OEM duopoly: No alternative? — April 2019

Boeing management in the Q1 results presentation were confident that there would be no long-term impact on the 737 MAX backlog nor future orders. Indeed, the impact of the 737 MAX grounding will probably not be perceptible in the long-term perspective.

The charts colourfully illustrate projected global deliveries and fleet structure for narrowbodies and widebodies out to 2029. The graphs have been compiled from Airline Monitor’s annual supply/demand forecast for jet aircraft (Feb 2019). The reason for using this particular forecast is that Ed Greenslet (ESG) has been using essentially the same logical successful methodology for decades, and has generally proved to be right. The forecasts are genuinely objective and provide the necessary level of detail.