Boeing will face the "roast conference" in the industry. Analysts shout that leaders should step down!
楚一帆
发表于 2024-1-29 16:10:31
287
0
0
The quality scandal recently exposed by the Boeing 737 Max model caught the global aviation industry off guard. This week, aircraft lessors, bankers, and airlines are reportedly scheduled to hold a meeting in Dublin, Ireland, the global aviation finance hub, to discuss the consequences of some Boeing aircraft grounding.
The meeting will continue to be held over the next week, but almost all parties present are currently immersed in anger and worry.
Rob Morris, head of global consulting firm Ascend by Cirium, wonders when Boeing's supply will resume. Due to issues with the Max model, delivery volumes for 2026 and 2027 are expected to face downward risks.
Last week, the Federal Aviation Administration ordered Boeing to suspend production of the 737 Max model until all quality issues were resolved. Industry insiders are pessimistic that even if the restriction is lifted one day, Boeing will face strict quality inspections, which will affect delivery speed.
United Airlines CEO Scott Kirby revealed that they are in talks with Airbus to purchase more A321neo jets to fill the loopholes left by Boeing.
He stated that the absence of two key aircraft models, the Boeing Max 9 and Max 10, has put United Airlines in crisis.
Aircraft Battle
Due to the worrying supply prospects of Boeing, major airlines have had to join the competition for scarce capacity, which may lead to a significant increase in ticket prices. This annoying result has made many industry analysts exclaim: Let Boeing's CEO, other executives, and board members step down!
This statement is very rare. Given that there are only a few suppliers in the aviation industry, most of the time there is an attitude of not looking at Buddha's face or monk's face, and it is rare to publicly criticize or attack others by name. However, this is clearly an "extraordinary moment".
Several representatives attending the conference in Dublin reminded that the market should pay attention to the tone of speeches from top aircraft leasing companies such as AerCap, SMBC Aviation Capital, Air Lease, and Avolon at Monday's opening meeting.
However, Kirby from United Airlines may have already provided some clues in advance. He stated that United Airlines has not yet cancelled orders for 277 Max 10 aircraft, but these planes have actually been removed from internal plans. He "flaunted" and said that Boeing could no longer meet the delivery requirements of the contract, so let's just do it.
At the same time, United Airlines is turning to Boeing's old rival Airbus to seek the remaining scarce A321neo aircraft procurement resources, which may further break Boeing's supply advantage with United Airlines, thus entering a new competitive landscape in the global aircraft industry.
Airbus is repurchasing used A321neo aircraft in the market for refurbishment, maximizing supply. This makes Boeing see it in the eyes and suffer in the heart. However, due to the uncertainty of the review deadline, Boeing was unable to provide any commitment regarding the delivery of the Max model, and now it can only stand up straight and face criticism.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- An Indonesian Boeing 737 aircraft's engine caught fire before takeoff
- Boeing is reportedly exploring the possibility of selling its subsidiary Jepsen for a price that could exceed $6 billion
- Boeing predicts that the global air cargo fleet will increase to 3900 freighters in the next 20 years
- Avia Solutions Group orders 40 Boeing 737-8 aircraft
- Nvidia's stock price can rise another 26%. Analysts say 'iPhone moment' is coming soon!
- Former CEO of Pioneer Navigation Group, Tim Barkley, will join Boeing's board of directors
- The latest holdings of leading global asset management giants in Chinese concept stocks have been exposed
- Boeing CEO tells all employees: The company's corporate culture is seriously problematic and cannot make mistakes again
- NVIDIA's performance growth slows down, Huang Renxun steps in to 'appease' the market! Analyst: Investors Underestimate Demand for Blackwell Chips
- The stock price has skyrocketed by 33%! Snowflakes overshadow Nvidia analysts: AI software outperforms semiconductors or trends
-
11月21日、2024世界インターネット大会烏鎮サミットで、創業者、CEOの周源氏が大会デジタル教育フォーラムとインターネット企業家フォーラムでそれぞれ講演、発言したことを知っている。周源氏によると、デジタル教 ...
- 不正经的工程师
- 3 小时前
- 支持
- 反对
- 回复
- 收藏
-
アリババは、26億5000万ドルのドル建て優先無担保手形と170億元の人民元建て優先無担保手形の定価を発表した。ドル債の発行は2024年11月26日に終了する予定です。人民元債券の発行は2024年11月28日に終了する予定だ ...
- SOGO
- 前天 09:05
- 支持
- 反对
- 回复
- 收藏
-
スターバックスが中国事業の株式売却の可能性を検討していることが明らかになった。 11月21日、外国メディアによると、スターバックスは中国事業の株式売却を検討している。関係者によると、スターバックスは中国事 ...
- 献世八宝掌
- 昨天 16:29
- 支持
- 反对
- 回复
- 收藏
-
【意法半導体CEO:中国市場は非常に重要で華虹と協力を展開】北京時間11月21日、意法半導体(STM.N)は投資家活動の現場で、同社が中国ウェハー代工場の華虹公司(688347.SH)と協力していると発表した。伊仏半導体 ...
- 黄俊琼
- 昨天 14:29
- 支持
- 反对
- 回复
- 收藏