The Great Shrink of 2020
The pandemic’s full impact is looming for airlines the world over, unlimited government QE is not going to last – it never could. Even in a US election year as contentious as this one, there is a chance that the…
Addison Schonland
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.
Morning Call – Friday 7 August 2020
COMMERCIAL AIRCRAFT How much value aircraft have lost? – Aerotime Airbus breaks three-month order drought – Reuters Hermeus Wins Air Force Investment After Demonstrating Mach 5 Engine – Hermeus FAA starts the clock on public comments for fixes required on…
Airbus July 2020 O&D
The latest data was just published and our model is updated. Notes: The A321neo continues to see popularity in orders No widebody activity in July Indigo is the new YTD largest delivery customer Views: 13
Morning Call – Thursday 6 August 2020
COMMERCIAL AIRCRAFT Amazon’s delivery planes could soon be powered by recycled cooking fat – EuroNews Boeing, Collins Aerospace among others say they won’t supply Dreamliner parts to Air India unless it clears dues – EconomicTimes FAA proposes to fine Boeing…
Electrical power and the lesson from Tesla
Our webinar yesterday on electrically powered aircraft has set us to thinking a lot more about this emerging aerospace disruption. We summarize our response this way – “The industry is a lot further ahead than we thought”. With models…
Webinar recording – Electrically Powered Aircraft
Here is the recording of our webinar from yesterday. It was one of the most interesting we’ve had. The data points and thinking shared by our panel are important for anyone following aerospace. The industry is in the midst of…