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Category Aerospace

An EMBRAER Pioneer speaks

We had a fascinating call with an EMBRAER pioneer recently. Satoshi Yokota has served as Member of the Board of Directors of Embraer SA since 2011. He previously served as Member of the Executive Board and EVP for Strategic Planning…

The BAE Systems & EADS Cocktail

Today Teal Group VP Analysis, Richard Aboulafia, published his monthly newsletter. The September newsletter will be found here.  In it Richard describes seven “good” things about such a deal and four “challenges”.  Discussing these ideas with Richard are AirInsight’s Ernie…

A320 and 737 Values at risk

Airbus and Boeing claim demand and record backlogs thousands of A320s and 737s requires them to boost production rates to record levels. There’s little doubt that this is true. But while the two OEMs also claim that there is no…