DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
May 28, 2024
Care to share?

This week we have seen two good sources discussing how Airbus is likely to respond to a potential new Boeing.  The Reuters story is here and the CNN story is here.   Both these stories lay out clearly how the two OEMs are working through this process to outwit each other.  This is the game theory at work with serious, big money, stakes.  What will be powering these aircraft is the place to be watching.

What is less discussed at this early stage is that there are no engines that can power these two aircraft.  But all three western engine makers are going to chase these two aircraft programs.   The stakes are big for them, too.  Winning a spot on one or both programs provides the payback on high-cost R&D.  It also means staying in the business.  Failure to win a spot can be a disaster.  Consequently, the knives will be razor sharp and the fight will be brutal.  Nobody will give, or expect any quarter.

author avatar
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.