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What is in this report:

  • Key trends:
    • 737 production delay expected to have little effect on long-term supply
    • 737-7 and -10 certification delays impacting near-term production
    • Red Sea security driving regional air cargo bumps
    • U.S. pilot shortage leading path to the future of industry labor supply
    • Gol bankruptcy brings unique dynamics amid narrowbody shortage
    • Spirit Airlines bankruptcy not inevitable – levers remain
  • 737-8 fleet values and demographics


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