We undertook a 2021 Review and 2022 Outlook with Richard Aboulafia and Brian Foley. It was a 42-minute chat and really interesting. All four of us were closely aligned – which was surprising. 2022 looks good for Airbus for obvious reasons (A220 & A321), not so good for Boeing for also obvious reasons. The instability of that duopoly is a big concern.
We all agreed that 2022 looks good for Embraer – who would have thought? Post the ITC case against Bombardier, Boeing seems to have run into bad karma. Embraer, hammered by the loss of the deal with Boeing, has clawed its way back. How? By deploying its #1 asset, its employees – creative, adaptable, and flexible. Exactly what Boeing needed then and still needs, by the way.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
