07 Feb 2025

Acumen Daily Aviation Brief - 7th 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 newsletter discusses BOC Aviation's expansion with 47 new aircraft commitments in 2024, achieving a record-owned portfolio of 435 aircraft. It also covers China Aircraft Leasing Group's acquisition of two Boeing 737-800 aircraft, scheduled for delivery by August 2025. Additionally, it highlights China Eastern Airlines' partnership with Travelport to enhance distribution capabilities through multi-source content solutions, including New Distribution Capability (NDC) content.

READ NOW: https://www.acumen.aero/blogs/-1-feb-2025-china-aviation-industry-newsletter

 

• India Aviation Industry Newsletter: This edition covers Air India's appointment of Airesources Incorporated as its General Sales Agent in the Philippines to enhance market presence. It reports on Kempegowda International Airport Bengaluru's 17% year-on-year increase in cargo volumes, solidifying its position as India's leading airport for perishable exports. The newsletter also highlights IndiGo's launch of daily flights between Mumbai and Jharsuguda, Odisha, aimed at boosting regional connectivity.

READ NOW: https://www.acumen.aero/blogs/-1-feb-2025-india-aviation-newsletter

 

• Irish Aircraft Leasing Newsletter: This newsletter details Avolon's completion of its acquisition of Castlelake Aviation Limited, adding 106 leased aircraft to its portfolio. It also announces ABL Aviation's appointment of Donal O’Shea as Chief Technical Officer to oversee global technical operations. Additionally, it covers Engine Lease Finance Corporation's purchase of an Airbus A320-200 from Aircraft Leasing & Management and SMBC Aviation Capital's delivery of a fourth Airbus A320neo to Chile's SKY Airline.

READ NOW: https://www.acumen.aero/blogs/-1-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/-1-feb-2025-irish-commercial-aircraft-update

 

• North American Aviation Newsletter: This edition reports on Aviation Capital Group's delivery of a Boeing 737-9 MAX to United Airlines, BNDES's approval of R$2.1 billion financing for Embraer to export 16 E-175 aircraft to Republic Airways, and Broward Aviation Services' acquisition of a Boeing 737 NG from AerCap for disassembly. It also highlights JetBlue's introduction of the 'EvenMore' premium travel experience, offering enhanced passenger amenities.

READ NOW: https://www.acumen.aero/blogs/-1-feb-2025-north-american-aviation-newsletter

 

Irish Aero News

Aer Lingus Launches Dublin-Verona Airbus A330 Charter Series

Aer Lingus will commence a weekly charter service between Dublin and Verona on January 11, 2025. Operating on behalf of a tour operator, the service will use a 317-seat, two-class Airbus A330-300 aircraft under flight numbers EIN4416/17. The inaugural flight was conducted by EI-DUZ, an Airbus A330-302 (MSN 0847). This deployment underscores Aer Lingus's strategic use of its wide-body fleet to capitalise on seasonal travel demand to popular destinations like Verona, renowned for its proximity to world-class ski resorts.

 

Acumen’s Take:

Aer Lingus's decision to deploy the Airbus A330-300 for a European charter route demonstrates a flexible fleet utilisation strategy, optimising aircraft usage during off-peak long-haul periods. This approach not only maximises asset productivity but also caters to niche markets, enhancing revenue potential.

 

Air Thanlwin Revitalizes Fleet with Ex-Aer Arann ATR72

Yangon-based Air Thanlwin has returned an ATR72-212A (500) aircraft, registered as XY-AJI (msn 797), to service after a period of storage. Formerly registered as EI-REP with Aer Arann, this aircraft is one of two ATR72-500s in Air Thanlwin's fleet with Irish origins. The airline, which rebranded from Yangon Airways in 2019, now operates a fleet comprising two ATR72-212 and two ATR72-212A (500) aircraft.

 

Acumen's Take:

Reintroducing previously stored aircraft reflects Air Thanlwin's adaptive fleet management in response to evolving market conditions. Effectively utilising existing assets can be a cost-efficient strategy for meeting rising passenger demand without immediate capital expenditure on new aircraft.

 

FlyArystan Expands Fleet with New Airbus A320neo

Kazakhstan's low-cost carrier, FlyArystan, has taken delivery of a new Airbus A320neo, registered as EI-KFD (msn 12272), on January 15, 2025. This addition brings the airline's A320neo fleet to 11, contributing to a total fleet of 24 aircraft, including 13 Airbus A320ceos. The new aircraft, named "Spica," symbolises the airline's aspiration to lead in affordable and comfortable air travel. FlyArystan's President, Richard Ledger, highlighted that this acquisition enables the airline to offer new routes and increase flight frequencies, reaffirming its commitment to environmental responsibility.

 

Acumen's Take:

FlyArystan's fleet expansion with the fuel-efficient A320neo aligns with industry trends toward sustainability and cost-effectiveness. The A320neo's advanced technology offers reduced fuel consumption and lower emissions, supporting the airline's growth strategy in the competitive low-cost market.

 

Aircraft Update

OE-IAI Airbus A320-232 Registered at Delhi

Avolon has registered an Airbus A320-232 (c/n 3071) at Delhi on 30 January 2025, previously operated as VT-IHZ. This registration signals continued aircraft transitions as lessors optimize fleet placements in key markets like India, where demand for narrowbody aircraft remains robust.

 

Acumen’s Take

Avolon’s decision to register an A320-232 in Delhi reflects the growing demand for fuel-efficient narrowbody aircraft in the Indian aviation sector. With India's domestic market surging, such aircraft are essential for airlines seeking efficient operations on high-density routes. Acumen sees a strong trend of fleet modernization and lease transitions in the region, requiring precise asset management strategies to maximize operational efficiency.

 

9H-OFJ Boeing 737-8AS Registered at Nuremberg

Malta Air has registered a Boeing 737-8AS (c/n 33824) at Nuremberg on 29 January 2025, previously operated as SP-RKY. This move aligns with Ryanair Group’s broader strategy of shifting aircraft within its subsidiaries for network optimization and cost efficiency.

 

Acumen’s Take

Malta Air’s 737-8AS registration at Nuremberg is a strategic decision, reinforcing Ryanair’s approach of deploying aircraft where they are most operationally beneficial. With an increasing focus on network efficiency, such transitions enable carriers to enhance aircraft utilization rates. Acumen expects continued aircraft reallocation across European low-cost carriers as they adapt to seasonal demand fluctuations and regulatory considerations.

 

Global Aviation News

Fly Vaayu to Become Largest A320F Operator

Fly Vaayu is on track to become the largest operator of Airbus A320 freighters, reinforcing its position in the fast-growing e-commerce logistics market. This expansion highlights the increasing demand for converted freighters as businesses seek efficient cargo solutions.

 

Acumen’s Take

Fly Vaayu’s aggressive push into the A320F market signals a larger trend of growing demand for narrowbody freighters, particularly for e-commerce-driven cargo. P2F (Passenger-to-Freighter) conversions have become a strategic asset for airlines and lessors looking to extend the lifespan of aircraft profitably. Acumen foresees more lessors and airlines investing in narrowbody conversions, capitalizing on the rising need for cost-effective air freight solutions.

 

JAL Completes Boeing 767-300BCF Trio

Japan Airlines (JAL) has completed the integration of its third Boeing 767-300BCF, strengthening its cargo operations across Asia-Pacific. The move supports JAL’s strategy of expanding dedicated freighter capacity in response to high air freight demand.

 

Acumen’s Take

The completion of JAL’s 767-300BCF fleet expansion highlights the continued relevance of mid-size freighters in the global air cargo market. With rising demand for dedicated cargo capacity, airlines are looking for optimal aircraft that balance range, payload, and cost efficiency. Acumen anticipates increased P2F conversions, with more airlines incorporating mid-size freighters into their networks to maintain a competitive edge in global logistics.

 

My Freighter Enters Boeing 757-200F Market

Uzbekistan-based My Freighter has added its first Boeing 757-200F to its cargo fleet, marking a significant expansion into the medium-haul freighter segment.

 

Acumen’s Take

The addition of a Boeing 757-200F to My Freighter’s operations underscores the growing demand for versatile freighters in emerging markets. As supply chains evolve, airlines are looking for aircraft that provide cost-effective solutions for regional and intercontinental cargo. Acumen sees potential for further expansion in the 757-200F market as more airlines and logistics companies seek medium-range cargo solutions.

 

Pilot Expo 2025 Moves to Brussels Amid Rising Demand for Aviation Crew

The annual Pilot Expo, one of the largest aviation recruitment events, is shifting to Brussels in 2025, reflecting the growing need for skilled aviation professionals across Europe.

 

Acumen’s Take

The relocation of Pilot Expo 2025 to Brussels highlights the aviation industry’s urgent need for pilots and technical staff. As travel demand surges post-pandemic, recruitment and training programs must scale up to address workforce shortages. Acumen recognizes the importance of workforce planning, ensuring airlines and MROs have access to well-trained aviation professionals to sustain long-term industry growth.

 

Irish Aviation News

PwC Ireland 2025 Aviation Industry Review & Outlook

PwC Ireland's latest report highlights a robust recovery in the commercial aerospace sector, valued at $1.5 trillion. In 2024, airlines operated over 30,000 aircraft, transporting nearly 5 billion passengers. The report anticipates increased aircraft deliveries in 2025, with Boeing leading the rebound. However, challenges such as supply chain disruptions, sustainability concerns, and labor shortages persist. Notably, there's a shortfall of over 4,500 aircraft compared to 2019 OEM plans, and non-fuel costs have risen by 11%, reflecting wage inflation and other operational expenses. 

 

Acumen’s Take:

The aviation industry's recovery is promising, but the significant aircraft shortfall and rising operational costs underscore the need for strategic asset management. Stakeholders should focus on supply chain resilience and sustainable practices to navigate these challenges effectively.

 

Riyadh Air Executive Ray Gammell Leaves DAA Board After Term Ends

Ray Gammell, Chief Corporate Development Officer at Riyadh Air, has concluded his tenure as a non-executive director on the board of the Dublin Airport Authority (DAA) following the end of his term. Appointed in 2020, Gammell's departure aligns with his ongoing commitments at Riyadh Air. 

 

Acumen’s Take:

Leadership transitions in key aviation entities like the DAA can influence strategic directions. Gammell's experience at Riyadh Air may lead to strengthened ties between Middle Eastern and European aviation markets, presenting opportunities for collaboration and growth.

 

Ryanair Adds Seven New London Stansted Routes for Summer 2025, Urges UK to Scrap APD

Ryanair has announced the addition of seven new routes from London Stansted Airport for the Summer 2025 schedule, including destinations such as Copenhagen, Stockholm, and Lisbon. Concurrently, the airline is advocating for the UK government to abolish the Air Passenger Duty (APD), arguing that its removal would stimulate tourism and economic activity.

 

Acumen’s Take:

Ryanair's expansion at London Stansted reflects its strategy to capture increased leisure travel demand. The call to eliminate APD highlights ongoing debates about taxation's impact on passenger volumes. If successful, this could set a precedent affecting airline pricing strategies and route profitability.

 

Six West Aviation Expands Portfolio with Acquisition of Kleos Aero

Six West Aviation has acquired Kleos Aero, enhancing its service offerings in aircraft leasing and asset management. This strategic move aims to broaden Six West's capabilities in managing diverse aviation assets and providing comprehensive solutions to clients.

 

Acumen’s Take:

The acquisition signifies consolidation trends in the aviation services sector, aiming to offer integrated solutions across leasing and asset management. Such expansions can provide clients with streamlined services, potentially leading to increased efficiency and value in asset utilization.

Tourism Ireland Comments on Overseas Tourism Figures for 2024

Tourism Ireland reported a significant increase in overseas visitors in 2024, nearing pre-pandemic levels. The organization attributes this recovery to effective marketing campaigns and the lifting of travel restrictions, which have renewed interest in Ireland as a travel destination.

 

Acumen’s Take:

The resurgence in tourism is a positive indicator for the aviation industry, suggesting increased passenger traffic and demand for flights to and from Ireland. Airlines and service providers should prepare to accommodate this growth, focusing on capacity management and customer experience enhancements.

 

Tweet Picks 

X Post Picks:

@DelhiAirport Delhi Airport is soaring to new heights! With 250 daily departures, we're proud to be the largest base for Indigo Airlines. Here’s to more takeoffs, more journeys, and more milestones ahead!. 

@jagritichandra DGCA asks airlines to make a mandatory  in-flight announcement on international flights arriving into India that carrying any satellite phone from abroad into the country is not permitted. 

@MarcusReports It appears that President Trump’s personal Boeing 757 is parked on the ramp at DCA south of the passenger terminals. He doesn’t use that plane anymore now that he’s president. 

@SAS Our first seasonal flight from Aarhus to Sälen/Trysil landed at @SCR_Airport today! This is our fifth direct route to the region, with a sixth from London Heathrow starting 2 February. We also fly direct from Aalborg, Copenhagen, Stockholm, and Ängelholm.

 

Video Picks

Akasa Air: Disrupting India’s Aviation Industry & Becoming The Most On-Time Airline

In this interview, Vinay Dube, Founder and CEO of Akasa Air, discusses the airline's rapid ascent in India's aviation sector. He attributes their success to a customer-centric approach, operational efficiency, and strategic fleet management. Dube also highlights the significant investment from the late Rakesh Jhunjhunwala, which provided a solid foundation for the airline's growth. Akasa Air has distinguished itself by achieving high on-time performance metrics, setting new standards in the industry.

 

Acumen's Take

Akasa Air's emphasis on punctuality and customer satisfaction demonstrates the impact of strategic planning and investment in the aviation industry. Their success underscores the importance of efficient operations and a strong financial foundation in establishing a competitive edge.

 

 

Denis Smyth Remembers – Dublin Airport 85th Anniversary

Denis Smyth, a long-serving employee of Dublin Airport, shares his experiences spanning several decades. He reflects on the airport's evolution, from its early days to becoming a major international hub. Smyth discusses significant milestones, technological advancements, and the airport's role in connecting Ireland to the world.

 

Acumen's Take

Personal narratives like Smyth's provide valuable insights into the development of key aviation infrastructures. Understanding such histories can inform future strategies for airport operations and growth.

 

 

Hamdi Osman, Founder and CEO of SolitAir’

Hamdi Osman discusses his vision for innovation in the air cargo industry through his company, SolitAir. He emphasizes the importance of integrating advanced technologies to enhance efficiency and meet evolving market demands. Osman also highlights the critical role of leadership and strategic planning in navigating the complexities of global logistics.

 

Acumen’s Take

Osman's focus on technological integration in air cargo aligns with industry trends towards digitalization. Embracing such innovations is essential for companies aiming to remain competitive in the rapidly evolving logistics sector.