There has been a spate of news about COMAC’s ambitious production plans. Reuters started the reporting with a story about 50 C919s for 2025. Other sources commented on COMAC’s expanding FAL in Shanghai to accommodate these plans. As the news percolated,…
We are still watching the elves at work, at least through yesterday. Nobody’s working today, as far as we can tell. Here’s an update from last night. Airbus : The spike in delivery days was caused by the much-delayed A350-1000…
As year-end approaches, OEMs are struggling to meet announced delivery targets. Supply chain constraints drive this year’s struggle, a vestige of the pandemic’s impact that continues even years later. During the pandemic, OEMs, airlines, and the supply chain overreacted, causing…
Here is our estimate of YTD commercial deliveries through the end of November. Airbus The 2024 target is 770. We estimate 638 through the end of the month, which is 83% of the target. Can they do 132 in December?…
A picture is worth a thousand words, and we’re not saying a thousand words about this, so here we go. A 408-word summary as we see it. Airbus It’s having a great year but is still far from its delivery…
Two neat order bumps came in today. Air China signs as C929 launch customer Hainan orders 40 more C909s Colorful Guizhou Airlines ordered 30 C909s It is noteworthy that these news items come from China. This includes not only China-based…