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Category Airbus

Getting ready for Paris 2023

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Prefer immediate full access? Subscribe for complete analysis + ongoing updates Want this applied to your fleet or portfolio? We can run a focused 15–20 minute walkthrough on the implications for your specific programs or risk exposure — or put…

Is Net Zero a mirage?

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Is Net Zero real or a mirage?  We’re leaning towards a mirage.  The promises made by airline leaders at IATA’s AGM in Boston in 2021 left us wondering.  None of those who made promises will be around to deliver on…

Diving into Airbus O&D numbers

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The recent numbers announcement warrants more attention. We think changes in Airbus’ order and delivery numbers reflect market views worthy of deeper analysis.  Orders data is gross and is useful for guidance as these are modified before deliveries.  Orders are…

Airbus May 2023 Orders & Deliveries

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Here’s the monthly updated model for Airbus May 2023 orders and deliveries. Notes: Deliveries hit 63 – the highest monthly this year. A321neo deliveries surged to 32.  Compared to 19 A320neo. Over half of May deliveries were A321neo. At eight…