{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-622c-750b-8b97-ab751b539f2e", "slug": "fc796e5c732c", "title": "FTAI Aviation, Ltd. (FTAI)", "subtitle": "Muddy Waters Research · 2025-03", "author": "Muddy Waters Research", "date": "2025-03-03 00:00:00", "pageCount": 19, "kind": "research-note", "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": "FTAI Aviation, Ltd.", "targetTicker": "FTAI", "document": { "id": "019dd923-622c-750b-8b97-ab751b539f2e", "slug": "fc796e5c732c", "title": "FTAI Aviation, Ltd. 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No price target, no SOTP, no peer comp — pure regulatory/reputational thesis. Disclosed short, no specific stake size. 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Counsel advises that violations impose strict liability, and that even inadvertently providing prohibited parts via a third-party can be a sanctions violation. 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The online posts clearly show two CFM-56 engines and FTAI packaging adjacent to the engines at the shop. It therefore seems that Sorena has obtained product from FTAI’s Aerospace Products business. This seemingly violates U.S. OFAC sanctions for which we understand the U.S. seller would be strictly liable. The severity of the punishment, which in serious cases can include prison time depends on the culpability of the seller and frequency of violations. 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