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…
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…
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Yesterday the FAA issued its list of four key items on the MAX that need to be fixed and asked for public comment. You can see the FAA’s 96-page preliminary document here. This is the event the industry has been…
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The US airline industry continues to experiment, under severe (and mounting) pressure to find the optimal/least painful network deployment. We updated our models through the month-end and discovered that an under-reported factor bears consideration. Before the pandemic plunge, several smaller…