback from Dublin's business community underscores the direct correlation between air access and economic vitality. Acumen recognises the importance of unrestricted airport operations in fostering global business ties and enabling regional growth. Removing such caps aligns with broader aviation strategies focused on maximising efficiency and economic impact, benefiting airlines, passengers, and the broader aviation ecosystem.
Avolon Completes the Acquisition of Castlelake Aviation Limited
Avolon, a global leader in aircraft leasing, announced the completion of its acquisition of Castlelake Aviation Limited. This acquisition significantly boosts Avolon’s portfolio, consolidating its position as one of the top aircraft lessors globally. The integration of Castlelake's assets is expected to bring synergies and enhanced growth opportunities for Avolon.
Acumen’s Take
Avolon's acquisition of Castlelake Aviation Limited exemplifies the consolidation trend within the aviation leasing sector. For Acumen, this move reflects a strategic alignment to scale operations, diversify asset portfolios, and capture greater market share. Effective integration and management of the expanded fleet will be key to leveraging this acquisition's full potential.
Cork Airport Welcomed 3.1 Million Passengers in 2024
Cork Airport celebrated a milestone year in 2024, handling 3.1 million passengers, making it Ireland’s fastest-growing airport. This growth was attributed to the expansion of routes and increased frequencies by airlines, alongside the airport's commitment to operational excellence and passenger satisfaction.
Acumen’s Take
Cork Airport’s passenger growth is a testament to the rising demand for regional connectivity in Ireland. Acumen views this as a clear indicator of the evolving passenger preferences for more localised and efficient travel hubs. This success also underscores the importance of strategic airline partnerships and airport investments in infrastructure and services to sustain growth momentum.
CSO Aviation Statistics Quarter 3 2024
The Central Statistics Office (CSO) released its aviation statistics for Q3 2024, highlighting continued recovery and growth in Ireland's aviation sector. Key metrics included increased passenger volumes, higher aircraft movements, and a resurgence in cargo traffic. The data indicates a strong rebound for both domestic and international air travel.
Acumen’s Take
The CSO's Q3 aviation statistics reflect a positive trajectory for Ireland's aviation recovery. Acumen acknowledges the critical role of data-driven insights in guiding strategic decisions for airlines, lessors, and airports. The upward trends in passenger and cargo traffic signal growing confidence in the industry, which aligns with Acumen's vision of supporting sustainable aviation growth through innovation and expertise.
IATA DG Willie Walsh Airlines Oppose UK ETA Price Hike
IATA’s Director General, Willie Walsh, has voiced strong opposition to the UK government’s proposed hike in Electronic Travel Authorization (ETA) fees. Airlines argue that this increase could deter international travel, particularly for price-sensitive travellers, and negatively impact the UK's tourism and aviation sectors.
Acumen’s Take
The proposed ETA fee hike raises concerns about the affordability and accessibility of international travel, particularly as the aviation sector continues to recover. Acumen believes balanced policy-making is essential to sustain travel demand and avoid unnecessary barriers for passengers. Collaborative discussions between airlines and policymakers will be crucial to finding a solution that aligns with economic and travel sector growth objectives.
Tweet Picks
@BreezeAirways In just four years, we’ve reached our first profitable quarter! Thank you to our Guests for trusting us and our Team Members for making it all possible. We’re just getting started!
@DjsAviation Turkish Airlines is eyeing flights to New Zealand to continue international expansion efforts
@DXBMediaOffice The Emirates A350 will make its debut in India on 26 January in Mumbai and Ahmedabad. The Airbus A350 now serves five destinations in the airline's network.
@DublinAirport Great news for our passengers and a big win for Ireland’s connectivity - @Ryanair has unveiled its biggest summer schedule ever at Dublin Airport!
Video Picks
Anatomy of a Good Decision – Pádraig Ó Céidigh
In this insightful talk, Pádraig Ó Céidigh, entrepreneur and former Aer Arann Chairman, delves into the core elements of making effective decisions. Drawing from his vast experience in business and aviation, he emphasises the importance of clarity, collaboration, and adaptability in decision-making. Pádraig highlights how the ability to evaluate long-term impacts and take calculated risks separates good leaders from great ones.
Acumen’s Take
Pádraig Ó Céidigh's insights resonate strongly with Acumen's philosophy of informed decision-making in aviation. The dynamic and high-stakes nature of the aviation industry demands leaders to be agile yet thoughtful in their choices. Whether it’s managing fleets, engaging in lease negotiations, or embracing digital transformation, Acumen believes in combining data, collaboration, and foresight to drive impactful decisions that align with long-term strategic goals.
Willie Walsh - Director General IATA: "If we don't change, we're dead!"
In this engaging discussion, Willie Walsh, Director General of IATA, delivers a powerful message on the aviation industry's need to embrace change. He discusses the challenges facing the sector, including sustainability, evolving passenger expectations, and technological advancements. Walsh calls for industry players to innovate continuously and adapt to shifting landscapes, warning that failure to evolve could lead to irrelevance.
Acumen’s Take
Willie Walsh’s call to action aligns with Acumen’s core values of innovation and adaptability. The aviation sector is at a critical juncture, and embracing digital solutions, sustainability initiatives, and customer-centric approaches is essential for long-term success. Acumen is committed to empowering aviation businesses to navigate these challenges through innovative asset management, digital transformation, and strategic advisory services.
World Tourism Back on Track – Eoghan Corry & PJ Coogan
In this discussion, travel experts Eoghan Corry and PJ Coogan explore the resurgence of global tourism in the post-pandemic era. They touch on key drivers of recovery, including pent-up demand, the return of international travel, and the critical role of airlines in connecting destinations. The conversation also highlights emerging travel trends and the importance of sustainable tourism for long-term industry health.
Acumen’s Take
The resurgence of global tourism underscores the importance of robust aviation networks to support this recovery. Acumen recognises the vital role airlines and airports play in revitalising tourism economies. By providing efficient asset management, technical services, and digital solutions, Acumen is dedicated to strengthening the aviation industry's capacity to meet growing passenger demand while ensuring sustainable growth.
