Proprietary Aviation Research
Investment-grade research used by institutional investors, equity research teams, and industry decision-makers worldwide.
Jet Fuel Supply Chain Shocks
Hormuz chokepoint exposure, refinery concentration risk, and strategic stock adequacy across Europe. This report maps the physical supply chains that keep aviation fuelled — and identifies the single points of failure that a geopolitical shock would expose. Includes scenario modelling for a 30-day Strait of Hormuz disruption, country-by-country refinery dependency rankings, and the strategic petroleum reserve positions that separate resilient markets from vulnerable ones.
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Jet Fuel Supply Chain Shocks
Hormuz chokepoint exposure, refinery concentration risk, and strategic stock adequacy across Europe. This report maps the physical supply chains that keep aviation fuelled — and identifies the single points of failure that a geopolitical shock would expose. Includes scenario modelling for a 30-day Strait of Hormuz disruption, country-by-country refinery dependency rankings, and the strategic petroleum reserve positions that separate resilient markets from vulnerable ones.
The Turbofan Durability Crisis
Powder metal contamination has grounded hundreds of Pratt & Whitney GTF-powered aircraft and forced Airbus to cut A320neo delivery targets. This report traces the metallurgical root cause through the supply chain, quantifies the fleet impact by airline and lessor, and models the capacity shortfall through 2028. Essential reading for anyone with exposure to A320neo-family assets or narrowbody lease rates.
The MRO Technician Shortage
The global MRO workforce is ageing out faster than training pipelines can replace it. This report quantifies the gap — 40,000+ unfilled positions by 2028 — and analyses the structural forces making it worse: declining military feedstock, inadequate vocational pipelines, and wage competition from adjacent industries. We model the downstream effects on turnaround times, MRO pricing power, and airline operating costs.
Heathrow Third Runway: The Infrastructure Bet
With political momentum building and capacity constraints acute, Heathrow expansion is back on the table. This report evaluates the investment case from every angle: airline slot economics, surrounding property valuations, construction timeline risks, and the competitive dynamics with Gatwick and the regional airports. Includes a financial model of slot value creation under different capacity scenarios.
Rolls-Royce and the Narrowbody Question
Rolls-Royce has been absent from the narrowbody engine market since the early 2000s. With the next-generation single-aisle cycle approaching, this report assesses whether — and how — RR could re-enter the most lucrative segment in aerospace. We analyse the technology options, partnership scenarios, and the financial case against CFM and Pratt & Whitney's installed base advantages.
Sustainable Aviation Fuel: Mandates vs Reality
Regulators worldwide are mandating SAF blending ratios that current production capacity cannot meet. This report quantifies the gap between mandate trajectories and industrial buildout, analyses the feedstock bottlenecks, and models the cost pass-through implications for airlines. Includes a plant-by-plant production capacity database and investment opportunity mapping across the SAF value chain.
AI-Driven Predictive Maintenance in Aviation
Airlines operating predictive maintenance programmes are achieving 15-30% reductions in unscheduled removals and material AOG cost savings. This report profiles the leading deployments, evaluates the technology stack, and identifies the data moats being built. For investors, we assess which MRO providers and technology vendors are best positioned as the industry shifts from calendar-based to condition-based maintenance.
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