Embraer’s 2021 results

Embraer’s 2021 results

Embraer announced its 2021 year-end results this morning. Like all these calls, there is a desire to make the best of the situation and be upbeat.  But in the case of Embraer this may not be wishful thinking.   2022 guidance is deliveries of 60-70 commercial aircraft...
eVTOL commitments – bubble or not?

eVTOL commitments – bubble or not?

The past year has seen a plethora of announcements from the handful of eVTOL OEMs.  With these announcements one has to ask, is there a bubble? There are some big players on the OEM side of the business – Airbus, Bell, and Embraer among them.  Boeing is involved...
How big is the US eVTOL Market?

How big is the US eVTOL Market?

The US domestic eVTOL market should, in theory, be massive.  US air travel is mature, while road traffic grows worse with congestion increasing on decaying road infrastructure. The option of being able to literally fly over the clogged, and broken, roads should cause...