The rising US Dollar is not a pleasant outcome for airlines and lessors who have orders for the MAX. In June CNBC reported that Moody’s Investor Service said a strengthening US dollar since mid-April has increased the credit risk of…
The long gestation period of Boeing’s NMA has to be hurting. This chart shows how over the past 20 years Boeing steadily lost on the remarkable lead it had with the 757. Boeing’s 757 and 767 virtually invented the middle…
It is amazing to think that these two aircraft families have been competing for every deal for 25 years. What is really interesting is to see how this race has evolved. More specifically, how Airbus has impacted and, dare we…
Along with several other industry analysts, we have often wondered when the demand for aircraft will slow down. There seems to be an insatiable appetite for more and more among airlines. How long can this go on? We undertook…
Let’s start with the chart. Bloomberg offers this analysis of the latest numbers from Boeing. Yes, Boeing is struggling with the supply chain and so is Airbus which delivered 65 single-aisle aircraft in July. How did Airbus do so much…
It appears Airbus has started to get engines at better rates and is moving aircraft out of the FALs and into service. But what does this mean in terms of the fleet in service and outstanding orders? We developed these…