Boeing is driving the Duopoly’s recovery
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COMAC’s ambitious 2025 C919 production plans
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A Xmas day delivery update
We are still watching the elves at work, at least through yesterday. Nobody’s working today, as far as we can tell. Here’s an update from last night. Airbus : The spike in delivery days was caused by the much-delayed A350-1000…
Piercing the veil and helping the supply chain
Last summer, on the Sunday evening before the Farnborough airshow, we were at a “preshow” event hosted by Aibus. Several of the company’s senior leadership were present. Of the few speeches, one especially resonated. Christian Scherer told the assembled media…
December deliveries highlight supply chain issues
As year-end approaches, OEMs are struggling to meet announced delivery targets. Supply chain constraints drive this year’s struggle, a vestige of the pandemic’s impact that continues even years later. During the pandemic, OEMs, airlines, and the supply chain overreacted, causing…
November 2024 YTD Delivery estimates
Here is our estimate of YTD commercial deliveries through the end of November. Airbus The 2024 target is 770. We estimate 638 through the end of the month, which is 83% of the target. Can they do 132 in December?…