Boeing estimate the global passenger and freighter fleet will require nearly 44,000 new commercial airplanes by 2043. How will that get financed?

• What are airline requirements for financing new aircraft in 2025? What are their preferred options?  
• Aggressive capital: who is winning ‘mainstream’ SLB deals? What are the margins?
• Is the role of the JOL & JOLCO market changing? What are the return and term requirements? Is this market going to keep growing? Could airlines utilise French tax leases?
• Are more airlines coming to market earlier with RFPs to get PDPs? How does that impact lessors that can’t do PDP financing? 
• Where is the equity coming from for new deliveries?