Teal Group’s Worldwide Mission Model Online is now approaching 35,000 space payloads through 2031, and that’s only with less than 12,000 Starlink satellites included. That Starlink number may end up being well over 30,000 and could even surpass 40,000, but I’m just not ready yet to start inputting that many additional payloads. Soon, though.
The Trident II represents the SLBM characteristics sought by the Navy since the original Polaris pro-gram of 1960: the ability to attack pinpoint hardened targets from waters off the continental United States. However, this capability has arrived as the United States and the former Soviet Union are drastically cutting their strategic forces after the end of the Cold War.
Raytheon Technologies was created in April 2020 by the merger of Raytheon Co. and United Technologies. The global COVID pandemic and its effects, including reduced commercial aircraft demand, supply chain disruptions and cost pressures, have limited an early assessment of how the merger is meeting management’s originally stated objectives.
It now looks like the Russians will continue to participate in the International Space Station (ISS) past 2024. As you may recall, on July 21 it was reported that Yuri Borisov, the director of Russia’s national space agency (Rosaviacosmos), said that Russia would pull out of the ISS in 2024. This caused a minor stir in the West because the station depends on the Zvezda Service Module for a lot of important stuff, including living quarters, life support systems, electrical power distribution, data processing systems, flight control systems and propulsion systems.
Northrop Grumman Corp. is well aligned with the national security strategy. The company’s strengths in strategic bombers, ICBMs, and unmanned aerial vehicles are critical capabilities as the US military focuses more on possible confrontation with major powers including China and Russia.
The Department of Defense released its latest round of selected acquisition reports and tucked away in their review of the biggest program in DoD history was an interesting footnote that said the F-35 is now expected to operate in US service until the year 2088. That’s 11 years later than previously expected.
The two aerospace giants enter the post-pandemic era in very different positions. Both companies encountered sharp financial impacts from the unprecedented drop in commercial air transportation demand and the resulting decline in aircraft deliveries and new orders. It will take time for the industry to rebound and these two companies will enter the revived marketplace in different ways.
Airbus
Airbus is in an exceptionally strong position and it is embracing its position as a commercial airliner manufacturer. While the COVID pandemic has tempered its generally sustained advance, the company’s fundamentals align well with long-term market requirements.
The biennial Farnborough and Paris air shows are usually the cue civil aircraft manufacturers use to issue their prognostications about the future of the commercial aviation business. And right on cue, Airbus, Boeing, Embraer, and ATR all issued their own takes on what was going to happen in the future.
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