The Air Show Boeing looks ahead (with special guest Darren Hulst)
Jun 14, 2025
Darren Hulst, Vice President of Commercial Marketing at Boeing, brings a wealth of experience from his years at Delta Airlines. He discusses Boeing's ambitious forecast of 43,600 new aircraft from 2025 to 2044, detailing the factors influencing this prediction, from global GDP growth to emerging markets. The conversation dives into how geopolitical shifts impact aviation needs, the rise of innovative technologies like electric aircraft, and the evolving dynamics between Boeing and Airbus in the competitive landscape.
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How Boeing Forecasts Market Demand
- Boeing's Commercial Market Outlook uses airline-by-airline and regional modeling to forecast demand.
- The market has tripled in size over 25 years, justifying the projection of 43,600 aircraft by 2044.
Global Airline Competitiveness Shift
- Globally, the airline market is more competitive with decreased capacity concentration among top airlines.
- U.S. consolidation contrasts with global diversity driven by emerging carriers and differing growth rates.
GDP Growth Impacts Forecast Revision
- Boeing’s forecast slightly reduced new aircraft deliveries due to lower long-term GDP growth and slower long haul recovery.
- Demand shifts regionally, with slight reductions in Europe short haul and increases in South/Southeast Asia.