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1 Make Money with AI Appointment Setting | Matt Deseno 32:38
Lessors navigate narrowbody freighter market challenges
Manage episode 446288846 series 2931338
Prolonged strong demand from the passenger segment for narrowbody aircraft and engines is still creating a challenging freighter leasing market, especially on 737-800s, speakers on a panel agreed at Cargo Facts Symposium 2024 in San Diego last week.
The panel on freighter aircraft and engine leasing, moderated by Mylene Scholnick, senior manager and head of worldwide fleet and carriers at Amazon Global Air, discussed recent trends and developments in the segment, including market saturation and increasing costs. The panelists were:
- Dora Alexander, executive vice president of Hamden Aviation;
- Ryan Anderson, vice president of commercial in the Americas at Aero Capital Solutions;
- Maik Falkuss, director of sales in North America at MTU AENA; and
- David Ellis, SVP and global head of asset transactions at GA Telesis.
“Right now, there are probably over fifty 737 freighters for sale currently being actively marketed,” Alexander said. “So that gives a bit of a scope of what we’re talking about in terms of creating that downward pressure on lease pricing and people making different decisions on leasing out these engines.”
Some lessors have removed engines from both A321Fs and 737-800Fs immediately after conversion and leased out the engines separately for passenger use, the panel said.
“Lessors, depending on how they’re structured, have the ability to be patient,” Anderson said. “And let’s take the -800, for example. As long as lease rates are as high as they are for the [CFM56-7B], a lessor can afford to be potentially patient with that airframe in storage while those two engines are out creating value for customers and for lessor shareholders in the market.”
GA Telesis’ Ellis said that the industry has not yet seen 737NG freighters replacing 737 Classics in large numbers, while operators are deferring shop visits for their engines and turning to engine leasing instead.
“Couple that with a high volume of aircraft converted, the Classics staying in service longer — it’s sort of a perfect storm of the freighter values suffering while at the same time, engine values have gone up,” he said.
Tune in to this week’s “Cargo Facts Connect” to hear more from the panel at Cargo Facts Symposium 2024.
Follow Cargo Facts’ coverage of Cargo Facts Symposium 2024 on our dedicated page.
139 episoder
Manage episode 446288846 series 2931338
Prolonged strong demand from the passenger segment for narrowbody aircraft and engines is still creating a challenging freighter leasing market, especially on 737-800s, speakers on a panel agreed at Cargo Facts Symposium 2024 in San Diego last week.
The panel on freighter aircraft and engine leasing, moderated by Mylene Scholnick, senior manager and head of worldwide fleet and carriers at Amazon Global Air, discussed recent trends and developments in the segment, including market saturation and increasing costs. The panelists were:
- Dora Alexander, executive vice president of Hamden Aviation;
- Ryan Anderson, vice president of commercial in the Americas at Aero Capital Solutions;
- Maik Falkuss, director of sales in North America at MTU AENA; and
- David Ellis, SVP and global head of asset transactions at GA Telesis.
“Right now, there are probably over fifty 737 freighters for sale currently being actively marketed,” Alexander said. “So that gives a bit of a scope of what we’re talking about in terms of creating that downward pressure on lease pricing and people making different decisions on leasing out these engines.”
Some lessors have removed engines from both A321Fs and 737-800Fs immediately after conversion and leased out the engines separately for passenger use, the panel said.
“Lessors, depending on how they’re structured, have the ability to be patient,” Anderson said. “And let’s take the -800, for example. As long as lease rates are as high as they are for the [CFM56-7B], a lessor can afford to be potentially patient with that airframe in storage while those two engines are out creating value for customers and for lessor shareholders in the market.”
GA Telesis’ Ellis said that the industry has not yet seen 737NG freighters replacing 737 Classics in large numbers, while operators are deferring shop visits for their engines and turning to engine leasing instead.
“Couple that with a high volume of aircraft converted, the Classics staying in service longer — it’s sort of a perfect storm of the freighter values suffering while at the same time, engine values have gone up,” he said.
Tune in to this week’s “Cargo Facts Connect” to hear more from the panel at Cargo Facts Symposium 2024.
Follow Cargo Facts’ coverage of Cargo Facts Symposium 2024 on our dedicated page.
139 episoder
Alla avsnitt
×![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Azul steps into next-gen era with A321P2F launch 21:30
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 SolitAir to expand with own narrowbody freighter fleet 16:16
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Dedrone targets illegal drone flights 21:09
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Texel Air to continue fleet growth in 2025 21:39
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 RwandAir sees growing demand for dedicated freighters 16:02
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Crestone strengthens freighter, engine footprint 17:03
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 ATSG’s Berger bullish on expansion strategy 17:39
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Lessors navigate narrowbody freighter market challenges 15:34
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 TAAG Angola eager to grow with African cargo market 16:05
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Pascan Aviation enters freighter market with Saab 340BF 19:13
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Aeros dirigible platforms to serve as aerial drone hubs 11:54
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 De Havilland’s bulk and LCD Dash 8 freighters to come in 2025 13:33
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 AeroUnion, Avianca on freighter fleet upgrade 21:08
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 ATSG leadership on group’s new direction 17:34
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Modern Logistics’ Koga at Cargo Facts LATAM 2024 13:32
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Hamden Aviation discusses LatAm’s freighter appetite 12:44
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Singapore Airlines’ Tan at Cargo Facts Asia 2024 16:35
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Airbus’ Hamilton on A350F, plus CFA 2024 preview 22:07
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Emirates’ Nadeem Sultan on cargo growth 16:41
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Haite’s Chin on strategic growth, freighter conversions 7:26
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Backbone Freighter Leasing on 777 conversions 9:06
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Camex, Texel, Avensis, Challenge preview CF EMEA 2024 7:18
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Modern Logistics’ Koga on international expansion 15:27
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Reliable Robotics’ Rose on flight automation 18:47
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Pacific Air Cargo’s Tanja Janfruechte on Hawaii ACMI market 18:17
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Astral’s Gadhia on African market, fleet growth 11:53
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 CFS 2023 preview with GlobalX, Reliable Robotics, Empire execs 11:23
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 ST Engineering’s Tan on Airbus narrowbody freighters 13:39
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Buffalo Airways’ McBryan on launching jet freighter ops 19:36
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Awesome Cargo’s Luis Ramos on A330 launch, Mexican market 14:48
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Boeing Global Services’ Bob Weiss on BCF programs 15:32
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Avensis CEO Sutter discusses A340, A330 conversions 21:34
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Xtreme CEO on 10th anniversary, expansion ahead 12:28
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Teleport CEO on freighter fleet growth 11:05
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Western Global on the verge of collapse 15:31
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 The Paris Air Show, plus Embraer in China 18:23
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Cebu Pacific aircraft in the headlines, younger A330 conversions expected 17:21
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Natilus co-founder Matyushev on the Kona drone 17:44
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 SmartLynx talks A321Fs plus other news from Cargo Facts LATAM 2023 20:23
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 News from AUVSI XPONENTIAL, plus more A321Fs 18:25
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 JAL converts 767s, Cargo Three selects MD-10s, China Airlines retires 747s 18:01
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Drone developments in LatAm, global A321F growth 17:26
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 CFA 2023 sparks conversations on freighter type and supply 17:31
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Xtreme Aviation on LatAm freighter market 20:48
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 FedEx restructure and next-gen widebody assembly 21:25
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1 DHL commits to Mammoth, old habits die hard with the 757, and from Russia with love for the Il-96T 23:30
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1 ‘The Big Twin’ first flight, UPS quadjets, drone mishaps 17:28
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1 More 737-800 conversions and a new drone system 18:02
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Earnings, more A321Fs and alternative fuel 22:40
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 New conversion sites, airlines and drones 14:55
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 New freighter and drone operators emerge 13:04
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 Memories of the 'Queen of the Skies' 18:23
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 New conversion milestones and cargo drone orders 15:08
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1 Asian widebodies on the horizon supplemented by Boeing narrowbodies 17:49
![Cargo Facts Connect podcast artwork](/static/images/64pixel.png)
1 The future of the 737-400F and a future freighter type 22:47
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