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Don’t expect a quick recovery and watch out for the damage yet to come

by Addison Schonland | Apr 2, 2020 | Aerospace | 0 comments

This is a conversation you probably will not enjoy watching. Bill Blain, strategist at Shard Capital in the UK offers a stark review of where we are and the tough road going forward.  Before we come out of the contagion, we are going to see things get a lot worse. ...

Daily Insight – Thursday January 31, 2019 – Qatar converts ten A321neos to LRs

by Addison Schonland | Jan 31, 2019 | Aerospace | 0 comments

News Qatar Airways is the latest airline to convert A321neos to the LR model, switching ten of its 50 on order.  Qatar Airways plans use the A321LR to connect Doha to growing markets where current demand is insufficient for wide bodies or where current single-aisle...

Daily Insight – Wednesday January 30, 2019 – 2019 looks tougher

by admin | Jan 30, 2019 | Aerospace | 0 comments

News Two leading sources of airline analysis are predicting that 2019 is going to be a tough year.  IBA.aero has this insight. And Ishka has this insight. As Ishka’s Eddy Pieniazek succinctly notes, “Nearly 20% of the airlines tracked by Ishka are entering...

Daily Insight – Monday January 28, 2019 – Boeing Capital

by Ernest Arvai | Jan 28, 2019 | Aerospace | 0 comments

News Boeing Capital is considering offering Islamic financing options for its aircraft, in conjunction with a partner bank or financial institution to create a Shariah-compliant offering.  While this project is in its early stages, “it will be Islamic content and it...

Daily Insight – Tuesday January 29, 2019 – From duopoly to cartel with a commodity product

by Addison Schonland | Jan 25, 2019 | Aerospace | 0 comments

News As Airbus absorbs the C Series and Boeing starts to absorb the E-Jet, we will move from a duopoly to a cartel.  Both Airbus and Boeing are even buying up parts of the supply chain.  Rather than depend exclusively on third parties, we see the two big OEMs de-risk...
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