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  "documentTitle": "2025 Capital Markets Day",
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  "notes": "Uses a split-column layout to contrast demand drivers (numbered list) with supply constraints (quoted news snippets).",
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      "kind": "disclaimer",
      "text": "1. Scope 'Travel and Experience' for European consumers... 5. Current market size in 2025 based on ICF Market Model",
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      "text": "Aircraft delivery delays (Reuters). Staff shortages (ICAO). Disrupted supply chains (Financial Times).",
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      "text": "I. Travel is integral to consumer lifestyle: >26% of consumer spend, +3%p since '19. II. Emerging markets boom: Outbound travel spend from India & SE Asia to grow 2x until 2030. III. Leisure growth: Global leisure market to grow 3x by 2040. IV. Cargo market growing 3.2% p.a. V. Resilient $150bn MRO market.",
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      "kind": "quote",
      "text": "Airbus warns airlines about another three years of delivery delays while Boeing tries to ramp up production after quality crises. (Reuters)",
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