The Duopoly’s August 2025 – snakes and ladders

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As if world events were not causing enough anxiety, here’s another data point to add to your aggravation. It looks like the duopoly is experiencing a delivery slowdown . The close pattern from the duopoly is, shall we say, interesting. …

With the combined data sources updated, here’s our summary. Subscribers can access the 17-page detailed model. Delivery market share reflects the instability of the duopoly, which is bad because an unstable commercial aviation duopoly impacts global air travel and cargo.…

It’s the last day of the third quarter, and here is our preliminary new delivery tally for the month and YTD. Boeing might deliver something today, but we’ll only know tomorrow, and it won’t move the numbers much. We project…

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