Michel Merluzeau

No, Dennis Muilenburg does not need to go for his role in the MAX crisis, it would be an oversimplification. The question that can be legitimately asked however is if he is the best person to lead the Boeing company out of that crisis. As a CEO, his performance has been impressive, and he has led the company to new financial and transformational heights.

However, the perception has changed considerably and what needs to be done at Boeing next perhaps necessitates a new approach. It is up to the Boeing board to decide on the appropriate course in that regard. The changes presented, in particular with the new Aerospace Safety Committee and the Product and Services Safety organization, should be enough to…

We make a point to attend materials events regularly enough to keep a close eye on this increasingly critical (and exposed) piece of the aerospace supply chain. For those seeking additional insights about the health of the aerospace supply chain, we highly recommend the survey conducted by

The attached presentation will provide an overview of the Boeing production outlook and enterprise issues of importance as of late September. This material was presented during a call organized by Desjardins on 2 october.

We have certainly not been shy with the number of AIR notes (1,2,3,4) addressing the multiple trade disputes over the past three years.  The news that the WTO has reached a decision on granting the United States the right to impose between $6 to $9 Billion in tariffs on a wide range of EU exports worth $25  Billion,  is adding to our tally of trade related analysis. The end is…

This note looks at the expected production of commercial aircraft(>100seats) and their known or expected material choices (Fuselage/Wings).

Our latest estimate shows that Boeing is facing a decline in revenues as the 737 production declines from 2024-25. Services should be able to fill in for a part of those declining production revenues, however the MAX grounding postpones such revenues by at least two years. Furthermore, this estimated revenue gap far exceeds our projected…

The 737 MAX crisis provides an opportunity to reflect on many issues beyond the aircraft’s difficulties and shortcomings. While we have voiced our concerns about the multiple opinion pieces that have populated the media sphere and the obvious campaigns orchestrated by selected groups to discredit Boeing senior management, there are nevertheless some valid elements worthy of examination.

This research note will be divided in three major sections; the first one will examine multiple scenarios for MAX return to flight. The second one will assess the 737 crisis and its impact on Boeing’s enterprise commercial strategy. Finally…