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Podcast: Time on Wing Podcast
Episode: Mark Streeter and Jamie Baker talk 2024 and 2025
Description: We welcome back Mark Streeter and Jamie Baker from JP Morgan Chase. We discuss what happened in 2024 and what's likely to happen in 2025 in commercial aviation.The conversation provides a comprehensive update on the airline industry, focusing on market trends, capacity discipline, leasing strategies, and financial maneuvers such as sale leasebacks. The speakers discuss the implications of these factors for 2024 and beyond, highlighting the evolving dynamics of the airline market and the influence of OEMs on capacity and leasing strategies. They also reflect on unexpected developments in aircraft recovery and the overall financial health of airlines. In t...