March 25, 2024

COMMERCIAL AVIATION

THE NEXT NARROWBODY

COMMERCIAL AVIATION

PAYBACK TIME

U.S. FEDERAL BUDGET

CAPITOL CONSTRAINTS

1617
COMMERCIAL AVIATION

THE NEXT NARROWBODY

> AIRBUS, BOEING AND EMBRAER STUDY FUTURE NARROWBODIES > ENGINE ARCHITECTURE, WING AND AERODYNAMICS ARE KEY FEATURES > SERVICE ENTRY LIKELY AFTER 2035

2425
COMMERCIAL AVIATION

PAYBACK TIME

> AIRCRAFT LESSORS ANTICIPATE YEARS OF STRONG DEMAND > FEW SHORT-TERM PRODUCTION SLOTS REMAIN UNPLACED > LEASE EXTENSIONS REACH HISTORICALLY HIGH RATE

2627
U.S. FEDERAL BUDGET

CAPITOL CONSTRAINTS

> PENTAGON ROLLS OUT SPENDING PLAN UNDER CONGRESSIONALLY MANDATED CAP > PROCUREMENT INCLUDES FEWER FIGHTERS THAN EXPECTED > MULTIPLE HYPERSONIC PROGRAMS TAKE CUTS

5455
SUSTAINABILITY

Investment Logjam Threatens Nascent eSAF Sector, Insiders Warn

> FEEDSTOCKS ARE ABUNDANT BUT DIFFICULT TO ACQUIRE > SETTING UP PLANTS REQUIRES HIGHER INFRASTRUCTURE COSTS THAN NORM FOR INVESTORS

4445
SPACE

Why Super-Heavy Launchers and Space War Are on a Collision Course

> SPACE LAW IS PATCHY AND OVERLAPPING > ACTORS ARE INCENTIVIZED TO MAKE THE SPACE JUNK PROBLEM WORSE

3637
DEFENSE

F-15s IN FLUX

> U.S. AIR FORCE DOWNSIZES F-15 FLEET > MOST STRIKE EAGLES TO BEGIN RETIREMENT > REMAINING F-15Es TO RECEIVE SURVIVABILITY UPGRADES

6263
TECH TAKE

TECH TAKE

UK Team To Develop LH2 Fuel System A UK consortium has received funding to develop a liquid-hydrogen fuel system and supply chain to support multiple classes of zero-emission aircraft in the 2030s. The HyFIVE consortium comprises Marshall, GKN Aerospace, Parker Meggitt, Manchester University, University of Bath and Cardiff University.

1415
COMMERCIAL AVIATION

QUALITY FIRST

> BOEING PLEDGES FUNDAMENTAL CHANGE AMID 737 CRISIS > POSSIBLE SPIRIT MERGER SEEN AS KEY STEP > 737 PRODUCTION IS BELOW 38 PER MONTH

4041
DEFENSE

MADE IN THE UAE

> UNITED ARAB EMIRATES AIMS TO CONQUER THE DEFENSE EXPORT MARKET > FOCUS IS ON AUTONOMY, ELECTRONIC WARFARE AND PRECISION WEAPONS > EXPORT FINANCING EMERGES AS NEW OPTION

2021
COMMERCIAL AVIATION

Ultra-Low-Cost Carriers Confront Headwinds

> NORTH AMERICAN ULCCs FACE COMPLEX CHALLENGES > BUDGET CARRIERS IN THE U.S. REMAIN BULLISH IN THEIR OUTLOOKS

MARCH 11-242024 APRIL 8-212024