Here’s our updated model – remember the double-headed arrow expands viewing to full screen. No new orders Deliveries continue to be freighter and military-focused But with the imminent FAA approval for the MAX to re-enter service, we can expect deliveries…
Boeing reported its October orders and deliveries, including 12 more cancellations for the 737 MAX. Four of the canceled orders were from CDB Leasing, one from Smartwings (owner of Czech Airlines), three from Oman Air, and four from an undisclosed…
A report from TAC about a fifth-generation 737 has the industry abuzz today. Boeing’s reaction to the rise of the A321 has been ponderous. The MAX9 and MAX10 do not appear to have the payload/range numbers to beat the A321neo/LR…
The Boeing 737 MAX is expected to re-enter service by the year-end. What next? How confident can we be in the process of recertifying the MAX? How do Boeing and airlines get the traveling public to fly the MAX? Our…
The news reports in the Wall St. Journal that Boeing is planning a new large narrow-body aircraft to combat the A321 is interesting, both from timing and product strategy timeframes. With the MAX closing in on certification and a return…
Our monthly China updates with Professor David Yu in Shanghai. Our discussion focuses on COVID status in China. How is air travel recovering, and the development of travel bubbles. Finally, we discuss the state of China’s economy. This includes a…