Commercial aviation’s problem isn’t demand, it’s supply. As the industry heads into its third year of recovery, deliveries are failing to keep pace with demand due to production shortfalls at many levels of the supply chain.
How long could the crisis go on? Where are the problems most acute? What are suppliers saying they need to get healthier? And how realistic are production ramp-ups planned by Airbus and Boeing?
RBC Capital Markets Managing Director Ken Herbert teams up with Aviation Week Network editors to discuss the findings of his firm’s Voice of the Supplier survey and the road ahead for aviation’s bumpy recovery.
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