In addition to the two videos posted below, here’s the third and last one from this week’s briefing in New York. While the others were also available on the live stream, this session was not, making it quite different. The…
Fuel costs are an airline’s most significant exogenous input. They are impossible to control (hedging can only do so much) and can throw out any budget planning overnight. Here is a data visualization of the US airline industry using Form…
The air travel world has moved towards Open Skies. The US is the most significant air travel market, with many such agreements. What do markets look like, and crucially, how has this worked out? We used the I-92 (APIS) data to…
Boeing has published their data, and we have updated our model. Notes: Gross orders were 63, including 40 MAX from Avia Solutions Group, 40 options, six MAXs for another undisclosed customer, and 10 787s for LATAM. Seven 777Fs were for an undisclosed…
Here’s the updated model. Notes: October saw 62 deliveries and 559 YTD. The YTD number is precisely the same as last year’s, and the 770 delivery target looks ambitious. Last year, there were 176 deliveries during the final two months…
With Donald Trump now the President-Elect, what will a Trump administration mean for Boeing and the rest of the aerospace industry? The answer centers around tariffs, renewed trade wars that could threaten international sales for Boeing, and arms exports from…