2017 MAX and NEO

Last year saw Airbus and Boeing push single-aisle deliveries. Airbus was in its second year delivering the A320neo and its first delivering the A321neo. Boeing started delivering its MAX8. Switching from the previous version to the new version has its challenges at...

Pondering the US DoC tariff on Bombardier

If one limits the active airline passenger fleet In the United States to between 100-150 seats, then as of 2Q17 there were 1,671 aircraft.  Of these, 699 were Airbus, 794 were Boeing and 178 were Douglas.  Please bear in mind that even as we are in the 3Q17, the data...

The big duopoly race

If we take the latest numbers through the first half of this year we note that Boeing has moved decisively ahead in orders.  Airbus is at 203 YTD compared to Boeing’s 421.  What do the data suggest is going on? Boeing’s twin aisles are selling better.  The...