At the end of 2024, it is estimated that Boeing had 55 MAXs in inventory, of which 25 were for Chinese customers. Over the weekend, Boeing delivered three MAX 8s that had been stuck in inventory for a long time.…
There is no other way to see it; China blinked and the “Tariff Truce” is a convenient offramp. Here’s how we see it. Backdrop The chart below lists the domestic air traffic for the top markets, those with over 10…
Vietnam has approved the COMAC C909 for service in the country. Vietnam decided to recognize China’s CAAC certification as equivalent to that of the US. The country’s senior leadership must give final approval of this choice. The decision is not…
Airbus aims to raise its production and delivery rates this year. As of April 2025, Airbus is targeting the delivery of 820 commercial aircraft for the year, marking a 7% increase from the 766 aircraft delivered in 2024. First Quarter…
India and China have started the process of resuming direct flights, the Hindu BusinessLine, a financial daily, reported on Tuesday. In January this year the two sides “agreed in principle to resume direct air services between the two countries; the…
Before COVID or politics, there was a lot of air traffic between China and the US. This chart provides a good overview of the strange market dynamics that are playing out. In 2019, there were 4.3 million passengers. By 2024,…