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Teal Group gathers, classifies, and analyzes information from a wide range of sources. Our analysts publish News Briefs several times a year. Subscribe via email to receive each News Brief when it is published or join our mailing list to receive updates quarterly.

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News Briefs

October 10, 2014

NASA's Commercial Crew Vehicles: Practical But Not Sexy

Marco A. Caceres, Senior Space Analyst

NASA's Commercial Crew Vehicles: Practical But Not Sexy

The two Commercial Crew Transportation Capability (CCtCap) contracts awarded to Boeing and SpaceX by NASA on September 16 should come as no big surprise to anyone familiar with both the agency's conservative culture and its relatively small annual budget of just under $18 billion. Boeing received $4.2 billion to continue with development of its human-rated system based on the Atlas V rocket and CST-100 capsule, while SpaceX got $2.6 billion to continue work on its Falcon 9 v1.1 rocket and Dragon V2 combo.

October 05, 2014

Creating Orbital ATK

Philip Finnegan, Director, Corporate Analysis

The planned merger of the de fense and space portions of ATK with Orbital Sciences will create a $4.5 billion company. Orbital and ATK's managements maintain that they are creating a much stronger company that will benefit from accelerated growth. In space, Orbital will bring its systems integration capabilities and ATK will provide its techologies. The result will be a much larger space company. Orbital's space work is about $1.5 billion annually, with ATK's space work totaling $1.2 billion.

September 28, 2014

No 'Shortages' in Market Economies

Richard L. Aboulafia, Vice President, Analysis

"It's a beautiful thing, the destruction of words." That chilling quote is from a character in George Orwell's 1984. As someone who likes to write, I usually disagree with that sentiment. But every so often, a word merits destruction. It's time to destroy (or at least avoid) the word "shortage." Shortages are a serious problem...if you are living in the old Soviet Union. "Comrades," they'd say, "the minister in charge of APU factories has failed to meet his quota. Due to the shortage of APUs, aircraft production is off by 25%. We will airbrush him out of all Politburo photos, and send his widow a bill for the bullet."

October 05, 2014

Rethinking the 737 Rate Hike

Richard L. Aboulafia, Vice President, Analysis

 Last week, I wrote about Boeing's decision to ramp up 737 output to 52 per month in 2018. I sounded a cautionary note about long-term overcapacity, particularly if Airbus matches Boeing. But I'm starting to think there's no reason to worry; this announcement is far from certain to be executed. Consider the factors that could derail the ramp up: First, we're talking about 2018. A lot can happen in four years. Over the past five years, single aisle production has been massively increased by a combination of three factors: low interest rates, expensive fuel (which makes new jets more appealing than keeping or buying cheap older ones), and fast growth in emerging markets (primarily the BRICs).

September 29, 2014

Boeing Blowback

Richard L. Aboulafia, Vice President, Analysis

I don't want to make a documentary. I want to make a documentary about the making of a documentary. This meta concept seems appropriate after watching Al Jazeera's Broken Dreams. You can find it at www.aljazeera.com/investigations/boeing787. I make a few appearances, but that's why DVRs have fast-forward buttons. The documentary does not make a persuasive case against the 787 and is somewhat sensationalist. But it also tells us a lot about the state of things at Boeing. Boeing management's actions have produced a deeply angry work force. This documentary depicts some of the damage from that anger, and there's likely more blowback to come.

September 26, 2014

Jetliner Industry Never Had It So Good

Richard L. Aboulafia, Vice President, Analysis

Jetliner Industry Never Had It So Good

Deliveries from just Airbus and Boeing last year reached $92 billion in value, another record after two other record years. In 2012, they rose 29.4% in value over 2011, capping a remarkable 55.5% growth spurt in 2008-2012.

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