Russian aviation — possibility of a new member in the VIN (Venezuela, Iran and North Korea) club

  • A strong domestic market could save Russian airlines for a while, but the future looks bleak
  • Lessors to Russian airlines are at major risk of mass default on lease payments, unable to get back their jets
  • Western airlines and aircraft manufacturers will likely be partially affected but are likely to find a way to deal with the problem

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Acuity Knowledge Partners

Acuity Knowledge Partners

We write about financial industry trends, the impact of regulatory changes and opinions on industry inflection points. https://www.acuitykp.com/