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Category Aerospace

December Transactions

The numbers are in and here is how we ended 2020. The more detailed (7 pages) model is available to subscribers. Remember to click the double arrow (bottom right) of the model to get the full-screen view. Views: 7

Morning Call – Monday 4 January 2021

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AirInsight US Airline Index Commercial Aviation US widens tariffs on EU imports in Airbus, Boeing fight – Bloomberg JetBlue takes delivery of first A220-300 – Flight Global After Covid, plane makers are even more dependent on China – Wall St.…

The single aisle delivery race

2020 12 29 8 12 24

In the end, aircraft deliveries are a more important metric than orders.  Customers sometimes order a cheaper, smaller model, especially in the single-aisle market, and then upsize when the aircraft is ready to build.   The single-aisle market carries (by far)…

The 787-10 revisited

2020 12 22 9 34 26

In February 2017 we took a look a the 787-10 and it’s natural competitors. We remain of the view that the 787-10 is a highly attractive aircraft with great operating economics promise.  In 2017 we saw a “sizable market”, but…