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Capital Under Pressure: High Rates, Tight Supply, and Geopolitics Are Reshaping Aircraft Finance

Author: Aircraft Value News
January 26, 2026

The commercial aircraft market enters 2026 with demand that refuses to cool, even as the cost of capital remains elevated and geopolitical risk (e.g., the Greenland imbroglio) feels permanently priced in.

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Mission / Aircraft Values News was created in 1992 to provide independent and informed advice regarding current and future aircraft values, and the factors that affect them, to the air transport community.AVN's core activity is the provision of expert commentary on current and future market values and lease rates. AVN seeks to interpret and analyze current events, enabling readers to more accurately anticipate future market trends. AVN expertise centers on an appreciation that aircraft are a commodity, subject to vagaries of supply and demand. AVN's subscribers comprise decision makers at financial i aft lessors and airlines.
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