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How COVID-19 Is Impacting Aerospace
The COVID-19 epidemic is a bit like a hurricane. Let’s get through it together.
Panicking is more dangerous than hunkering down. -Craig Picken
Takeaways + Tactics
Hurricanes are scary, but they do pass and life will return to normal.
Focusing on one metric or putting your eggs in one basket is never a good thing.
Airlines are parking airplanes and doing limited maintenance of Safety of Flight only. But it will get better.
When the airlines do return, they will rebalance on the back of cheap oil and very efficient airplanes. The MAX, A220 and A320-NEO are solid and efficient.
This is a good…
The skinny
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