Duopoly O&D through May
Now that we have Boeing’s numbers we can update our duopoly chart. Airbus continues to have a tough year. Airbus is now far behind Boeing in orders; 51% behind in single-aisles and 70% behind in twin aisles. Airbus is also…
Category Airbus
Premium 2018.21 – Does Boeing’s proposed acquisition of Embraer’s E2 program make sense?
Boeing and Embraer have been in discussions regarding an acquisition of Embraer’s commercial aircraft unit by Boeing, and potentially other elements of the corporation. Let’s first examine some of the reasons why we think the fit may be challenging: Mainline…
Bombardier/Airbus deal on C Series done – starts July 1
The Airbus announcement is here. Bombardier announcement is here. The table is a summary of the deal as reported by each firm. The C Series program goes forward with Airbus running marketing and also exploiting its supply chain critical mass. …
The freighter recovery
The air freight market has been through something of a roller coaster ride. The chart is from IATA and must have been a nailbiting ride for the industry. As IATA stated: “Overcapacity is coming mainly from an expansion of the…
Premium 2018.20 – Implications of Massive HNA Group Order for Chinese Aircraft
The Chinese aircraft market will be critical for industry participants over the next two decades as China overtakes the United States as the leading player in air transportation. China has been building its domestic aircraft industry over the last two…
Vistara selecting 787?
News out today from Bloomberg suggests the Indian carrier may have selected the 787 over the A330neo. This is potentially the third win in a row for Boeing. What may be going on behind the scenes that allowed Boeing to…