Is there a GE-like Solution in Boeing’s Future?



Today’s key news items about Boeing speak about a ‘death spiral’ and the impacts of the strike on the supply chain. Boeing’s CFO is looking to cut costs during the strike, and purchase orders to the beleaguered supply chain are…


Two key stories dominate the news for Boeing today. The first is the arbitration ruling on the Embraer joint venture in which Boeing will pay Embraer $150 million for not moving forward with the JV. This appears to be a…

This morning, Embraer announced this news. This settlement appeared close during the recent air show, where your correspondent saw a senior Boeing executive visit the Embraer chalet and exchange hugs with the Brazilians. The end of this saga is welcome news,…

The elephant in the room is the Machinists strike at Boeing, overshadowing the other problems at Boeing. But everything is inter-related, as the strike will impact a number of programs and delays solutions. The key stories we’ve chosen today talk…