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The strong dollar and MAX order risk

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 several emerging markets due to...

Airbus lead at the low end of the middle of market growing

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 of the market.  The combination was powerful...

737 vs A320 – the quarter century race

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 say it, improved Boeing. Take a look at...

The apparent insatiable demand for commercial aircraft – a look at fleet size and aging

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 an analysis of the fleet size and...

A320neo fleet

It appears Airbus has started to get engines at better rates and is moving aircraft out of the FALs and into service. ...