Boeing Discussion and Near-Term Narrowbody Strategy
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Tag A321
Insight- Wednesday 15 April 2020: The Other Side – Part 6: A Changing Aircraft Mix
News: After 9-11, it took six years for airline traffic to fully return. With the coronavirus having a deep impact worldwide, airlines will be looking carefully at the mix of aircraft in their fleets. As they look forward expecting lower…
Insight Monday 17 February 2020: Airbus Narrow-body Deliveries Fall Short with Significant Delays
If it were not for the grounding of the Boeing 737 MAX, the slow delivery process for the A320neo family would be the headline for the industry. Last month, the company delivered 18 A320neos and only 6 A321neos, with only…
Insight Wednesday 15 January 2020: Airbus focusing on automated manufacturing that Boeing must match
The news today is that David Calhoun begins his tenure as Boeing’s CEO after being a long-time member of the Board of Directors, replacing Dennis Muilenburg. The challenges he will face are daunting, as the company remains in the midst…
T-100 Update confirms the decline of the 757 and ascendance of the A321
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)…
Insight: Friday 27 September: This Week for the Boeing 737 MAX
It is Friday, so let’s review this busy week in the world of the 737 MAX. A lot has been revealed about the crashes, Boeing’s internal safety upgrades, their future production plans, additional recommendations and lawsuits. The NTSB, in…