Kevin Michaels

Kevin Michaels

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

Opinion: Why The Supply Chain’s Achilles’ Heel Is 5,000 Years Old  5
The investment casting process is pivotal to aeroengine manufacturing, which is why it may soon become a vulnerability.
Opinion: MROs Beware Of A Retirement Tsunami On The Horizon 
The aviation aftermarket should be on the lookout for a big wave of aircraft retirements—prepare now.
Opinion: Why Mexico Could Be The Winner Of The U.S.-China Trade Battle  2
Relatively stable labor rates, intellectual property protection, manufacturing expertise and growing maintenance services could attract more U.S. aerospace work to Mexico.
Opinion: Why Customer Service Is An Aerospace Pain Point 
Aerospace OEMs need to look beyond shareholders.
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.
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