Kevin Michaels

Kevin Michaels

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

Articles
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.
Opinion: Europe’s Super Supplier: Reasons To Cheer Safran-Zodiac Deal  6
Combined, the companies will have a system portfolio spanning the entire aircraft.
Opinion: Boeing’s $50 Billion MRO Play  5
With its new Global Services unit, Boeing aims to triple its aftermarket revenue to $50 billion within the next decade.
Opinion: Why The Rockwell Collins-B/E Aerospace Merger Could Work  2
The combined company will be a super supplier of buyer-furnished equipment poised to ride the wave of aircraft interior retrofits.
Opinion: How Morocco Has Become An Aerospace Star  7
Morocco needs to maintain security and political stability. But with major civil OEMs laser-focused on cost reduction, the outlook appears to be bright.
Opinion: How The C Series Raises The Single-Aisle Bar  60
Bombardier has clearly done its homework, studying lessons learned from bleeding-edge programs like the 787 and also introducing its own innovations.
Opinion: Why Civil Aerospace Is Turning Off Tier 1 Suppliers 
There is concern among Tier 1 leader that the air transport segment is becoming structurally unattractive and less worthy of investment than its alternatives.
Opinion: Is Vertical Integration The Next Big Thing?  4
When five highly regarded and diverse business visionaries all bet on a similar supply chain approach, it certainly merits our attention.
Opinion: Are Single-Aisles Becoming A Commodity?  16
Sales prices for Airbus A320s and Boeing 737s over the past 15 years have barely budged, even as fictional list prices have marched steadily upward.
Opinion: Reasons To Cheer Honeywell-UTC Merger Failure  3
The companies’ significant business overlap would have raised major concern with regulatory authorities, and even if it had been approved, the merger would have faced the wrath of customers.
Podcast: The Doomed Honeywell-UTC Merger
Senior Business Editor Michael Bruno and aerospace analyst Kevin Michaels discuss how massive supplier tie-up would have been “a stick in the eye” to Airbus and Boeing.
Opinion: FX Is New Aerospace Wild Card 
How is currency exchange volatility impacting aerospace suppliers?
Opinion: Are Rolls And Pratt Destined To Merge?  66
Rolls and other aeroengine OEMs need two types of critical mass: scale in gas turbines to fund ongoing R&D and corporate critical mass to ride business ebbs and flows
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