Page 40 - World Airnews Magazine March 2021
P. 40

FEATURE



                                  PLANNING FOR RECOVERY


                                                                                           By Eric Brothers









             ecovery in commercial aircraft
       Rdemand depends on controlling the
       coronavirus pandemic. Discretionary air trav-


       el drives most transport aircraft needs, and

       until people feel confident in traveling and

       governments allow it, the commercial aero-
       space supply chain must focus on survival.
         Despite federal plans to boost COVID-19

       vaccination production, president Joe


       Biden said it will take until late summer to
       treat most Americans, leaving the possibili-
       ty of some resumption of air travel demand

       later this year.
         Domestic air travel will lead the way, as


       demonstrated in Asia-Pacific nations and in

       the US in late 2020.
         Air cargo traffic volumes were down 12%


       through Q3 2020, due to fewer planes flying.

       However, Boeing analysts reported yields
       were up more than 40% and overall air cargo
       industry revenues were up more than 15%.
         Defence and commercial space business


       offer alternative revenue for companies
       in those sectors. The US department of

       defence and NASA continued to award
       contracts through 2020 and there are no
       immediate signs this activity will be cur-

       tailed under the new administration.

       AIRBUS
       Airbus kept to its April 2020 production

       plan in response to the COVID-19 pandem-
       ic, delivering 566 commercial aircraft last


       year, 34% fewer than in 2019. The company   resumed in December following the plane’s   Boeing plans to move all 787 production

       reported 383 new orders, and after 115   ungrounding in November. In a vote of   to South Carolina by mid-2021. Combined


       cancellations, Airbus’ year-end backlog   confidence, Alaska Airlines management   777/777X production rate will decrease


       stood at 7,184 aircraft.            announced plans to buy 23 more 737-9   to two per month in 2021. No changes in

         The long-range single-aisle A321XLR   airplanes, bringing the airline’s 737 MAX   production rates have been announced for


       garnered 37 orders, continuing its upward   orders and options to 120 airplanes.  the 747 and 767 programmes.

       sales trend as wide-body orders shrunk.   Cancellations far outnumbered gross   EMBRAER
         Airbus plans to gradually increase A320   orders for the year (net -454), but as of

       family monthly production rates from 40 to   November 30, 2020, Boeing’s unadjusted   Embraer ended Q3 2020 (the latest figures



       43 in Q3 and 45 in Q4 2021 - a slower ramp   backlog stood at 5,053 aircraft, of which   available) with a firm order backlog of (US)

       up from last July’s anticipated 47 aircraft   81% were single-aisle jets.  $15.1 billion.

       per month. A220 production will increase   On the defence ledger, Boeing delivered   For the year, the company delivered 16



       from 4 to 5 aircraft per month from the end   71 new and remanufactured AH-64 Apache   commercial jets and 43 executive jets (33
       of Q1 2021 as previously foreseen.   and 30 new and renewed CH-47 Chinook   light jets and 10 large jets), compared to 54



         Widebody production is expected to   helicopters, 4 F-15 and 20 F/A-18 fighters,   commercial jets and 63 executive jets deliv-

       remain at current levels, with monthly   14 767-derived KC-46 tankers, and 15   ered during the first nine months of 2019.



       production rates of around five for the   737-derived P-8 maritime patrol aircraft.  Boeing terminated its government-ap-


       A350 and two for the A330. Airbus officials   Forecast International reports Boeing   proved joint venture with Embraer early


       expect the commercial aircraft market to   will increase 737 MAX production to 31 per   in the pandemic, leaving the Brazilian


       return to pre-COVID levels somewhere   month by early 2022, down from 42 per   company to re-establish its global market-


       between 2023 to 2025.               month before production halted in May   ing efforts.

                                           2020. Boeing is reducing 787 production   In its 2020 Market Outlook, Embraer
       BOEING                              from 14 per month (at the start of 2020) to   commercial aviation president and CEO

       Boeing’s Q4 2020 results offered a path   six per month throughout 2021 while also   Arjan Meijer foresees global passenger



       to its recovery as 737 MAX deliveries   addressing manufacturing quality issues.   traffic will return to 2019 levels by 2024 and
                                                  World Airnews | March 2021
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