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March 20, 2025
Boeing

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Today’s key news are rumors of another Emirates freighter order going to Boeing for the existing 777F, and a competition opening for future freighters with A350 against the 777X.  Given the long delays in the 777X program, and engine durability issues with the RR Trent powering the A350F, this won’t be a pleasant choice for Emirates.

In the interim, a number of airlines are complaining about curtailing schedules due to delivery delays, with Ryanair and British Airways the latest.  Ryanair will likely receive less than half of its 30 scheduled MAX deliveries, while BA is suffering from engine issues with the 787 as parts for maintenance are in short supply.  Both customers are not happy, as is Emirates with the 777X delays.

The impact of the Boeing strike is being reported internationally.  This report from Greece suggests that Boeing is preparing for war with its own employees.  The old Boeing culture remains alive and well despite a new CEO.

Aircraft delays are forcing airlines into MRO on older fleets.  Delta, which initially planned to introduce a new cabin with their MAX 10s or order are instead refurbishing 20 year old 757s, which will remain in the fleet a bit longer since deliveries have now been pushed to 2026 at the earliest.

Finally, an interesting video speaks about what the Boeing strike means for Americans, including potentially higher air fares as aircraft shortages increase, and why labor unions are frustrated after taking concessions in prior contracts.  

Links to today’s key stories follow:

  • Emirates considers Airbus 350 and Boeing 777X for new freighter order – The National
  • Emirates orders more Boeing 777F freighters, sources say – Reuters
  • Ryanair says Boeing delivery delays to slow growth next year – BNN Bloomberg
  • British Airways flights: airline cancels hundreds of flights this winter over Boeing 787 engine issues and shortage of planes – National World
  • Boeing is preparing for war with its own workers – Greek Reporter
  • What Boeing’s massive financial crisis means for you – CNN via Yahoo
  • Delta unveiled a fresh cabin design as it modernizes aging planes amid further delays to new Boeing jets – Business Insider

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Ernest Arvai
President AirInsight Group LLC

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