2025 is shaping up as a turnaround year for Boeing. Its commercial business is performing far better than in recent years, and the latest boost comes from South Korea. While this order is undeniably good news, it also underscores Boeing’s most pressing challenge: certification of the 737 MAX 10.
We have an upbeat report below, but we must acknowledge that Boeing still faces labor challenges. While the focus of the current issue is defense, it’s essential to recognize that labor problems can quickly escalate. The apparent peace in Seattle and Charleston could quickly shift if St. Louis spirals. Labor relations remain a recovering wound. Industry labor stress is a problem for the entire supply chain.
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.
