Premium #313 – The Coming Supply Chain Squeeze – Part II
The big two OEMs are facing an interesting situation. Wide-body demand is down for several models, causing production cutbacks, while narrow-body backlog is at record levels. The result is that the OEMs are relying on narrow-body sales for cash flow in the near term, and both OEMs will increase production rates to levels we believe will be unsustainable through the next decade.
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