We wonder about either OEM hitting their annual targets
See page 8 for what we believe is the big story – single-aisle MoM deliveries. Airbus has this sown up, and the financial implications are enormous, as we explained yesterday. This table confirms what we have been hammering on about for months. Boeing is not offering what the market wants.
AirInsight New Delivery Model
A most interesting new delivery was two ACJ21 freighters for the Chinese market at month’s end.
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.