Airlines face $11B supply-chain hit in 2025 (IATA)

IATA says airlines will absorb over $11B of extra costs in 2025 from lingering supply-chain snags: more fuel burn from operating older jets ($4.2B), higher maintenance ($3.1B), leased replacement engines ($2.6B), and larger spare-parts buffers ($1.4B). The squeeze revives scrutiny of concentrated aftermarket power and keeps capacity tight well into the decade.

Why this matters for traders

• Cost pressure remains on carriers while aftermarket suppliers and engine/lease specialists keep pricing power.

• Defense demand competes with commercial for shop capacity, extending turnaround times.

WINNERS

Aftermarket parts & MRO providers (pricing power; airlines spending up on repair/maintenance and PMA parts access debate)

$TDG (T ...