With fuel prices, inflation and financing costs putting
renewed pressure on aviation, join Crestone Air Partners for a closed-door
discussion examining what these pressures mean for airlines, aircraft values
and the long-term investment case for aviation assets.
The discussion will explore:
- Can
airlines absorb $150+ jet fuel? Assessing the impact of higher oil prices
on airline economics and what previous periods of elevated fuel costs can
tell us about the industry's ability to remain profitable and grow.
- What
is really driving today's strong aircraft trading market? Examining the
relative impact of OEM production shortfalls, aircraft availability and
rising maintenance costs on asset values and trading activity.
- Is
inflation becoming a double-edged sword for aviation? What a prolonged
higher-inflation, higher-interest-rate environment could mean for
financing costs, asset values and investment returns.
- The long-term resilience of aviation as an asset
class. Where does aviation offer relative value today, and how does the
investment case hold up against other asset classes?