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184 - David Siegel, Senior Advisor, Apollo Global Management

Airlines Confidential Podcast

CHAPTER

The Negatives of Boeing Delaying Deliveries

Boeing delays mean airlines won't be able to add too much capacity in what is going to be a busy summer. That means fares will be a little bit higher, but fares will also likely cover the airline's costs. The downside to that is once Boeing does get everything figured out, and Airbus has had its delays, I do worry that those planes are going to get delivered right when traffic drops off.

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