1H25 Duopoly Delivery Trends expose challenges

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On December 10, via X, Boeing stated: “We’ve restarted 737 production after weeks of methodical preparation to ensure our teams, parts and factories are ready. Our production team loaded fresh 737 MAX fuselages into the Renton factory, and teammates who…

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…