Airbus has an FAL in Tianjin, which gives the OEM access to one of the world’s fastest-growing travel markets. Last March, this FAL delivered its first A321neo. Airbus points out: “Inaugurated in 2008, the FAL in Tianjin was the first…
American was once the home of more MD80s than any other airline—over 300 at its peak. In 2011, the airline threw its fleet cat among the pigeons. At the time, this was a gargantuan order not seen before. The requirement…
Last week, AirInsight published an estimate of the value of Airbus’s advantage in the single-aisle market. There were two key numbers: AirInsight estimated Airbus has an average of $2.7m per aircraft delivery and that Airbus has, between January 2021 and…
An unstable duopoly is dangerous for the industry. If you need confirmation, do a quick research on game theory. That should end your skepticism. Our view about the unstable duopoly is based not only on the data we are about…
There was an often-repeated statistic not too long that said Airbus’ A321neo was outselling the MAX 9 five to one. Well, that number has contracted. Airbus’s single-aisle MoM advantage shrinks every month. The MOM subject is something we focus on…
How big is the market for the Single-Aisle MoM?