These are our picks for a tumultuous last market week. As usual, all content is external and as such is not covered under AIR Privacy policy except for our comments. We quote former President Bill Clinton’s strategy adviser, James Carville who famously declared in 1992 that “It’s the economy, stupid”. Read more…
These are our picks for this week. As usual, all content is external and as such is not covered under AIR Privacy policy except for our comments. Economics Much is unfolding. Post pandemic events were always going to be tumultuous at best as we had anticipated back in April 2020. Read more…
REALITY DENIAL: A subconscious defense mechanism characterized by refusal to acknowledge (or rationalization of) unwanted or unpleasant facts, realities, thoughts, or feelings.
2022 has been shaping up to be an erratic year for the markets and for the Boeing company in particular. Under our initial scenario, we had been assuming that Boeing would eventually go back to optimal rates of 21 aircraft (or about) per month for each of the Renton FAL lines by 2025. The maximum achievable production rate would be circa 63 aircraft per month, representing about 756 aircraft a year. This number is indeed actually slightly higher potentially depending on the staffing/supply chain output capabilities.
These are our picks for this week. As usual, all content is external and as such is not covered under AIR Privacy policy (We have to say that because of Sacramento and Brussels, mostly.)
Economics
We open up with a piece from the Wall Street Journal addressing the impact of the imprudent monetary policies from the Fed and other central banks over the past
More results for Q1 2022. This time we cross the ocean to hear about the situation at Airbus Group. Let us start with some good numbers for the group as a whole. These are very solid numbers, particularly operating margins. The backlog remains strong with slots available for “prime” customers if needed. The projected 3-6 months delay for the
This new note is dependent on external contents that we believe are worthy of mention. Each Recenseo (Review) will cover 6-8 topics: OEMs, Supply Chain, Commercial Markets, Defense Markets, Economy, Geopolitics and Technology. All content is external and as such is not covered under AIR Privacy policy (we have to Read more…
The Q1 2022 result of the Boeing are nothing short of concerning. The chronic, poor execution with commercial and defense programs has fundamentally company resources issues at its very core.
No matter what the leadership was trying to explain during last week’s call using rationalities ranging from the pandemic, inflation and regulators, this crisis is increasingly looking like it is essentially self-inflicted.
This is our full presentation from the ADSS business seminar on the first day of the supplier event in Seattle.
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The current Russian armed forces offensive operations in the Ukraine provide a tragic opportunity to not only assess the performance of equipment in the field but also to analyze the interoperability of the Russian elements involved in the conflict.
Russia’s goals are not only military – the main secondary goal is to further reshape and redirect the past three decades of politics and trade with the West
The Russian commercial aerospace industry global access is already limited and exports will be impacted minimally as it restructures and strengthens relations with partner nations
Russia can redirect its efforts towards China. The maturation of these efforts will be effected well after the Ukrainian crisis is over and sanctions likely have evolved or are altogether suspended
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Happy New Year Please note that AIR is now partnering with Patriot Industrial Partners (PIP) The AIR-PIP partnership defines a strategic intent and the creation of a strong value proposition in a partnership aligned with our customers” business requirements. As our five year association with AirInsight comes Read more…
As 2021 draws to a close, it is now customary for our team to review events that have affected our industries in the past twelve months and provide you with our expectations for the coming calendar year. While our ability to measure accurately the impact of the pandemic has somewhat limited our near-term analysis (yes, the pandemic has made near-term predictions more of a challenge than long-term’s), we believe that the near-term outlook is entering a new phase, with different and perhaps elevated levels of threats and risks. We have borrowed the title of this note from the Monty Pythons to illustrate our point; what may come to this industry and the economy might be indeed completely (and unpleasantly) different in 2022.
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We have updated our Commercial Market Outlook to 2035 in the wake of the Dubai Airshow two weeks ago. For those with access to our forecast products, the complete dataset can be found in the Forecast Services section of our site. Here are a couple of the key slides from the report
This note is an update of our 2020 data for the 737 MAX RTS and we also expand our order and production forecast for 2030 and beyond.
Bank of America (BofA) and Aviation Week have issued a detailed analysis of airline requirements for a new Boeing aircraft this week. The study is a more customer focused follow on to previous BofA notes on the topic of the next BCA middle of the market offering. The key points of the studies are:
The current Boeing narrowbody offering is perceived as inadequate
Roughly half the airlines contacted want the new aircraft by 2027
Propulsion readiness remains a challenge for a…
