Having updated new deliveries this morning, I noticed some items are worth sharing. We are 63% of the way through the year. Airbus The A319neo is likely the Airbus model with the poorest value over time. Is the niche worth…
The duopoly accounted for 94% through July The differences in new deliveries are rather stark Boeing has a good business in freighters (and military derivatives), but throttled-back delivery rates are damaging While Airbus numbers are better, by comparison, they are…
Air New Zealand reversed course on its climate commitments for 2030, dropping commitments made in 2022 for the 2030 time frame. The carrier revealed two major reasons for the change: first, the inability to source more fuel-efficient aircraft on a…
Airlines and lessors are frustrated by slow delivery rates on their ordered aircraft. We previously wrote a note discussing the recovering supply chain . As the year progressed, the supply chain appeared more stressed than we had thought. There is…
With June behind us, what does the data tell us? Below is our model for viewing. Subscribers can access the larger model. Transactions are running slower than last year as new deliveries have remained tight. Older aircraft that should have…
The chart below shows that June is the traditional period when new deliveries exceed 500 for the year. This year follows the tradition. But there’s something to note: Is the momentum the same as in previous years? We need to…