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Boeing O&D through June 2020

Norwegian Boeing787

Here’s our updated model for June based on Boeing’s most recent update. 2020 continues to be a nasty year. Page 2 shows how much worse than in 2019. Military orders for P-8 match 787-10 orders The 787-9 is by far…

1Q20 US Airline Fleet Numbers

Parked Boeing

Take a look at just how much damage COVID has done to US airline fleets.  The fleet data we have is through 1Q20 and, as we know, it only got worse since then. Much worse.  Bear in mind that several…