Plane Insights Q4 2026: SMBC Aviation Capital Edition ↗
SMBC Aviation Capital’s Plane Insights Q4 2026 focuses on the impact of the ongoing Iran conflict on global aviation, noting high oil prices, inflation, and bond yields. The report highlights Japan’s resilience in aviation finance, the disproportionate effect of refining costs versus crude prices, and examines lessor financing for new deliveries alongside differences in European versus US airline consolidation.