Airbus Contemplates Expansion of Raw Material Demand Management Program to Include Steel

Further testament that supply chain issues are plaguing both sides of the Atlantic, Airbus said it is looking at expanding its raw material purchasing program to include steel. Under the program, the aircraft OEM negotiates price and quantity of material...

Boeing Braces for a Strike

Boeing’s collective bargaining agreement with the IAM expires at midnight on September 12th. The IAM spent the past few years preparing their membership for the eventuality of a strike. On July 17th, the IAM will hold a strike sanction vote...

Airbus Cuts Delivery Outlook

Last month, we announced we had flattened our aircraft production forecast for the A320neo and A350 families due to tepid Q1 deliveries. Obligingly, Airbus announced last week that they are lowering their 2024 delivery target to ~770 aircraft, down some...