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Articles tagged with: Boeing

October 13, 2014

Greatest Long-Term Threat to Boeing Is the Loss of Talent

Richard L. Aboulafia, Vice President, Analysis

Greatest Long-Term Threat to Boeing Is the Loss of Talent

Boeing recently decided to move the majority of its defense services and support work out of Seattle. The primary goal was to cut expenses; Seattle is a high-cost area, and the jobs will go to cheaper St. Louis and Oklahoma City. The move also reinforces Boeing's industrial footprint and political presence outside of Washington state. Boeing Defense, Space & Security (BDS) CEO Chris Chadwick termed the moves "necessary if we are going to differentiate ourselves from competitors and stay ahead of a rapidly changing global defense environment."

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.

March 24, 2014

The Case for a Scaled-up Successor to the Boeing 757

Richard L. Aboulafia, Vice President, Analysis

At last month's Singapore Airshow, Boeing executives discussed the 200-280-seat segment as a potential market for the company's next new jet. Airbus also has examined a new jet in this class. There are valid reasons to believe this will be the next new jetliner that one or both companies pursue, and that it will open a pivotal battleground.

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