Industry Strategy
Moving Boeing’s 787 to South Carolina was a dozen years in the making
Pandemic was accelerant, not cause of decision to consolidate 787 final assembly to its North...
Understanding the industry-transforming dynamics behind Airbus’s hydrogen Moonshot
Airbus asks aviation to envision a greener, more expensive future of flying with hydrogen.
Boeing’s long and inevitable road to South Carolina
Boeing has a 30-year vision for North Charleston. Consolidating the 787 Dreamliner program to South...
Colliding interests will force engine makers into a new business model
What’s good for Airbus and Boeing isn’t necessarily good for General Electric, Rolls-Royce and Pratt &...
Coronavirus shreds the engine maker business model
The COVID-19 pandemic has exposed a structural flaw in the engine business.
The Mitsubishi SpaceJet — as we know it today — is dead
From the perspective of its corporate parent, the SpaceJet was no longer a parallel strategy, so much as...
Mitsubishi moves its SpaceJet off the launch pad and into limbo
Coronavirus and an increasingly impatient parent put Mitsubishi and its M90 and M100 SpaceJet strategy...
Boeing closes the door on Embraer, opens one for Mitsubishi
Boeing’s own strategy has shifted from ambitions of acquisition to a willingness to sell a piece of...
The end of Boeing Brasil Commercial and the re-birth of Embraer into the unknown
The $4.2 billion partnership was financially impossible for Boeing to shoulder, but how it escaped from...
Airbus and Boeing hustle to keep airplanes flowing to a collapsed market
Everything is broken and everyone is embracing weird dynamics to keep airplanes moving that no one needs.