Avolon's Slattery On Growth Opportunities in Asia

The transcript discusses the recovery and growth opportunities in the aviation industry post-pandemic, focusing on Southeast Asia and China. It highlights the demand for new aircraft, the rise of cargo and EV toll markets, and the impact of oil prices. The conversation also covers industry consolidation and the role of leasing companies.

What is expected to drive the significant increase in demand for air travel in Southeast Asia?

• Introduction of new aircraft models

• Decrease in airfares

• Reopening of borders and increased travel demand

• New airline companies entering the market

What major shift has been observed in the cargo sector during the pandemic?

• Increase in passenger aircraft conversions

• Shift towards online commerce

• Reduction in cargo aircraft fleet

• Decrease in demand for cargo services

What is the primary advantage of EVTOL aircraft?

• Lower manufacturing costs

• Zero emissions and quieter operation

• Higher speed than traditional aircraft

• Longer flight range

What are the three main concerns affecting the aviation industry's recovery?

• Airport congestion, security issues, and labor strikes

• Oil prices, inflation, and industry fatigue

• Environmental regulations, competition, and fuel efficiency

• Lack of pilots, aircraft shortages, and high taxes

How is the aviation industry in India expected to change?

• Decrease in low-cost airlines

• Increase in budget airline space

• Reduction in international flights

• Focus on luxury travel

What role do leasing companies play in the aviation industry?

• They manufacture aircraft

• They provide financial support to airlines

• They manage airline staff

• They operate airports

Why is consolidation expected in the aviation industry post-pandemic?

• To strengthen airlines with fewer, larger entities

• To increase ticket prices

• To expand into new markets

• To reduce competition