Today’s key story is the expectation of an IAM strike at Boeing, as even their chief that negotiated the deal expects the rank and file to reject it, as we predicted in yesterday’s column when we indicated ratification isn’t a…
Here is our updated model. Notes: Orders—gross orders were 22, including 22 MAX for ElAl and 2 737 E7s. Meanwhile, Air Europa canceled one 787, including 3 ASC 606 Adjustments, which brings net orders to 24 or 122 YTD. The…
An exclusive report from Reuters indicates that Boeing is delaying the MAX output goal for its supply chain by 6 months, an indication that the company will be unable to reach its planned rates. With slow production, and suppliers producing…
It has been a busy weekend for Boeing news, most of which is good, but some generating concerns. On Friday, the Starliner safely returned to the New Mexico desert, unfortunately without the astronauts that will be stranded on the International…
Here’s the updated model. Two items warrant emphasis: the A321neo continues its march to single aisle dominace, and the A330neo may be entering its heyday replacing aging out A330ceos. Notes What is behind the tremendous A321neo attraction? Orders keep coming…
Boeing’s troubled Starliner remains a key topic in the news as it is scheduled to return home without astronauts about 6:01pm eastern time later today. Apparently NASA will try to avoid an overheating problem with the thrusters by rotating their…