China is the second-largest commercial aviation market, making it a critical bellwether. The grounding of the MAX played havoc with Boeing’s deliveries, but that restriction has eased in China, and deliveries are moving again.
Here’s a view on the slow rebalancing of the duopoly in China. Delaying Boeing MAX (and 787) deliveries had a big impact. The missing single-aisle were MAXs.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
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