Airbus has made the point that there may be some more orders between now and the rest of the year. That could be a test of where the program is going.

Bertrand Grabowski

Categorized in : Business

For both Boeing and Airbus, the question still isn't whether or not all the aircraft they produce will have a taker, but who this taker will be and at what price.

Bertrand Grabowski

The question is whether or not Bombardier will be successful in raising prices, for this to happen, it needs a few conditions and one of them is a steady growth market.

Bertrand Grabowski

I think we need much more clarity on what (the U.S. Treasury) is... by Bertrand Grabowski

I think we need much more clarity on what (the U.S. Treasury) is going to authorize or not.

Bertrand Grabowski

To have Western banks effectively financing directly aircraft to Iranian airlines is going to be a tough call. This isn’t going to happen in the next 18 months.

Bertrand Grabowski

It will take some time. It requires upgrades in infrastructure...and won't happen from one day to the next. But I see this as an important point of departure.

Bertrand Grabowski

I think we know well that the A380 market is untested when it comes to second-hand aircraft, what we do know is that the order book of the A380 is weak and ... that some current users wish to sell their existing planes. On top of that situation, where everyone knows that in 2017 or the year after some aircraft are coming back to the market, you have the recipe for a correction in terms of lease pricing.

Bertrand Grabowski