Bloomberg Talks Guillaume Faury, Airbus CEO Talks Demand, Tariffs Impact, European Defense
Jun 16, 2025
Guillaume Faury shares insights on how geopolitical tensions are reshaping the aviation industry. He discusses supply chain disruptions and their impact on air travel demand amid increasing tariffs. The conversation shifts to Europe’s drive for enhanced defense spending and the need for self-sufficiency in aerospace. Faury emphasizes the challenges posed by trade conflicts and the ongoing engine crisis, highlighting the industry's need for resilience and political backing to stay competitive.
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Balancing Aviation Challenges and Demand
- The aviation industry faces a mix of external challenges and enduring strong demand for air travel.
- This creates a scenario of uncertainty coupled with significant business activity potential.
Supply Challenges amid Strong Demand
- Airbus faces high delivery pressure from its backlog but deals with supply chain and geopolitical challenges.
- Despite difficulties, fundamental demand for air travel remains robust and growing.
Navigating Trade and Supply Risks
- Prepare for multiple trade tariff scenarios and build resilience accordingly.
- Focus on mitigating supply chain issues, especially the critical engine shortages for single-aisle aircraft.