Bloomberg Intelligence Boeing Delivers Most Jets in 18 Months
Jul 8, 2025
Brandon Daniels, CEO of Exiger and an expert in global supply chain dynamics, dives into the complexities of tariffs and trade negotiations. He emphasizes the transformative effects of recent tariffs on industries like defense and automotive, highlighting how these sectors absorb costs to protect consumers. The discussion also covers shifts in global supply chains, examining the push for domestic manufacturing post-COVID-19. Daniels provides insights into the challenges and opportunities arising from these changes, making for a thought-provoking conversation.
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Air India Crash Engine Focus
- The Air India 787 crash focus is likely on engine performance, not manufacturing defects.
- Boeing probably won't be blamed, despite the tragedy, as engines might have failed simultaneously.
Boeing's Production Recovery
- Boeing delivered 60 aircraft in June, its best in 18 months, reflecting factory improvement.
- 37 of 42 737s were freshly built in June, showing production ramping up as planned.
Positive Review of CEO Ortberg
- CEO Kelly Ortberg is improving Boeing's quality, throughput, cash, and balance sheet.
- Early indications suggest he is doing a good job navigating company challenges.