Several times we have put out notes about the MoM segment. In every case, we noted the strength at Airbus and the weakness at Boeing. The issue is getting worse and, by all appearances, the Boeing situation is getting worse. This is deeply troubling. Not because we...
Delta Airlines has long been the US airline that flies the wings off its aircraft – they do not chase the new models at entry into service. Over the recent years, Delta started a fleet renewal process that saw them become the C Series “anchor...
We’ve written about this before. (here and here ) At the risk of boring readers, we have another post on the subject. Why another one? Because we see the heart of the market is moving and becoming less stable. It used to be all about the 737-800 and A320 at...
At the recent IATA AGM, United’s COO Andrew Nocella shared a concern with Flight Global. Essentially United needs to replace two types by the end of the decade – the 757-300 and the 50-seat RJ. The concern expressed is not as much of a problem for other airlines and...
Observers of the commercial aviation space would do well to study game theory. First, because it helps to better understand the choices facing the two primary players. Second, because it helps one better comprehend possible next steps and the downstream impacts they...
AirInsight is the boutique aerospace media and analysis team and part of AirInsight Group LLC.
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