Background Our team discussion and near-term narrowbody strategy focusing on Boeing ’s next moves. Ernie Arvai, President of AIG characterizes Boeing’s position as such “Boeing is in a precarious position in the narrow-body market. Airbus now has a 60/40 market…
Another flutter of news seems to suggest that Boeing is back at work on the NMA. This project has seen waxing and waning over several years. The industry chatterati agree on one thing – Boeing must do this project. Let’s…
For some time the single-aisle market has been commoditized. It’s all about the lowest production costs and the fastest deliveries. Airbus and Boeing have managed this process so well, to date, nobody has been able to break the duopoly. The…
In the end, aircraft deliveries are a more important metric than orders. Customers sometimes order a cheaper, smaller model, especially in the single-aisle market, and then upsize when the aircraft is ready to build. The single-aisle market carries (by far)…
United was the holdout, a firm Boeing customer, with MAX9s delivered and MAX10s to come. But the outcome is that these larger MAXs cannot do what the airline needs. The world has moved on and the 757 cannot soldier on…
The US DoT published its latest T-100 August update. This allows us to update our Middle of the Market model. Typically these models are subscriber-only. But we decided to share this one because it demonstrates two important data points: (1)…