AIR ANALYST NOTES

Our topic for June are the WTO, Airbus and the resilience of business aviation, particularly in North America.

As the the pandemic is unevenly subsiding globally,  commercial air transport markets are beginning to recover strongly in North America, Europe and most of Asia.  However,  this growth hiatus will likely perdure into 2022-2023 for…

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Much has been discussed recently about the beleaguered FCAS (Future Combat Air System).  France and Germany are currently trying to find a solution before the end of April, ahead of the much-discussed Bundestag elections in September..  While the two parties appear to be deadlocked about FCAS work shares, and while the situation appears problematic to solve in the near term, some solutions are being developed to meet the crucial agreement deadline and ensure that prototypes and systems are on track for the second half of the decade.

We review some of the key stories for the week of March 1, 2021

Today’s conversation is centered around the issue of competitiveness of some of key NA commercial clusters post-pandemic.  We are joined by Bruno Ferrand of Nect2US,  Bruno has a long and distinguished career at Airbus and Latécoère.   

It is clear that we are about to enter the most challenging phase of the pandemic crisis – consequences. A good dose of financial support was injected in the economies of Europe, North America and Asia in the spring/summer of 2020, but the tank is running low on those solutions.
Our key concern for the supply chain is the lingering effects of the government

In these market and highly volatile geopolitical environments, predictions for 2021 are complex. As Defense Secretary Rumsfeld famously coined: ‘unknown unknowns’ are simply piling up too fast and in too great numbers. The possible has become the probable and the situations, either political, societal or medical simply are too dynamic for analysts to precisely formulate a path forward

We host a discussion about 2020 and its far reaching consequences. This is part 1 of our annual review and outlook. The next note will focus on what we expect in 2021 in terms of production, market and competitive/supply chain dynamics.

Quick note. Let’s set the record straight – we are still calling it NMA,  may be NMA light,  but let’s use NMAv2 until the nomenclature is official.

News circulating that Boeing is again engaging with airlines in the definition of their future aircraft is really no surprise,  it is actually a relief that customer engagement is moving from the tactical to the longer term.  These interactions are frequent and are part of the ongoing conversation between OEM and customers.

What is however interesting is that Boeing is still pretty much following the Mike…

The world, and our aging United States appear to be under the influence of the “System of Doctor Tarr and Professor Fether” lately (aka the system of soothing – check your Edgar Allan Poe for an explanation). In between multiple customer engagements, our team sat down “virtually” last week to discuss the evolving crisis and attempt at striking a more positive and forward thinking tone about what lies ahead (yes, the Earth and the Sun do indeed continue their gentle cosmic dance and, as we like to say it often, “this too shall pass”).