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?