Leasing takeaways
Aviation lessors under pressure: Geopolitics, supply chains, and insurance considerations
At the Marsh Aviation Summit 2026, held in London, leasing executives identified several forces reshaping the aviation leasing market.
They pointed to heightened geopolitical risk, changing economics across aircraft, engines, and spare-parts markets, a growing shortage of skilled talent, and an urgent need for tailored, fit-for-purpose insurance solutions. While the sector remains resilient, panelists agreed that it would be prudent to revisit previous risk management approaches and insurance program design decisions.
Overall, the mood was optimistic. However, speakers noted that the industry’s resilience can also mask fast-evolving structural change. Geopolitical uncertainty, constrained supply chains, shifting fleet economics, and current insurance limitations are converging, creating both risk and opportunity. The organizations that are best positioned to succeed tend to be those that turn these challenges into concrete strategies through tailored risk transfer, flexible funding, targeted fleet positioning, and long-term investment in talent and technology.
Read the full article to learn more about the key takeaways from the summit.