To what extent are OEM delivery delays and MRO capacity
constraints reshaping fleet strategies in the near and
medium term?
How could maintenance pressures and shorter time on wing
influence lease extensions, utilisation decisions and financing assumptions?
Is increased OEM involvement across the aftermarket
affecting flexibility, pricing transparency and strategic planning for lessors
and operators? To what degree?
What do today’s OEM and MRO constraints mean for asset
values, residual expectations and long-term fleet economics?