Observers of the commercial aviation space would do well to study game theory. First, because it helps to better understand the choices facing the two primary players. Second, because it helps one better comprehend possible next steps and the downstream impacts they...
In February 2017 we took a look a the 787-10 and it’s natural competitors. We remain of the view that the 787-10 is a highly attractive aircraft with great operating economics promise. In 2017 we saw a “sizable market”, but then 2020 came along and...
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) the 757 is losing to the...
Boeing invented the Middle of Market (MoM) with its 757 and 767. These two aircraft fit the need and there was nothing to compete with them. Both models developed into families. While the larger 757-300 was an oddball but still operates and is in some demand. ...
The Boeing 767 was something of a disruption when it entered service. It came as part of a family with the 757. Boeing quickly added to the family and ensured the 767 rapidly took over the market in the middle segment. The aircraft’s future is as a freighter...
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