Month March 2015
Fokker – The Market Opportunity
Today’s news of Air France/KLM ordering another 34 E-Jets draws attention to the opportunity represented by the aging fleet of aircraft built by Fokker. These aircraft, even the last produced, are approaching 20 years of age, and much of this…
The Human Factor and Trust
In the aftermath of Germanwings 9525, we have learned that the crash of the aircraft was an intentional mass murder. While many questions are yet to be resolved regarding this crash, several issues emerge that need will be drawing future…
Comparing In-Service Fleets
We continue our big picture analyses with a comparison of the in-service fleets at Airbus and Boeing for the years 2000, 2007 and 2014. This provides an interesting opportunity to see how these two OEMs are doing in the market.…
WHAT WE KNOW, AND DON’T KNOW, ABOUT GERMANWINGS 9525
The tragic crash of a Germanwings A320, 4U flight 9525 from Barcelona to Dusseldorf, has led to widespread speculation regarding potential causes for the crash. We know very little at this point, but expect to learn more as the flight…
Competing Duopolies
The commercial aerospace industry has two duopolies – a big one (Airbus & Boeing) and a small one (Bombardier & Embraer). If markets were clearly differentiated these four companies would coexist in an environment where there are two competitions. But,…