The most brutal area of commercial aerospace is the single aisle market. Competition between Airbus and Boeing is fierce. So fierce that new entrants rightly fear the news these giants are going to increase production. The pool may be growing…
Boeing announced an order from BOC Aviation for 50 737 MAX 8s, 30 737-800NGs and two 777-300ERs. The order is valued at $8.8bn at list prices. This is the largest in BOC Aviation’s 20-year history. “Following the successful placement of…
There is an increasing amount of news flow on the question of the replacement for the 757. Aviation Week’s Guy Norris put out a good story on the challenges this process has to go through. Of course the decision on…
Commercial aerospace is a long run business. The gestation of new programs takes years. Of late, add a few more years to the newer and vastly more complex aircraft programs. In studying the following chart, note how Boeing has started…
The two big OEMs tell us they have a ”natural” replacement for the 757 — the A321neo and 737-9MAX. Unfortunately, neither option appears optimal, as both fall short on range, payload, and runway performance. Is there a market for a…
Earlier this week Airbus’ Tom Enders made an interesting remark. Specifically: “Why should we spend large amounts of money when we can make significant incremental improvements?” Aerospace is risky and it is not getting less risky. Derivative aircraft are lower…