The Boeing strike continues, and the bread-and-butter 737 line appears frozen. The damage from this strike is being felt across the supply chain, and the damage is severe. That severity grows daily. How long the supply chain will need to…
Today’s news items focus on the safety culture, or lack thereof, at Boeing, with multiple articles citing shortfalls, many of which were revealed again at Senate hearings looking at FAA oversight of Boeing. Some of the interesting revelations include workers…
The forthcoming Southwest Airlines Investors Day is going to be awkward and interesting. Things have not been going smoothly for a while. Elliott Investment Management created uncertainty when it took a stake in Southwest Airlines. Before this, Southwest experienced an operational meltdown…
Today’s key news indicates that it’s time to hunker down for a prolonged strike by the IAM against Boeing. Boeing, in a major mistake, provided their ‘best and final’ offer to the union, only to have it quickly rejected. Apparently,…
Today, news emerged that SMBC is the lessor for 20 A321neos ordered by United Airlines in April this year. The aircraft are from SMBC’s earlier order, with deliveries slated from 206 to 2027. This deal accounts for some of the 35…
Today’s news focuses on a “best and final” offer from Boeing to end the Machinists strike. That offer includes a 30% wage increase rather than 25%, restores an annual bonus that typically has been about 4% of annual wages that…