Scott Mikus

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.

In this engaging discussion, Michael Bruno, Chief Business Editor at Aviation Week, Jens Flotow, global commercial aviation editor, and Scott Mikus from Melios Research dive deep into the tumultuous Boeing strike. They explore the striking workers' impact on suppliers and production, revealing emerging financial crises. The conversation highlights the pressing need for effective negotiations to stabilize operations, while unpacking the broader implications for the aviation supply chain and investor sentiment in this challenging economic climate.