1. 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
August 2017
What weird production rates
How ex im eca
Why irad
Consequences aftermarket
Irony
What could change

3. 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

4. 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.

5. The Civil Market 5

9. Global Economy Outpaced By Travel Demand Growth

28. Pardon Me, Could I Possibly Interest You In A Section Pertaining To Canada?28

29. Canada – Total Aerospace Exports and Imports
Millions of $US

30. Canada –Aerospace Exports
Thousands of $US
2006
2016
Source: OECD and TEAL GROUP

32. Canada –Aerospace Imports
Thousands of $US
2006
2016
Source: OECD and TEAL GROUP

33. Canada – Aerospace Surpluses and Deficits 2016
Millions of $US
Source: OECD and TEAL GROUP

34. Canada – Imports, Intermediate vs. Capital Goods
Millions of $US
Source: OECD and TEAL GROUP

36. Military Markets 36

50. Rotorcraft 50

57. Concluding Thoughts 57

58. 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