Company Overview - Air Lease Corporation (ALC) operates as a significant aircraft leasing platform with over $50 billion in assets [9, 119] - The company's fleet has a young average age of 46 years, positioning it favorably within the industry [10] - ALC maintains a high aircraft utilization rate, reporting 999% in 2023 [10] Financial Performance & Structure - ALC possesses substantial liquidity, with $68 billion available as of December 31, 2023 [10] - The company's capital structure targets a debt-to-equity ratio of 25:1 and a high percentage of unsecured debt [91] - ALC's adjusted pre-tax return on common equity was 121% in 2023 [10, 121] Market Trends & Strategy - The company is benefiting from the growing middle class, which is expected to account for 68% of total worldwide spending by 2030 [16] - ALC's order book includes 334 aircraft for delivery through 2028, with an estimated commitment of $217 billion [10, 11] - The company has a diversified customer base, serving 119 airlines across 62 countries [49, 119]

Company Overview - Air Lease Corporation (ALC) operates as a significant aircraft leasing platform with over $50 billion in assets[9] - The company maintains a young fleet with an average age of 4.7 years[10] - ALC boasts a high aircraft utilization rate of 100% in 1Q 2024[10] - The company has $6.5 billion in liquidity, comprising $0.6 billion in unrestricted cash and $6.0 billion available under a revolving credit facility as of March 31, 2024[10, 11] Financial Performance - ALC has $30.6 billion in committed rentals, including $16.6 billion from the existing fleet and $14.0 billion from aircraft to be delivered from the remainder of 2024 through 2028[10, 11] - As of March 31, 2024, ALC's total assets amounted to $30.9 billion[10, 11] - The adjusted pre-tax return on common equity is 11.6%[10] - The company's debt-to-equity ratio is 2.69x, with secured debt accounting for 1.0% of total assets as of March 31, 2024[86] Fleet and Order Book - ALC's fleet includes 472 owned aircraft and 73 managed aircraft[49] - The net book value of flight equipment subject to operating lease is $26.5 billion[49] - The company has commitments to purchase 320 aircraft from Boeing and Airbus for delivery through 2029, with an estimated aggregate commitment of $20.9 billion[11] - ALC is 100% placed through 2025 on long-term leases[10, 60]

Airlines bracing for a busy Fourth of July holiday weekend with 18 and a half million travelers expected from this past Tuesday through this coming Sunday. Joining us now on the state of the sector, Steven Trent, city airline analyst. Stephen, great to have you with us.Thanks for having me. Um, fuel prices are lower, but there's still pressure here on tickets, ticket prices. Why.So, we still have uncertainty in the economy. Um, people and businesses don't exactly know what's going to happen with tariffs. Um ...

People move through Newark Liberty International Airport following a news conference by Transportation Secretary Sean Duffy at the airport, where he announced the reopening of a major runway at the airport, nearly two weeks ahead of schedule on June 2, 2025 in Newark, New Jersey.Millions of travelers are expected to fly over the July 4 holiday period, but the outlook for the rest of the year still looks murky as airlines wrestle with too many flights and not enough demand."The summer is on sale, which certa ...

Um, we're going to run out of time, but before you go, I have a question for you. Talking about giveaways, um, here in New York City, a place where you also used to live and used to run Robin Hood, a great charity that's done enormous things for this city. What you think of the race, uh, for mayor here between Mamani now and Eric Adams.I think those are really realistically the only two choices on the table. Yeah. You know, it's it's fascinating because I I I have not followed uh the the race as closely or ...

Demand for private and public places to sweat is sizzling https://t.co/UPhKEz5tBU ...

2 July 2025 | 4:55PM SGT Base Metals Tracker: Robust Chinese Demand And US Over-Importing Is Tightening The Ex-US Copper Market China's refined copper demand has increased by 12% YTD May. While export strength and a weak 2024 base contribute, domestic demand is a significant driver. China solar installations are up 150%, and AC sales are up 8%. Our end-use tracker indicates 13% YTD growth, after finished product exports, supporting 12% YTD growth in refined copper demand. We maintain our forecast of 6% grow ...

1 July 2025 | 10:10PM EDT Oil Tracker: Global Stocks Increase Ahead of OPEC+ Meeting Crude oil prices remained roughly unchanged week-on-week as the market focus shifts from the ceasefire in the Middle East to this Sunday's virtual OPEC+ meeting where eight members will decide on August production. We continue to expect the group to announce another 411kb/d increase in required production because: We assume the August production hike to be the last one as a large inflow of non-OPEC ex shale projects softens ...

The United States is a powerhouse of agriculture and livestock production as an exporter of major animal feed inputs like corn and soybean meal. But there's a critical feed component often overlooked, micro ingredients. While domestically produced field crops form the bulk of animal feed, imported micro ingredients including amino acids dlionine and llysine as well as vitamins like A, E, and B are crucial for muscle growth and organ function.Global feed market intelligence and pricing provider Chemax estima ...

Is it possible to model the price of Bitcoin if demand increases 10x. I would say this is 100% feasible. If we think about the transparency of Bitcoin starting from the supply side, you already have a 21 million supply cap that is that can be 100% verified onchain.You have a hard-coded inflation schedule. So, your supply side is already built on definite information that you can model out. In terms of the demand side, this one I believe will be a lot more dependent on how you choose to grow out your demand ...