Aircraft OEMs are struggling to ramp up production rates. The reason, again and again, is blamed on supply chain problems that peaked during the global pandemic. But that pandemic was six years ago. What has changed structurally and behaviorally to…
The world’s largest independent aerostructures supplier no longer exists. How does that change who gets to build airplanes? If Spirit is gone, how does anyone new get in? First, what happened? Boeing closed its $4.7bn purchase of Spirit AeroSystems on…
The aviation supply chain can be fragile. Just one missing component can stop aircraft production. As a result, major OEMs take their supply chains seriously. OEMs utilize dual sourcing and carefully manage outsourced work. An exclusive Reuters report last week…
France faces a meaningful risk of a sovereign-debt and political crisis. As of October 22, 2026, the warning signs are more serious than an ordinary period of weak growth. France’s debt stress leaves Airbus demand intact but puts its Toulouse…
In late May, GKN Aerospace halted production at its window factory in suburban Los Angeles, after an overheating tank raised fears of an explosion serious enough to evacuate 50,000 nearby residents for several days. The factory has since partially reopened.…
The big summer air show is days away. Farnborough week means headlines. These headlines will trumpet a resilient industry with apparently inelastic demand. Remember, orders are plans and hopes. But delivering on those plans is another matter. But what does…