Clicky

Year 2024

Friday fun: A ChatGPT review of the three OEMs

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Here’s our question: You are a commercial aerospace analyst.  How do you see the evolution between Airbus, Boeing, and Embraer? ChaptGPT 3.5 response: The evolution of Airbus, Boeing , and Embraer involves a complex interplay of market dynamics, technological advancements,…

Duopoly Commercial Deliveries

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We noted previously that the supply chain is doing better than many realize. Tracking deliveries is the best way to get a big-picture view. Here’s a summary of quarterly commercial deliveries from January 2021 through today. Please click on the…

Airlines Present at JP Morgan Industrials Conference

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This week, JP Morgan hosted its Industrials Conference, with several airlines presenting their thoughts and outlook on 2024 and beyond. This article summarizes some of the key findings from that conference. The Network Carriers Delta, United, American, and Southwest participated…