UBS raises single-aisle production gap concern in lower oil price analysis

Dec. 17, 2014: There is a production gap for single-aisle Airbus and Boeing airplanes that could be exacerbated by the current dramatic drop in oil prices, writes the aerospace analyst for the investment bank UBS in a research… Read More

Boom times leads to looming cash flow shortfall across OEMs

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New UTC CEO throws cold water on PW GTF growth

The new chief executive officer of United Technologies Corp., Gregory Hayes, threw cold water on hopes and dreams of Pratt & Whitney, a subsidiary, that the successful small- and medium-sized Geared Turbo Fan will grow into the wide-body… Read More

Airbus’ Bregier vows future for A380 with a neo, stretch

Dec. 11, 2014: Fabrice Bregier, CEO of Airbus Commercial, Thursday vowed there is a solid future for the A380, a day ofter Airbus Group CFO Harald Wilhelm cast doubt over the airplane. “We have commercial momentum on A380,… Read More

737 MAX 8 could be enabler for some LCC Long Haul

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Oil heading toward $40? Economist still thinks so, with caveats; and: NTSB issues 787 battery report, Azul’s A320/CFM order

Dec. 1, 2014: Adam Pilarski, an economist for the consulting firm Avitas, predicted several years ago that the price of oil would drop to $40bbl. Few believed him. Oil hit $66 this week, on a steady decline over… Read More

MTU investors day: views of its engine programs, future airplane timelines; separately, Embraer COO interview

Nov. 30, 2014: MTU Investors Day: MTU is a major participant in engine development and supplies, participating on the GEnx, GTF and GEnx program. It’s also a member of the joint venture in International Aero Engines and it’s… Read More

Interview: CSeries program update with Bombardier’s program chief Dewar

Subscription required. Now open to all Readers. By Bjorn Fehrm and Scott Hamilton Introduction Nov. 24, 2014: Bombardier CSeries flight testing has now passed 500 flight hours, and with the addition of Flight Test Vehicle 5 to the… Read More

Odds and Ends: JetBlue defers A320s; Delta’s A350 order; Another KC-46A delay?

JetBlue defers A320s: This US airline announced at its investors’ day that it is deferring Airbus A320s from this decade into next. JP Morgan had this commentary November 19: JetBlue…announced a deferral of 18 A320-family aircraft from 2016-18… Read More

A320 v 737: the sales winner is….

It’s one of the bitterest rivalries in the industrialized world: Airbus vs Boeing. Despite being world-class companies, executives at each often snipe at each other’s airplanes, claiming superiority in economics and passenger appeal. Like lawyers arguing a court… Read More