by Addison Schonland | Apr 29, 2021 | Airlines |
The US airline industry is in the midst of a significant fleet update – the pandemic was too good a crisis to waste. The shock to the industry may have caused chaos but fleet planners had a chance to hit the reset button. The industry is not likely to look the...
by Addison Schonland | Dec 22, 2020 | Boeing |
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...
by Addison Schonland | Feb 20, 2020 | Raytheon Technologies |
There has been a flutter of news about GE expressing interest in powering the A330neo. The news coming out now suggests discussions which, we understand, have been taking place for some time. There are significant implications to this. Let’s break it down by OEM....
by Addison Schonland | Dec 4, 2019 | United Airlines |
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 forever in passenger service. Doing a couple of...
by Addison Schonland | Nov 25, 2019 | Aerospace |
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...
