Aviation Lenders Under Pressure as Gulf Crisis Drives Up Fuel and Debt Costs
🏭 AVIATION — Lenders pricing a war nobody officially declared are now the story. 📌 LOOK CLOSER: Jet financing tightens when fuel costs and borrowing rates rise simultaneously — both are happening now. BOJ at 31-year highs, Brent above $105, and no Hormuz resolution in sight means aircraft asset valuations reprice downward while loan costs rise. Airlines already operating on thin margins face covenant breaches. This is the Gulf crisis reaching balance sheets, not just fuel bills.
