UPDATE – Boeing has lowered the full-year guidance of 737/MAX deliveries to 375 to 400 aircraft, down from the original target of 400-450 deliveries in 2023. Necessary inspections and rework in multiple areas on already produced aircraft are taking so much…
The neo and MAX families keep Airbus and Boeing chasing higher production rates as supply chain constraints plague the industry. Are they performing well enough to justify the industry’s continued record orders and backlog? To answer that question, we turned…
UPDATE – Lufthansa is closing in on an order for some eighty narrowbody aircraft. Half of them will be for City Airlines, the new subsidiary that Lufthansa is establishing as a new feeder airline for its European operations. City Airlines…
Yesterday, Reuters reported Lockheed Martin withdrew from the U.S. Air Force’s tanker competition. Airbus teamed with Lockheed as the prime contractor in 2018, offering an A330 MRTT. Airbus said it will pursue the competition without Lockheed, We have not covered…
You have airline leaders who mind the store. And you have airline LEADERS who leave a lasting impression, a real legacy. Men like Juan Trippe, Robert Crandall, Herb Kelleher, Sir Tim Clark, and – I dare to say – Michael…
An unstable duopoly is dangerous for the industry. If you need confirmation, do a quick research on game theory. That should end your skepticism. Our view about the unstable duopoly is based not only on the data we are about…