A duopoly delivery ratio guide to industry health
Subscribe
Category Aerospace
India aviation market update with Sarin & Co.
It’s been a busy summer, but we got back with Niotin Sarin of Sarin & Co. to discuss the ever-evolving and growing Indian commercial aviation space. As always, India’s airlines are busy growing faster than anywhere else. Besides discussing the…
The Daily Boeing: key news for 27 September 2024
The IAM strike, and its impacts, are the key news items today. The striking workers recognize that they have Boeing over a barrel, as the company’s financial difficulties make a protracted strike unsustainable. Boeing has already lost more than $571…
The 737 production standstill impact is global
The Boeing strike continues, and the bread-and-butter 737 line appears frozen. The damage from this strike is being felt across the supply chain, and the damage is severe. That severity grows daily. How long the supply chain will need to…
The Daily Boeing: key news for 26 September 2024
Today’s news items focus on the safety culture, or lack thereof, at Boeing, with multiple articles citing shortfalls, many of which were revealed again at Senate hearings looking at FAA oversight of Boeing. Some of the interesting revelations include workers…
Pressure on Southwest Airlines mounts
The forthcoming Southwest Airlines Investors Day is going to be awkward and interesting. Things have not been going smoothly for a while. Elliott Investment Management created uncertainty when it took a stake in Southwest Airlines. Before this, Southwest experienced an operational meltdown…