As Boeing progressively emerges from the MAX disaster and rebuilds its product strategy, our attention has recently been focusing on the post 767 era. We characterize the 767 as an anchor aircraft - a system that serves many purposes and is an essential component to Boeing's commercial and defense market shares. However, the expiry date is coming up and Seattle needs to take a decision about the
We attended the NBAA convention in windy Las Vegas over the past couple of days and are returning to the office with stronger than expected sentiments of uncertainty.
While the mood of the industry is striking a definite positive tone, we are equally cautious about the deteriorating state of a supply chain that remains deeply woven in other segments of the aerospace and defense industries. However, the demand outlook for business aircraft in the near to medium term remains strong and is primarily driven by social and economical circumstances. This is not a demand cycle associated with
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