Jens Flottau

In this discussion, Wall Street analyst Scott Mikus offers insights into how rising trade tensions impact aerospace giants Boeing, Airbus, and COMAC. Jens Flottau highlights the critical repercussions for production and supply chains as tariffs reshape demand, especially in relation to China. Michael Bruno dives into the complexities facing engine manufacturers and the financial strains of material costs. The trio emphasizes the importance of dialogues between industry and labor to navigate these challenges while addressing broader implications for job security and national interests.

Join industry experts Jens Flottau, a veteran commercial aviation journalist, and Sash Tusa, a financial analyst from Agency Partners, as they dissect Airbus's struggles in the competitive airplane market. They explore production challenges rooted in supply chain disruptions and the ripple effects stemming from Boeing's issues. The duo also discusses leadership changes at Airbus and the impending necessity for modernization in production strategies, highlighting how these factors contribute to the company’s stagnation.

Jens Flottau, an executive editor with expertise in airframe issues, Sean Broderick, a safety editor focused on operational implications, and Michael Bruno, a chief business editor with a financial lens, dive into the challenges facing Airbus and the resurgence of Boeing. They discuss Airbus's cut in its 2025 delivery target due to supplier issues, operational safety concerns stemming from an EASA software rollback, and Boeing's improving financial outlook with reduced cash burn forecasts. The panel examines who should be held accountable for Airbus's struggles and the constraints on increasing production rates.