15 Jan 2026
Acumen Daily Aviation Brief - 15th January 2026
Acumen Aviation Newsletters
Acumen Aviation’s newsletters offer deep dives into the most impactful trends and developments across the aviation sector. These resources are crafted to keep you informed about critical industry changes and provide actionable insights:
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IrishAero News
Ryanair Group Takes Delivery of 34 Boeing 737s in 2025
Ryanair Group continued the expansion of its Boeing 737 MAX 8-200 “Gamechanger” fleet through 2025, taking delivery of 34 aircraft during the calendar year and bringing the in-service total to 206 aircraft as of 31 December 2025. The majority of deliveries were allocated to Dublin-based Ryanair DAC, which received 26 aircraft, reinforcing its status as the group’s largest MAX operator. Polish subsidiary Buzz took delivery of seven aircraft, while Ryanair UK received its first 737 MAX 8-200, marking a notable milestone for the London Stansted-based AOC. The deliveries further underline the group’s commitment to fleet modernisation and unit-cost leadership using the high-density MAX platform supplied by Boeing.
LY-BQR Airbus A321-231 Departs Ireland West Airport
An Airbus A321-231, LY-BQR (MSN 0946), has departed Ireland after an extended storage period. Reported by Skyliner Aviation, the aircraft had been stored at Ireland West Airport since 2018 and departed on 22 December 2025, routing via Verona, Italy, to Varna, Bulgaria, for Electra Airways operations. Previously stored in all-white livery with former AnadoluJet titles, the aircraft was re-registered to Maverick Horizon Ltd on 25 August 2025, having earlier operated as 9H-SLG.
MIAT Wet-Leases EI-MGL Boeing 787-9 to Gulf Air
MIAT Mongolian Airlines has wet-leased a Boeing 787-9 Dreamliner, EI-MGL (MSN 60326), to Bahrain-based Gulf Air, which is operating the aircraft in full Gulf Air colours. The aircraft positioned from Ulaanbaatar to Bahrain on 12 December 2025 and entered service on 14 December, operating the daily Bahrain–Manila route as flights GFA154/155. The wet lease supports Gulf Air’s long-haul growth plans, following the airline’s November 2025 order for 15 Boeing 787s, with options for three more, as it continues to expand its widebody network across Asia, Europe, and the United States.
Aircraft Update
HB-IHA Airbus A350-941 Delivered to Edelweiss Airlines
An Airbus A350-941, registered HB-IHA (c/n 35), was delivered to Edelweiss Airlines on 23 December 2025. The aircraft, previously registered as N285BN, was ferried from Dublin to Zurich, adding to Edelweiss’s long-haul fleet and reinforcing the airline’s commitment to modernising its widebody operations.
9H-JJB Boeing 777-36N(F) Delivered to Air Atlanta Europe
A Boeing 777-36N(F), registered 9H-JJB (c/n 32788), was delivered to Air Atlanta Europe on 05 December 2025. The aircraft, previously registered as N263GE, was ferried to Hong Kong, enhancing Air Atlanta Europe’s fleet for its growing cargo operations.
Global Aviation News
Atlantic Aviation Acquires ExecuJet St. Maarten
Atlantic Aviation has acquired ExecuJet's operations at Princess Juliana International Airport (SXM) in St. Maarten. The location will continue to operate under the ExecuJet name, bolstering Atlantic Aviation’s footprint in the Caribbean. Bobby Femia, VP of Mergers and Acquisitions at Atlantic Aviation, expressed enthusiasm about the acquisition, noting the strategic role of Princess Juliana as a gateway to popular destinations such as St. Barts. This acquisition expands Atlantic Aviation’s network of over 100 FBOs across the U.S. and the Caribbean, reinforcing its position as a key player in the region’s aviation infrastructure.
Aviation Capital Group Delivers Boeing 737 MAX 8 to LOT Polish Airlines
Aviation Capital Group has delivered a new Boeing 737 MAX 8 to LOT Polish Airlines, marking the first of three 737 MAX 8 aircraft to be delivered over the coming months. This delivery strengthens the long-standing relationship between ACG and LOT, which dates back to 2017, when LOT leased three Boeing 787s from ACG. The addition of the 737 MAX 8 further expands LOT's modern fleet and underscores ACG's continued support for the airline's growth.
Avora Aviation Acquires Airbus A320 with Financing from PK AirFinance
Avora Aviation FZCO has successfully acquired a 2012 Airbus A320 (MSN 5228) with financing provided by PK AirFinance. The aircraft, purchased from an entity serviced by Merx Aviation, will continue its existing lease with Bulgarian ACMI provider Fly2Sky Airlines, ensuring smooth operations and fleet stability. This transaction marks a significant milestone for Avora, being its first debt-financed aircraft acquisition, further enhancing the company’s leasing platform and capital structure.
Boeing 737 MAX Production Signs Point to Potential 63-Per-Month Rate
Industry sources suggest that Boeing is considering increasing its 737 MAX production rate to 63 aircraft per month by 2028, marking a significant rise from the current long-term target of 52 per month. This potential ramp-up reflects Boeing’s growing confidence in the program’s long-term outlook. Currently, the FAA-approved production rate for the 737 MAX stands at 42 per month, though operational stability is considered to be closer to 38 per month. Boeing has yet to demonstrate sustained production stability at the 42-per-month level, indicating that any further increase would require careful operational assessment.
China Airlines Orders Five More Airbus A350-1000s
Taiwan’s China Airlines has placed a firm order for five additional Airbus A350-1000s, bringing its total order for the aircraft type to 15. These new aircraft will complement the carrier’s existing fleet of 15 A350-900s, strengthening its long-haul network. Chairman Kao Shing-Hwang highlighted that expanding the A350-1000 fleet is a key part of China Airlines' long-term growth strategy, aiming to modernise its fleet, improve long-haul competitiveness, and enhance the overall passenger experience.
Emirates SkyCargo Sees Surge in Demand for Kiwi Premium Goods as UAE-New Zealand CEPA Takes Effect
Emirates SkyCargo is experiencing a surge in demand for premium New Zealand exports following the implementation of the Comprehensive Economic Partnership Agreement (CEPA) between the UAE and New Zealand. The agreement, which eliminates tariffs and simplifies customs procedures, is opening new opportunities for Kiwi producers, with Emirates SkyCargo playing a key role in facilitating fast, reliable access to the UAE and broader Middle Eastern markets. High-quality exports such as Christchurch crayfish, Hawke’s Bay lamb, Central Otago cherries, and Auckland orchids are seeing increased demand, with volumes expected to rise as the trade relationship strengthens.
Ethiopian Airlines Achieves Major MRO Breakthrough with First A350-900 Full Strip and Paint in Africa
Ethiopian Airlines has made history by completing Africa's first full strip-and-paint program for the Airbus A350-900, with two of its aircraft successfully undergoing the procedure. This landmark achievement highlights the airline’s advanced MRO (Maintenance, Repair, and Overhaul) capabilities, showcasing its growing technical expertise and commitment to operational excellence. The successful completion of this program follows Ethiopian Airlines’ recent development of full strip-and-paint capabilities for its Boeing 787 fleet, further solidifying its leadership in Africa’s aviation sector.
Global Airport Demand to Stay Resilient, Despite Geopolitical Risks – Fitch Ratings
According to Fitch Ratings, global airport demand is expected to remain resilient in 2026, driven by strong middle-class demand, robust leisure and short-haul travel, and the continued expansion of low-cost carriers (LCCs) into underserved markets. This growth will support both primary and secondary airports. However, Fitch highlights that potential geopolitical tensions could lead to regional volatility, posing risks to operational stability, despite the overall positive outlook for airport traffic and non-aviation revenue streams.
Heathrow Demand ‘Already Outpacing’ Current Infrastructure Limits
Demand for travel through Heathrow is already exceeding the capacity of its current infrastructure, with a record 77.3 million passengers passing through the London hub in the first 11 months of 2025. The full-year forecast of 84.3 million passengers, marking a 0.5% increase over 2024, is expected to rise to 85 million in 2026, driven by increased seat capacity. These figures highlight the urgent need for infrastructure improvements, with a £10 billion investment plan currently under review by the Civil Aviation Authority. Initial proposals from the regulator are expected by March 2026.
Irish Aviation News
Airlines for America Calls for Trump Sanctions Against Ireland Over Dublin Passenger Cap
Airlines for America (A4A), the trade body representing major U.S. carriers like American Airlines, Delta Air Lines, and United Airlines, has filed a formal complaint with the U.S. Department of Transportation (DOT), urging the U.S. government to take action against Ireland over the 32 million passenger cap at Dublin Airport. A4A claims the cap, which has been in place since 2007, violates both EU regulations and the U.S.-EU Air Transport Agreement, and it is calling for emergency legislation to lift the cap by February 1, 2026. If Ireland fails to act, A4A is pushing for sanctions against Irish airlines operating in the U.S. and restrictions on their access to U.S. airports.
Call to Bring Flights Back to Galway as Airport Petition Surpasses 3,000 Signatures
A petition calling for the reopening of Galway Airport in Carnmore has gained significant traction, surpassing 3,000 signatures from local residents who want to restore aviation services to the area. Led by Larry Walsh, the campaign advocates for the airport's redevelopment into a functional hub to enhance local economic growth and transport connectivity. Galway City and County Councils, which own the property, have been in discussions about the airport's future, following its closure to commercial operations in 2011.
Cork Airport Confirms 2025 as Busiest Year in Its 64-Year History
Cork Airport has confirmed that 2025 was its busiest year on record, handling 3.46 million passengers, a 13% increase from 2024. This marks the third consecutive year of double-digit growth, and a 67% increase in traffic since 2015. Key routes saw significant growth, including a 37% rise in traffic to Bristol, 31% to Liverpool, and 27% to Manchester. Passenger numbers to Germany, Belgium, and Switzerland also saw strong growth, while leisure markets thrived, with a 32% increase in passengers to Spain and 20% to Portugal.
Cork Airport Passenger Numbers Up 13% for 2025, Exceeding 2008 Record
Cork Airport has recorded its busiest year in history in 2025, handling 3.46 million passengers, a 13% increase compared to 2024. This marks the third consecutive year of double-digit growth, surpassing the previous record set in 2008 with 3.26 million passengers. The airport’s expansion is seen as a key factor in driving this growth, along with improved accessibility following infrastructure developments, including the opening of the Mitchelstown bypass in May 2009, which completed the motorway link between Cork and Dublin.
Dublin Airport Passenger Numbers Up 6% in December, Capping Record Year
Dublin Airport saw a 6% increase in passenger numbers for December 2025, closing out a record-breaking year. The airport continued its strong performance, with over 3.6 million passengers travelling through in December alone, contributing to the overall annual growth. This surge caps a successful year for Dublin Airport, reflecting the ongoing recovery in air travel and increased demand across both domestic and international routes.
Ireland West Airport Staff Raise Record €54,000 for Charity Partners
Ireland West Airport staff have raised a record €54,000 for their six staff-nominated charities in 2025, with each charity receiving €9,000. The charities, selected as part of the airport’s Charities of the Year programme, include Connacht SBHI Branch, Dillon Quirke Foundation, Mayo Roscommon Hospice, Order of Malta (Knock Branch), The National Breast Cancer Research Institute, and Western Alzheimer's. Key fundraising events throughout the year, including the successful Portwest 5km Runway Run, which saw over 1,300 participants, contributed to this impressive total, reflecting the strong community spirit among the airport’s employees.
Minister Welcomes Arrival of New Strategic Reach Aircraft
The Minister for Defence, Helen McEntee TD, has welcomed the arrival of the Dassault Falcon 6X strategic reach aircraft to the Irish Air Corps fleet on 16 December 2025. This new addition enhances the Air Corps’ capabilities, complementing the delivery of the third Airbus C-295 aircraft in September 2025. The Falcon 6X will support a variety of missions, strengthening Ireland's defence and operational flexibility on a global scale.
Passenger Numbers at Belfast's Airports Down 2.4%, Derry is Ireland's Fastest-Growing Airport
In October 2025, passenger numbers at Belfast's two airports dropped by 2.4% compared to 2024, handling a total of 782,874 passengers. However, traffic remained 8.8% higher compared to pre-pandemic levels. Belfast International Airport saw 595,468 passengers, a 2% decline from 2024 but a 14.9% increase compared to pre-pandemic numbers. In contrast, Belfast City saw a 3.4% decline in October year-on-year. Meanwhile, Derry Airport recorded a 27.8% increase in passengers compared to 2024, making it Ireland’s fastest-growing airport, with a 37.5% rise in the rolling annual total.
Peru Tourism Targets 25% Growth from Ireland Over Next Two Years
PromPeru, the national tourism board of Peru, recently hosted a promotional event in Dublin, aiming to boost Irish visitor numbers by 25% over the next two years. The event, attended by over 50 industry delegates, showcased Peru’s 2026 travel offerings, including updates on Machu Picchu access and Amazon eco-tours. Key highlights included the announcement of visa-free entry for Irish citizens and convenient one-stop flights via Iberia from Dublin to Lima, with onward connections to Cusco and Arequipa. Following a 8% increase in Irish visitors in 2024, the campaign forms part of a European roadshow designed to further grow the market.
Tourism Funding to Target Visitors and Air Routes from India, UAE & Asia-Pacific
Ireland's tourism authorities are set to allocate funding to boost visitor numbers and air connectivity from India, the UAE, and the Asia-Pacific region. The funding aims to attract more long-haul travellers from these key markets, which have shown strong growth potential in recent years. The strategy includes enhancing air routes and strengthening promotional efforts to position Ireland as a top destination for both leisure and business travellers from these rapidly expanding regions. This initiative comes as part of Ireland’s broader efforts to diversify its tourism base and increase international arrivals.
Tourism Ireland Confirms MOU with Trip.com
Tourism Ireland has announced a new Memorandum of Understanding (MOU) with Trip.com Group, aimed at boosting visitor numbers to the island of Ireland. The signing ceremony, attended by Taoiseach Micheál Martin, took place on 7 January 2026 at Trip.com’s headquarters in Shanghai. This partnership will leverage Trip.com Group’s extensive reach across 50 countries and regions, utilizing their platforms, content, data, and AI-driven marketing to attract long-haul, high-value travellers to Ireland.
Washington Urged to Curtail Flights from Ireland Unless Dublin Airport Cap is Lifted
An American airline lobby group has called for the curtailment or suspension of Irish airlines' access to the U.S. unless the Irish Government introduces emergency legislation to remove or suspend the passenger cap at Dublin Airport by February 2026. The move could significantly impact Aer Lingus, which operates a large transatlantic network from Dublin. The lobbying group argues that the current cap limits growth and connectivity, urging immediate action from the Irish government to ensure continued access to the U.S. for Irish carriers.
Tweet Picks
@airwaysmagazine Tensions brew between Belgium’s environmental tax strategy and Ryanair’s efforts to maintain price-sensitive travel demand.
@AviationWeek benefiting from full US Pre-Clearance facilities, the United States plays a key role in Shannon Airport’s route network. The airport is showing strength in this market, with their market share of US traffic within their catchment increasing by 11% between 2019 and 2024. Interestingly, Shannon shows signs of strong inbound demand from the US, with 62% of US journeys within their catchment being made by visitors.
@BlakeJohnson Finnair is coming to Melbourne! Daily A350 services from Helsinki (via Bangkok) start October next year and you’ll also be able to buy tickets just between Melbourne and Bangkok. Finnair still working out how many rewards seats will be available for One World redemptions.
@businessposthq Wizz Air is shifting away from its sale-and-leaseback model, says RBC, a move that could reshape its financials, even if O’Leary’s claims were overstated
Video Picks
'We Think, Even Today, American Airlines Shares Are Oversold': Aviation Specialist
In this video, an aviation specialist discusses the current state of American Airlines' stock, arguing that despite recent market trends, the airline's shares remain oversold. The expert shares insights into the company’s potential for growth, the factors influencing its market performance, and what investors should consider moving forward.
Willie Walsh on the Ongoing Airline Supply Chain Issues
In this video, Willie Walsh, Director General of the International Air Transport Association (IATA), discusses the ongoing challenges facing the airline supply chain. He provides insights into the disruption caused by global supply chain issues, how airlines are adapting, and the broader impact on the aviation industry’s recovery.
Wizz Air CEO József Váradi on Plans to Return to Ukraine
In this video, Wizz Air CEO József Váradi discusses the airline’s plans to return to Ukraine and resume operations in the region. He highlights the challenges faced, the strategies for recovery, and how the airline is planning to strengthen its presence in Ukraine once again.
Acumen’s Take
The aviation sector in 2026 is defined by resilience, adaptation, and strategic growth, as evidenced by developments such as Ryanair's significant fleet expansion, Aer Lingus’ route diversification, and strategic fleet acquisitions across global lessors. This issue underscores the strength of international demand, the growing focus on fleet modernisation, and the importance of infrastructure improvements. However, challenges remain, from political pressures and regulatory hurdles to market volatility, as seen in the ongoing disputes over Dublin’s passenger cap. As the industry moves forward, strategic decisions, whether in fleet expansion or international agreements, will continue to shape the competitive landscape.