Higher (And Scarier) Strengths, Weaknesses, and Uncertainties In Aircraft Markets Government of Ontario International Trade Branch Presentation Toronto, Ontario Richard Aboulafia Vice President, Analysis Teal Group Corporation www.tealgroup.com August 2017 What weird production rates How ex im eca Why irad Consequences aftermarket Irony What could change
Aircraft Markets, Through Good And Bad Years Bizjets were a bit of a problem. A lot of negativity, some justified Regionals never really went anywhere
Headline News Great traffic, people and things Single Aisles Forever, Twin Aisles complicated Boeing progress on 787 797 v A322 Primes V. Supply Chain Robust defense…to a point Stagnant bizjets.
The Civil Market 5
Global Economy Outpaced By Travel Demand Growth
Pardon Me, Could I Possibly Interest You In A Section Pertaining To Canada? 28
Canada – Total Aerospace Exports and Imports Millions of $US
Canada –Aerospace Exports Thousands of $US 2006 2016 Source: OECD and TEAL GROUP
Canada –Aerospace Imports Thousands of $US 2006 2016 Source: OECD and TEAL GROUP
Canada – Aerospace Surpluses and Deficits 2016 Millions of $US Source: OECD and TEAL GROUP
Canada – Imports, Intermediate vs. Capital Goods Millions of $US Source: OECD and TEAL GROUP
Military Markets 36
Rotorcraft 50
Concluding Thoughts 57
Global Aircraft Market Outlook In One Page Bizjets were a bit of a problem. A lot of negativity, some justified Regionals never really went anywhere