Due to moderate oil prices and the relatively low level of technology of weapons involved in the attack, the effect on A&D is likely to be muted for now.
Infrastructure spending is a hot-button issue ahead of next year’s presidential election. The president may win the issue, for reasons important to A&D.
Many have signed the Business Roundtable's pledge
At best, the answer is a definite “maybe.” But the environment could be set to force a change.
The U.S. is setting a few hypersonics markers; bettors are stepping up
Cowen & Co. analysts think offensive hypersonics alone could be $1.5-3 billion a year by the mid-2020s.
Financing and payment plans are on offer
Are you a stressed-out 737 supplier, stretched to your fiscal limits by the roller-coaster production rates? Call First Bank of Boeing now! Operators are standing by.
Perhaps the aerospace industry should reconsider banking on Chinese growth—it might have to, and sooner than it thinks.
MAX costs will be high, but the price palatable
The Boeing 737 MAX is likely to be back up flying paying passengers long before the true cost of recent fatal accidents becomes clear on Boeing’s bottom line.
Boeing’s 737 production cut may turn out to be the extra time the supply chain needs—but now suppliers will have no excuse in a future rate hike.
Ending the WTO Boeing-Airbus feud could be an opportunity for Trump
If the Trump administration can talk with the Taliban and North Korea, surely it can work with the EU and Airbus to end the aircraft subsidy dispute at the WTO.
Some executives fear a working capital crunch
OEMs and Tier 1s must be vigilant about lower-tier suppliers and a possible working capital crunch they could face in coming years.