Odd Lots How Brazil Gave Birth to One of the World's Greatest Jet Makers
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Jul 4, 2024 
Join Richard Aboulafia, managing director at AeroDynamic Advisory, and Juan David Rojas, a Latin American columnist, as they unravel the fascinating rise of Embraer, Brazil's aerospace titan. Discover how Embraer became the world's third-largest jet maker amidst global giants like Boeing and Airbus. They explore Brazil's industrial evolution, driven by unique economic policies and political conditions, while sharing insights on the challenges and successes of regional jet manufacturing. Their discussion also highlights the critical role of innovation and market dynamics in the aviation landscape.
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Embraer's Unexpected Success
- Embraer is the third largest commercial airplane manufacturer globally, after Boeing and Airbus.
- This is surprising, given that there are few successful global advanced manufacturing companies from Latin America.
Embraer's adaptability
- Embraer's success stems from creating desired aircraft and adapting to market demands.
- They've overcome high barriers to entry, a feat rarely achieved in the aerospace industry.
Specialization and Arbitrage
- Embraer found success by specializing in regional and business jets.
- Higher profit margins in business aviation allowed aggressive pricing and market entry.