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By Vincent Valery

Introduction  

Credit: Leeham Company LLC

Sept.  19, 2022, © Leeham News: In the first article last week, we focused on the differences in market outlook assumptions between Airbus and Boeing. Despite similar levels of passenger single-aisle and twin-aisle deliveries envisioned over the next two decades, there were significant differences in the underlying assumptions.

We now focus on whether there is enough production capacity to meet the envisioned aircraft demand over the next two decades.

Summary

• Outlining the delivery forecast assumptions;
• Converting deliveries into production rates;
• Estimating production capacity;
• Is Boeing implying something?