Adam Pilarski

Archive for the ‘@Gurudude’ Category

Adam Pilarski

PILARSKI SAYS… Can dismal science lead us to optimism?

Increasing capacity does not have to be bad news, just follow economics As featured in Airfinance Journal Column PILARSKI SAYS   Airlines are finally making real money, just like businesses should. In the US, majors made record profits. Often this is linked in headlines to the price of oil: “Cheap fuel helped Delta set record profits.” […]

PILARSKI SAYS… China – From Saviour to Bogeyman

PILARSKI SAYS… China – From Saviour to Bogeyman The country’s slowdown, like its growth, should not have come as a surprise, writes Adam Pilarski, Senior Vice-President at AVITAS. As featured in Airfinance Journal Column PILARSKI SAYS China’s economic growth over the past almost four decades has been quite exceptional. From a very underdeveloped country, it has evolved into a major producer and consumer […]

Adam Pilarski

‘The biggest issue in aviation has been the dramatic fall in oil prices starting mid-year 2014’ Pilarski featured in Aviation Finance

The impact on aviation of the sea change that has happened over the past year in the oil market will be profound, writes AVITAS’ Adam Pilarski, one of the industry’s most respected aviation economists. “Values of aircraft will change depending on model and vintage. The attractions of new generation, more fuel efficient types will be […]

Adam Pilarski

CAN ALL BENEFIT FROM LOWER OIL PRICES? Or TRUST ME, I AM A DOCTOR

With the substantial fall in oil prices, who are the beneficiaries in aviation?  When oil prices fell I made bold predictions that traffic necessarily will go up.  Some people, especially airline analysts, took this to mean that this necessarily means an end of capacity discipline which they believe transformed airlines from perennial money losers to […]

PILARSKI SAYS… Cycles in aviation: where are we right now?

PILARSKI SAYS… Cycles in aviation: where are we right now? Although there are differences of opinion about where we are in the cycle, most agree the peak is in sight, writes Adam Pilarski, Senior Vice President at Avitas As featured in Airfinance Journal Column PILARSKI SAYS Everybody in our industry accepts that aviation is highly cyclical. There […]

PILARSKI SAYS… The A380 balance sheet and the future of the programme

PILARSKI SAYS… The A380 balance sheet and the future of the programme A secondary market could finally help the aircraft achieve its potential As featured in Airfinance Journal Column PILARSKI SAYS We have just celebrated the 10th anniversary of the first flight of the A380. This event encouraged a lot of discussions related to the viability […]

PILARSKI SAYS… Making sense of the third Gulf War

PILARSKI SAYS… Making sense of the third Gulf War US carriers are up in arms against their Middle Eastern rivals, writes Adam Pilarski, Senior Vice President at Avitas. As featured in Airfinance Journal Column PILARSKI SAYS The US seems to be involved in the third Gulf War. The first liberated Kuwait, the second (for which nobody can still […]

PILARSKI SAYS… Are aircraft lessors consolidating?

PILARSKI SAYS… Are aircraft lessors consolidating? A proliferation of leasing companies is more likely in the future, writes Adam Pilarski, Senior Vice President at Avitas As featured in Airfinance Journal Column PILARSKI SAYS Many people believe that we are at a threshold of solid consolidation of leasing companies. After the merger of AerCap and ILFC most people […]