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Year 2020

Airbus O&D through May 2020

Here’s our updated model. Zero orders for May and few deliveries compared to previous years A321neo remains a good model to deliver – customers take them even though times are tough IndiGo remains #1 delivery customer YTD Views: 11

US air travel recovery spluttering

Like everyone else attached to the commercial aviation business, we have been wishing air travel to show a robust recovery.  It isn’t happening.  At least not yet. Updating our model this morning note that the volumes are up – but…

Morning Call: Thursday 4 June 2020

Commercial Delivery deferral of 68 aircraft threatens chances of a comeback for the 737 MAX – Aviation24 SMBC Aviation chief expects new aircraft to be favoured in recovery despite cheap fuel – FlightGlobal Amazon leases 12 more Boeing cargo planes…