As we enter the last month of 3Q25, here’s some insight on duopoly production . The chart below illustrates how duopoly production took off with the NEO and MAX. Adoption of these models, with their industry-leading fuel burn improvements, were…
The swing at Boeing since the start of the Kelly Ortberg era is quite dramatic. We have been saying Boeing is making a comeback for months as we track daily deliveries. Here is a big picture view of the past…
What is SAF? Sustainable Aviation Fuel (SAF) is a type of jet fuel made from renewable or waste-based sources – such as used cooking oil, agricultural residues, municipal solid waste, or even captured carbon dioxide combined with green hydrogen. Unlike…
Based on Boeing’s data update , here’s our updated model. Things are looking better each month. Notes: Boeing delivered 57 aircraft in August, including 42 MAXs and nine 787s These are outstanding numbers and support our much more bullish view…
GAMA, the General Aviation Manufacturers Association, released its shipments and billings report for the first half of 2025. Year over year, the industry had mixed results, with an increase of 8.4% in single-engine piston and electric aircraft and an increase…
This morning, Embraer revealed its newest customer, Avelo Airlines. Avelo ordered 50+50 E195-E2s, making this the debut airline for the E2 in the United States. This is big news for the airline and the OEM. We have two videos from…