Boeing’s Numbers
Yesterday Boeing released their 2015 O&D numbers. Let’s look at the numbers. First a chart to show the scale of O&D changes between 2014 and 2015. We excluded the BBJ numbers from the chart but have them in the tables…
Category Aerospace
UTC’s payment to Canada
United Technologies issued an 8-K today disclosing it is taking an ~$870m pretax charge in 4Q15. This is because it negotiated the end of a royalty payment agreement between Pratt & Whitney Canada and the Canadian and Québec Governments. P&WC…
Oil – Demand and Supply
We are currently seeing oil prices fall as the world seems awash in oil. By any reasonable view, supply exceeds demand. How true is this? The International Energy Agency estimates global demand for crude at 96 million barrels of oil…
Premium #201 – An Outlook for 2016
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Japan and India agree seaplane deal
Japan has agreed to deliver a dozen US2 seaplanes to India’s Navy. The $1.65Bn deal has been percolating for some time. The Indian aircraft will be known as the US-2i. With the same capabilities as the Japanese US-2, some equipment…
ANA buying A380s
A report from Japan says ANA is buying three A380s. On June 21 2015 we wrote about how we thought the Skymark bankruptcy would play out. We asked Intrepid Aviation for feedback and wrote about that too. As we noted…