Boeing strike creates new inflection point in narrowbody production
The narrowbody aircraft shortage has been exacerbated by a series of production challenges affecting both…
Narrowbody
Narrowbody retirements slow sharply to backfill shortage
Why it Matters: Following the publication of our forecast in January, Boeing suffered the MAX…
Stored narrowbody fleet size not indicative of market conditions
Traditional metrics of tracking stored fleet percentages are producing inaccurate reflections on the supply of…
Narrowbody shortage extended, but left materially unchanged
First identified in 2021, the narrowbody shortage continues. Since, however, Boeing and Airbus delivery delays…
Transatlantic flying still a widebody business
The great transition to transatlantic narrowbodies hasn’t happened. At least not yet.
