August Duopoly deliveries highlight instability
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Today’s key story is the expectation of an IAM strike at Boeing, as even their chief that negotiated the deal expects the rank and file to reject it, as we predicted in yesterday’s column when we indicated ratification isn’t a…

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Reuters broke this story early this morning. Sources told Reuters that the latest 737 supplier master schedule communicated to the industry calls for MAX output to reach 42 a month in March 2025, compared with a previous target of September…

An exclusive report from Reuters indicates that Boeing is delaying the MAX output goal for its supply chain by 6 months, an indication that the company will be unable to reach its planned rates. With slow production, and suppliers producing…

The aviation industry maintained its upward trajectory in July 2024, with passenger demand surging by a robust 8.0% year-on-year. This growth, coupled with a 7.4% increase in capacity, resulted in a strong load factor of 86%, reflecting a continued surge…