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Airbus Delivers 81 Jets in May Following Resolution of China Dispute

Airbus Delivers 81 Jets in May Following Resolution of China Dispute
Airbus reported a substantial increase in aircraft deliveries in May, delivering 81 jets to customers compared to 51 in the same month last year. This marked improvement follows the resolution of a regulatory impasse with Chinese authorities that had previously delayed shipments.
Resolution of Regulatory Standoff with China
Industry insiders attribute the surge in deliveries to the release of approximately 20 aircraft that had been held up by Chinese regulators. Initially described by Airbus as an "administrative topic," French media later revealed the delay was politically motivated. Beijing reportedly withheld deliveries to exert pressure on European regulators to certify China’s domestically produced passenger jet, the COMAC C919. The European Union Aviation Safety Agency has since confirmed that validation efforts for the C919 are now "progressing with full cooperation," enabling Airbus to proceed with the previously stalled deliveries.
Market Context and Ongoing Challenges
The delivery increase occurs amid intensifying competition in the global aviation sector. Boeing recently announced a potential agreement with China for 200 jets, with the possibility of expanding the order to 750 aircraft. Concurrently, Airbus secured a record $19 billion order from AirAsia for 150 A220 aircraft, highlighting strong demand for fuel-efficient models.
Despite the positive momentum in May, Airbus continues to face significant operational challenges. Persistent supply chain disruptions, including delays in engine and cabin equipment shipments, have affected production schedules. Additionally, bottlenecks at a U.S. facility supplying parts for the widebody A350 have contributed to delivery delays. These issues have notably postponed the delivery of 12 A350-1000s to Qantas, forcing the Australian airline to delay its plans for nonstop flights to London and New York.
Market reactions have mirrored these concerns, with Airbus shares declining following reports of further A350 delivery delays. This has raised doubts about the company’s ability to meet its ambitious target of 870 deliveries for the year.
Airbus has declined to comment on the latest delivery figures ahead of its scheduled monthly data release on Friday.

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