Podcast: Another Delay For 777X—How Bad This Time?
Bank of America analyst Ron Epstein joins Aviation Week editors to discuss the 777X program’s long-term outlook, and how Airbus will respond.
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AI-Generated Summary
Participants discuss the ongoing delays in Boeing's 777X program, focusing on the challenges and implications for the aviation industry. The 777X's certification has been pushed to 2027 after persistent delays in flight testing and issues with the GE9X engine.
These delays highlight broader industry challenges in certification processes, which may lead to a reevaluation of safety and efficiency protocols.
Despite these setbacks, there is a resurgence in demand for large wide-body aircraft post-COVID, with significant orders from airlines like Emirates and Qatar. The discussion also touches on the future of aircraft sizes, including potential developments like the Boeing 777-10X and Airbus plans for larger models.
The fragility of the supply chain amid global ramp-ups in commercial, defense, and turbine markets is another key concern. Boeing's strategic focus under CEO Kelly Ortberg is examined, along with the competitive landscape, including Airbus's potential responses. The episode provides insights into the market dynamics and strategic shifts within Boeing, as well as the broader implications for the aviation industry.
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