4 ms·

Between this and Scott Kirby (United CEO) saying they're removing the MAX10 from future planning, Boeing is in serious trouble, and Airbus should definitely bre

• rogerbinns 3y ago
  It doesn't really help Airbus. Their production lines are sold out for ~7 years. They expect to increase production over time, but there is a long complex supply chain, so it is a slow steady uptick, not a rapid change. (Rapid changes are also how you stress suppliers financially and cause quality issues.) Then engines on some Airbus planes are having supply problems too, and existing engines are requiring more maintenance and earlier parts replacements than expected, leading to grounded aircraft. It is very normal for airlines to mention the manufacturers, because that is how they do price negotiation.
  • chris-orgmenta 3y ago
    I think this is a huge win for Airbus. Extra market barriers to entry, a hobbled competitor, a now (relatively) outstanding brand, eyes diverted from them, 10 years head start / catch-up, lessons to be learnt from Boeing, solid backing from shareholders, etc.
  • hughesjj 3y ago
    I mean, afaik Airbus didn't overtake Boeing until the mcas issues and have done so consistently since then I'd imagine this will extend the saturation of demand for Airbus if nothing else https://dsm.forecastinternational.com/2019/01/15/airbus-and-boeing-report-december-and-full-year-2018-commercial-aircraft-orders-and-deliveries/ https://dsm.forecastinternational.com/2019/01/15/airbus-and-...