The Duopoly remains unstable

The Duopoly remains unstable

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...
The 787-10 revisited

The 787-10 revisited

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...