Kevin Michaels

Kevin Michaels

Contributing columnist Kevin Michaels is Global Managing Director -- Aviation Consulting and Services for ICF International. He is based in Ann Arbor, Michigan

Opinion: FX Is New Aerospace Wild Card 
How is currency exchange volatility impacting aerospace suppliers?
Opinion: Are Rolls And Pratt Destined To Merge?  56
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
Opinion: Why Aftermarket Demand Is Not Tracking Airline Capacity  5
Aerospace suppliers would be wise to tune into the “Delta Effect” and the other factors currently impeding aftermarket growth.
Opinion: Why Demand Is Not Tracking Robust Capacity Growth 
MRO demand will grow a paltry 1-2% in this year while global air transport capacity will increase a healthy 5-6%. Why the divergence?
Opinion: Bombardier’s Options For Survival  47
There are three alternatives for the world’s third-largest civil aircraft manufacturer to survive: sell assets, shut down the C Series or accept government intervention.
Opinion: Is Berkshire Hathaway’s Acquisition Of PCC A Good Move?  3
Fantastic earnings, a large backlog, high entry barriers and fortuitous timing. What isn’t to like about this deal? I have several important concerns.
Opinion: Is The Party Of Cheap Capital About To End?  2
A higher cost of capital combined with sustained low fuel prices would make for a very interesting ride in the years ahead.
Opinion: McNerney’s Reputation Will Only Grow 6
Like former U.S. President Harry Truman, he made bold and consequential decisions that damaged his popularity but positioned his organization for long-term success.
Opinion: How Changes In Global Capitalism Shape Business Aircraft Demand 
Light and medium business jet sales are not profiting from the surge in profits in the corporate realm, but large business jets are. Here are some reasons why.
Opinion: How Improving U.S. Competitiveness Is Shaping MRO Investment Decisions 
Recent analysis indicates North America led other regions for major MRO investments in 2012-13, and the momentum appears to be accelerating.
Opinion: Bold Moves Reposition The Once-Staid Alcoa
The last nine months were earth-shattering for Alcoa.
Opinion: How Bombardier Can Bounce Back 12
Bombardier’s cancellation of the Lear 85 is symptomatic of two much larger issues that the company must confront in the near future.
Opinion: ICF Sees A380neo Launch Likely In 2015  20
Canceling the A380 program after just a decade of production would be a political catastrophe not only for Airbus, but also for Europe.
Opinion: Rolls-Royce Should Revisit Its Corporate Strategy  1
Until recently, the future appeared bright for aeroengine titan Rolls-Royce.
Opinion: Government, University Commitments Keys To Aerospace Engineering  2
Last month, Michigan celebrated the centennial of aeronautical engineering in the U.S.
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