With OEM facing unstable supply chains and big airline customers pushing for deliveries, is there any pattern in the data that suggests priorities? What are airlines and OEMs focusing on? Looking at the US airlines, we see the following.
AirInsight
Through yesterday, Airbus delivered 121 airplanes to Boeing’s 69. There’s a well-understood Boeing volume story, and that story has gotten a bit worse over the past two months.
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.
