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Implications as new delivery rates fade

supply chain management

Airlines and lessors are frustrated by slow delivery rates on their ordered aircraft. We previously wrote a note discussing the recovering supply chain . As the year progressed, the supply chain appeared more stressed than we had thought.  There is…

COMAC begins work on C939 wide-body aircraft

2024 05 14 110010

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COMAC expanding factory capacity for C919

2024 05 08 152340

Prefer immediate full access? Subscribe for complete analysis + ongoing updates Want this applied to your fleet or portfolio? We can run a focused 15–20 minute walkthrough on the implications for your specific programs or risk exposure — or put…