In our previous story, we looked at the big picture of relative fleet size and age. Now we dig deeper into the age issue and see where there are opportunities for the OEMs to refresh fleets. This is again becoming…
China is now thought to the biggest commercial aviation market. As of 2Q18 China had 3,776 active commercial aircraft compared to the USA with 7,749, making the USA a comfortably larger market by fleet. Asia as a whole had 8,771…
The rising US Dollar is not a pleasant outcome for airlines and lessors who have orders for the MAX. In June CNBC reported that Moody’s Investor Service said a strengthening US dollar since mid-April has increased the credit risk of…
The long gestation period of Boeing’s NMA has to be hurting. This chart shows how over the past 20 years Boeing steadily lost on the remarkable lead it had with the 757. Boeing’s 757 and 767 virtually invented the middle…
It is amazing to think that these two aircraft families have been competing for every deal for 25 years. What is really interesting is to see how this race has evolved. More specifically, how Airbus has impacted and, dare we…
Along with several other industry analysts, we have often wondered when the demand for aircraft will slow down. There seems to be an insatiable appetite for more and more among airlines. How long can this go on? We undertook…