Disruptions Not Slowing Airbus, Boeing’s Narrowbody Demand

Almost two years after the onset of the novel coronavirus pandemic, which is the biggest shock experienced by aircraft manufacturing in recent history, Airbus and Boeing are still in crisis mode to varying degrees. Building production rates back up has proven more complicated than expected for a variety of reasons. Making decisions even on near-term product development appears to be on the back burner for the time being, except at Embraer. And the coming year is likely to be full of more operational challenges that will absorb the attention of management.