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June 16, 2024

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The duopoly refers to Airbus and Boeing – between them accounting for at least 90% of new aircraft deliveries, month after month.  These two OEMs are very important companies. What happens to them impacts your world.

Until quite recently these two companies were relatively equal in terms of market share.  Game theory dictates this balance is the optimal way for the duopoly to remain stable.  Over the recent past this balance is gone, the duopoly is unstable and it is getting worse.  Look at this chart.

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Addison Schonland
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.