DBEA55AED16C0C92252A6554BC1553B2 DBEA55AED16C0C92252A6554BC1553B2 Clicky
December 1, 2023
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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 to share – we heard the Airbus CEO talk about this years ago when the MAX had its first hiccup.

The single-aisle MoM segment is the heart of the duopoly’s instability.