8 ms·
COMAC can only compete (geopolical drama aside) if engine efficiency improves or fuel prices decreases. TLDR every bit of COMAC can be modern / tier1 (and most
by maxglute 1y ago
COMAC can only compete (geopolical drama aside) if engine efficiency improves or fuel prices decreases. TLDR every bit of COMAC can be modern / tier1 (and most of it is), but at current aviation fuel prices, 10-15% efficiency gap in engines will save more money on fuel over airframe lifetime. C919 is basically a 2025 narrow with a 2015 engine, but that old engine alone makes it not economically viable in most markets AT current aviation fuel prices. COMAC makes a lot of sense for PRC economically, not giving a cent to boeing, can build out COMAC specific support across country easily, but it's still commercially not well priced.
The caveate being COMAC is only expensive / has limited room to discount because it uses a lot of western components (for easy regulation/certification only). If PRC moves to a full soveign civil aviation stack, it would probably be very possible to price COMAC competitively, but that's more a medium/long term project. That's probably how it goes the way things are gonig, US probably not going to even certify/liimt where PRC planes can land to kneecap COMAC. PRC + RU can probably do some shenanigans like prevent US planes from flying over their airspace in retaliation and then it's a matter of how much divertion (extra fuel+travel costs) impact bottom line. At the end of the day geopolitics will determine how viable civil aviation projects are.