AIR COGITATIO

Today’s quick estimate is about Boeing end of year production and delivery outlook.

Boeing numbers will, obviously, be greatly affected by the 737MAX.

It is undeniable that Boeing is facing its most serious crisis since its creation.  While we have not yet elevated the current MAX and 777X issues into the “existential” category, any grounding of the 737MAX extending into the 3rd quarter of 2020 will certainly warrant reexamination of our opinion.

While we are preparing a new note on the issue of China and Boeing, we felt it appropriate to interject on the issue of NMA.  While we have remained generally positive about the design and potential time to market, the MAX crisis has uncovered visible cracks in the timeline…

There has been a flurry of well orchestrated articles over the past few weeks denouncing Boeing ‘s business decisions and practices  (this one and that one are two prime examples).   This is a direct result of the MAX crisis,  with the mainstream media in particular growing increasingly interested in the story, mostly because the controversy factor is having significant traction with the public and thus cannot  be ignored.Regardless, we find the timing of the stories most interesting, and we generally believe it to also be an…

The more we read about the escalating tensions between the United States, the People’s Republic of China, and the rest of the world, the more we begin to wonder about the next level of unilateral action that could be taken by any of the participating actors…

A perfect white swan,  we knew this was a distinct possible scenario and it has indeed materialized.The Parker planned acquisition of Lord is the latest in a series of consolidation that has been characterizing the aerospace industry ever since the change of production pace and supplier strategies at Airbus, Boeing and other OEMs.

In the dispute that currently opposes Turkey to the United States with the possible acquisition of S-400 (C-400 Триумф) from Russia,  the options available to Turkey to remedy to the operational and industrial impact of leaving the F-35 program could appear plentiful,  but are they? For Turkey, this is about making choices at several different levels: geopolitical, operational, industrial and thus could lead to a reset and repositioning of the country’s role inside or outside of the NATO alliance.

Boeing’s results are out and these were particularly interesting due to the current crisis facing the commercial division’s best seller 737MAX aircraft.Issue 1: Securing regulatory approval for the MCAS software fix will be a test of a) Boeing’s processes and b) international certification requirements.  b) will not go smoothly because of

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