DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
June 15, 2024
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First, on December 22, we here Brazil’s President will not consider “transfer ownership”.  The next day, Brazil’s Workers Party called any deal between Embraer and Boeing “an aggression against national sovereignty.”

But despite the nationalistic knee-jerk reaction, the reality is dawning in Brazil.  Absent a deal with Boeing, Embraer will not compete as well against the combination of Airbus and Bombardier.  Boeing knows this, which is why it started the conversation.  One can imagine the scenario Boeing is painting in Brasilia.  They do not need to be as effusive in San Jose dos Campos because the management at Embraer can see right away how the market will shift.

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Addison Schonland
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.