Kevin Michaels

Kevin Michaels

Contributing columnist Kevin Michaels is managing director of AeroDynamic Advisory in Ann Arbor, Michigan.

Articles
Opinion: Just How Big Is The Global Aerospace Industry?  2
The top 10 countries account for 87% of world aerospace output, but will face a challenge by China as it tries to assert aerospace dominance.
Opinion: Global Aerospace Industry May Be at Record High
The world aerospace industry produced direct revenues of US$838 billion in 2017. This is the top line number from Aerodynamic Advisory and Teal Group’s joint research project.
Opinion: Why Is Boeing Diving Into APU Production?  6
The OEM's latest vertical integration move is a bit of a head-scratcher.
Opinion: Threats Loom For Aerospace Raw Material Supplies  1
Booming demand, tariffs and geopolitics jeopardize aluminum and titanium supply for aerospace manufacturing.
Opinion: Why Aircraft Health Management Will Not Increase MRO Business  3
AHM once again is being touted as the next major MRO business, but it will not be a game-changing revenue opportunity in aviation.
Opinion: How Far Could Boeing Take Insourcing?  20
The potential rewards of vertically integrating must be balanced against notable risk.
Opinion: OEMs Focus On Mature Aircraft For Aftermarket Growth  1
Airbus, Boeing and their peers are trying to avoid the aerospace equivalent of a “midlife crisis.”
Opinion: How Activist Investors Are Influencing Aerospace  17
Conglomerates are prime targets because they have disparate business units—some with unrealized value—as well as redundant cost structures and excess fat.
Opinion: How Airbus C Series Deal Will Change Aerospace  151
Boeing’s “MAX sandwich,” Comac’s lost opportunity, a boost for bizav and Airbus’s big market gain.
Opinion: Can UTC-Rockwell Collins Deal Be Stopped?  12
There is virtually no overlap between the two companies, and OEMs may seek commercial concessions but are unlikely to block the transaction.
Opinion: Why Aerospace’s Love Affair With Low-Cost Suppliers Is Fading  9
Analysts say that aerospace manufacturing investments in low-cost countries peaked in the 2008-13 and declined significantly in the past three years.
Opinion: Paris 2017 And The Future Of Additive Manufacturing 7
The additive manufacturing-bionic design combination is analogous to the introduction of composites four decades ago.
Beware, OEM-supplier Relations Are Changing  13
More OEM vertical integration is coming, but so are new opportunities for suppliers, including non-traditional ones.
Sustained Low Oil Prices Have Mixed Results For Aerospace  15
Saudi efforts to drive out shale producers by boosting production lead to new techniques that keep prices down. But cheap fuel may hurt fleet renewals.
Opinion: How ‘America First’ Could Harm U.S. Aerospace  28
An import tax could imperil large U.S. aerospace surpluses with China and Mexico.
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