IBA's Aviation Podcast

Stuart Hatcher, Jonathan McDonald and James Li-Tremble are back to unpack two defining aviation stories this week.Margins are thinning, labour costs are rising, and ancillary revenue is becoming mission-critical. James breaks down what the latest data tells us about profitability pressures, Southwest’s strategic pivot, and why the proposed Allegiant Air – Sun Country Airlines merger looks very different to the blocked JetBlue Airways – Spirit Airlines tie-up. Then, the conversation moves to Asia and the strategic tone of the Singapore Airshow 2026. With fewer headline-grabbing orders, the team discuss why confidence remains intact, what Boeing’s 777X certification outlook means for the market, and how COMAC continues to build regional presence.Are low-cost carriers evolving fast enough to protect margins? And does a quieter airshow signal maturity rather than weakness?To read a copy of the articles discussed, visit our website: https://www.iba.aero/resources/Sign up for the newsletter - https://www.iba.aero/s