By Joe Anselmo, Jens Flottau, Daniel Williams, Ron Epstein
Bank of America’s Ron Epstein joins our experts to assess the industry’s reliance on Russian metals and whether lessors could lose hundreds of aircraft.
The aerospace and defense recovery after the pandemic is expected to continue, but the industry faces several headwinds and not everyone will benefit equally. Listen in to hear why Tier 2 in the supply chain warrants close scrutiny as a point of concern in coming years.