The document discusses trends in the aviation industry including Airbus pulling customers from Boeing with its NEO, Boeing's strategy around re-engining versus new designs, Embraer's strategy, new technologies like composite materials and engine types, shortening lifecycles of aircraft, more players entering the historically duopolistic market like China, financing levels and costs, and trends in leasing like new entrants and consolidation.
The document discusses trends in the aviation industry including Airbus pulling customers from Boeing with its NEO, Boeing's strategy around re-engining versus new designs, Embraer's strategy, new technologies like composite materials and engine types, shortening lifecycles of aircraft, more players entering the historically duopolistic market like China, financing levels and costs, and trends in leasing like new entrants and consolidation.
The document discusses trends in the aviation industry including Airbus pulling customers from Boeing with its NEO, Boeing's strategy around re-engining versus new designs, Embraer's strategy, new technologies like composite materials and engine types, shortening lifecycles of aircraft, more players entering the historically duopolistic market like China, financing levels and costs, and trends in leasing like new entrants and consolidation.
The document discusses trends in the aviation industry including Airbus pulling customers from Boeing with its NEO, Boeing's strategy around re-engining versus new designs, Embraer's strategy, new technologies like composite materials and engine types, shortening lifecycles of aircraft, more players entering the historically duopolistic market like China, financing levels and costs, and trends in leasing like new entrants and consolidation.