Duopoly Faces Steep Climb in Late 2025



With the July numbers published, here’s our updated model keeping the Duopoly score. The recovery at Boeing is gathering pace, much to the relief of the entire supply chain and Airbus. Of special relief is China taking its long-parked MAXs. …

With another month end behind us, what’s the score look like among the aircraft OEMs? This is likely an interesting item for many. As usual, we’ll start with a model. This model is publicly available and updated daily. We believe…


As we head into the year’s big air show, expectations keep evolving. The Middle East conflict impact is playing out as this is written. Where this goes, nobody can be certain. The Air India crash is still reverberating, too. These…
