Air Premia Adds Fourth Spare Engine to Improve Operational Safety

Emirates to Install Starlink for Free Onboard Wi-Fi Starting November Major Upgrade to Passenger Connectivity Emirates has announced it will begin installing SpaceX’s Starlink satellite internet service across its entire fleet starting this November, offering complimentary high-speed Wi-Fi to all passengers. The initiative, unveiled at the Dubai Airshow, represents a significant collaboration with Elon Musk’s company and a substantial investment aimed at enhancing the airline’s in-flight connectivity experience. The service will first be introduced on a Boeing 777 flight scheduled for November 23. Emirates plans to retrofit all 232 Boeing and Airbus wide-body aircraft by mid-2027, installing the system in approximately 14 planes each month. Notably, the airline will debut the world’s first Starlink-enabled Airbus A380 in February 2026. Emirates President Tim Clark described the rollout as “another defining moment” for the airline’s customer experience. He emphasized that the introduction of the world’s fastest Wi-Fi will transform passenger expectations by enabling seamless productivity, real-time communication, and uninterrupted access to digital services throughout the flight. Investment and Service Features The airline is committing $5 billion to this retrofit program, aiming to provide a consistent and premium connectivity product across its entire fleet. Clark highlighted Emirates’ intention to avoid the fragmented service models common among competitors, ensuring that all customers receive the airline’s highest standards regardless of route or aircraft type. With Starlink, passengers will be able to stream video content, play online games, make voice calls, work remotely, and engage with social media platforms using both seatback screens and personal devices. Importantly, access to the Wi-Fi service will be free of charge and will not require membership in Emirates’ loyalty program, Skywards. Challenges and Industry Context Despite the ambitious plan, Emirates faces several challenges. Regulatory approval for satellite internet operators like Starlink in the UAE remains pending, although the airline anticipates service will commence shortly after takeoff. Additionally, technical integration complexities and competition from established in-flight connectivity providers such as Viasat and Gogo could present obstacles. The move is expected to intensify market competition, potentially prompting rivals to upgrade their offerings or reconsider pricing strategies in response to rising passenger demand for reliable onboard internet. This development aligns with a broader industry trend toward adopting Starlink technology. Qatar Airways became the first Middle Eastern carrier to introduce Starlink on its Boeing 777s in October 2024 and is currently retrofitting its Airbus A350 fleet. British Airways plans to launch Starlink connectivity in 2026, underscoring the growing competition among airlines to provide superior in-flight internet services. Starlink is already operational in several Middle Eastern countries, including Qatar, Oman, Bahrain, and Jordan, with Lebanon set to follow after recent regulatory approval. Emirates’ adoption of Starlink further reinforces its position as a leader in premium passenger experience, complementing its signature amenities such as the A380 onboard lounge and first-class shower facilities. Financial Performance and Market Outlook As the world’s largest international airline, Emirates recently reported a 13% increase in half-year profits, reaching Dh9.9 billion ($2.7 billion). The airline expects strong travel demand to continue throughout the remainder of the financial year. Against this backdrop, Emirates’ partnership with Starlink is poised to set a new benchmark for in-flight connectivity, intensifying the race among global carriers to deliver enhanced digital services to passengers.

Material Support for GAMIT Reaches Record High Amid Industry Surge **Stansted, UK, 17 November 2025** – GAMIT has announced a record-breaking increase in aircraft spare-parts deliveries in 2025, achieving a 32% rise in global part and component support for both VIP and commercial operators compared to the previous year. This unprecedented growth aligns with a broader upswing in the aviation supply chain, fueled in part by the global surge in demand for AI chips and sustained activity across high-tech manufacturing sectors. The company’s expansion in logistics and material-supply capabilities, particularly for Airbus and Boeing platforms, was driven by several high-volume, long-term contracts with maintenance, repair, and overhaul (MRO) organisations and airline partners worldwide. GAMIT’s enhanced repair-management programme, which leverages deep technical expertise and strategic partnerships with leading landing-gear and engine MRO providers, was instrumental in this success. Throughout 2025, GAMIT managed major component repairs and overhauls, ensuring projects were delivered on schedule and within budget, supported by weekly client updates and on-site technical oversight during overhaul and final acceptance testing. Landing Gear and Engine Programme Highlights In 2025, GAMIT successfully completed overhauls of multiple landing-gear shipsets, including two Boeing 737-NG, four Airbus A320, and two Bombardier platforms. Looking ahead to 2026, the company has already secured contracts for three Boeing 737-NG, two Bombardier platform, and one Airbus A330 landing-gear shipset overhauls. The engine and auxiliary power unit (APU) repair management segment also saw significant activity. This included two CFM56-5 engine repairs, two CFM56-7 accessory gearbox (AGB) modifications, as well as the overhaul of an Airbus Honeywell APU and repair of a Pratt & Whitney APU. These accomplishments underscore GAMIT’s growing expertise in complex engine-related repair management and its ongoing commitment to technical excellence. Industry Context and Market Dynamics GAMIT’s record material support coincides with a global surge in demand for advanced technology components, particularly those associated with the AI chip boom. This trend has propelled companies such as Applied Materials to new market highs, reflecting strong semiconductor demand despite challenges posed by trade restrictions and cyclical industry pressures. Investor sentiment has become increasingly selective, as evidenced by mixed market reactions to record results from technology firms like Palantir. While competitor responses remain uncertain, the underlying demand for AI-focused tools and chips continues to drive growth across multiple sectors, including aviation. Supporting Fleet Modernisation and VIP Projects Throughout 2025, GAMIT played a pivotal role in supporting a major commercial operator’s fleet transition from Boeing 737-Classic to 737-NG aircraft. The company provided critical parts, tailored rotable consignment programmes, and strategic support stock designed to minimize operational interruptions and reduce aircraft on ground (AOG) delays. In addition, GAMIT expanded its premium service offerings for VIP, Head-of-State, and special-mission operators by supplying bespoke components and project-management oversight for complex cabin completions and refurbishments. The company’s involvement extended beyond initial delivery, providing ongoing parts support to maintain unique cabin systems across three continents. To further enhance support for both commercial and VIP clients, GAMIT invested in strategic inventory growth for Boeing and Airbus platforms, positioning stock across the UK, Switzerland, and Turkey to enable faster global response times. Outlook Following a record-setting year, GAMIT remains focused on delivering agile, quality-driven solutions in material supply, consultancy, lease-transition support, repair management, and digital aircraft records services. Despite ongoing industry challenges, the company’s commitment to operational excellence and customer-centric service positions it well for continued growth into 2026 and beyond.

Pratt & Whitney Secures Engine Supply to Support Airbus 2025 Delivery Ambitions Pratt & Whitney has confirmed it has delivered a sufficient number of engines to enable Airbus to meet its ambitious target of 820 aircraft deliveries by the end of 2025. This development marks a significant breakthrough in addressing one of the most persistent supply chain challenges faced by the aerospace industry this year. By the end of October, Airbus had delivered 585 aircraft, leaving 235 to be completed in the remaining months. Engine availability, particularly from Pratt & Whitney and CFM International, has been a critical bottleneck for Airbus throughout 2025. Overcoming Supply Chain Challenges Pratt & Whitney, a key engine supplier for Airbus, has played a pivotal role in alleviating production constraints. Since its establishment in 1925, the company has produced over 85,000 engines for more than 17,000 customers. Its Geared Turbofan (GTF) engine family powers a substantial portion of the Airbus A320neo fleet and is the exclusive engine for the A220 model. Approximately half of all A320neo orders are equipped with Pratt & Whitney engines, with the PW1100G-JM variant for the A320neo and the PW1500G for the A220 being the most widely deployed. Despite encountering setbacks such as material defects that led to the grounding of some A320 aircraft and ongoing corrosion issues affecting the A220, Pratt & Whitney has made significant progress in reducing its engine backlog. The company is actively addressing the PW1500G grounding, targeting resolution by late 2026 through technical enhancements and upgrades. Looking forward, Pratt & Whitney aims to increase GTF engine production by 8 to 10 percent in 2025, even as it manages a multi-year recall that has grounded hundreds of jets. The company faces intense competition from CFM International, the joint venture between GE Aerospace and Safran, as both suppliers strive to support Airbus’s accelerated production plans. Airbus’s Delivery Outlook and Future Collaboration Airbus remains committed to its delivery objectives, requiring an average of nearly 117 aircraft per month in the final quarter to meet its year-end goal. Currently, around 30 aircraft are awaiting engine installation, highlighting the continued pressure on the supply chain. To sustain future growth, Pratt & Whitney is engaged in ongoing negotiations with Airbus regarding engine supply agreements for the next three years. Airbus plans to increase A320neo production rates from the current 63 aircraft per month to 75 by 2027. Rick Deurloo, president of commercial engines at Pratt & Whitney, emphasized the close coordination between the two companies, stating, “We are aligned with the deliveries with them for the balance of this year… anything we’re delivering now is for next year.” In addition to addressing immediate production needs, Pratt & Whitney is developing a next-generation narrowbody engine in collaboration with Airbus, Boeing, and Embraer. This initiative aims to reinforce the company’s position in the commercial aviation market as Airbus prepares for even higher delivery targets in 2026 and beyond.

CDB Aviation Leases Two 737 MAX 8 Jets to Ethiopian Airlines **Dubai, November 17, 2025** – CDB Aviation, the Irish subsidiary of China Development Bank Financial Leasing Co., Ltd. (CDB Leasing), has finalized lease agreements for two Boeing 737 MAX 8 aircraft with Ethiopian Airlines, Africa’s largest carrier. The aircraft are slated for delivery in the first half of 2026 and will support Ethiopian Airlines’ ongoing efforts to modernize and expand its fleet. Strategic Expansion Amid Market Growth Jie Chen, Chief Executive Officer of CDB Aviation, expressed optimism about the partnership, highlighting the potential of the African aviation market. He noted that the continent’s growing population is driving increased demand for air travel, both for business and leisure purposes. Chen emphasized that Ethiopian Airlines, through continued investment in its fleet, is well positioned to enhance connectivity across Africa, thereby making air travel more accessible to a broader population. Navigating the Legacy of the 737 MAX The decision to incorporate Boeing 737 MAX 8 jets into Ethiopian Airlines’ fleet comes amid ongoing challenges related to the aircraft’s troubled past. The 737 MAX was grounded globally following two fatal crashes in Indonesia and Ethiopia, both attributed to malfunctions in the aircraft’s flight-control system. The Ethiopian crash, in particular, resulted in significant legal repercussions for Boeing, including a $28 million jury award to the family of a United Nations consultant who perished in the incident. These events have left a lasting imprint on the perception of the 737 MAX’s safety within the industry and among the flying public. Although the aircraft has since returned to service after undergoing extensive modifications and regulatory review, skepticism persists among passengers and industry observers. Ethiopian Airlines’ move to lease the 737 MAX 8 signals a vote of confidence in the aircraft’s safety enhancements but also exposes the airline to continued scrutiny from both the public and market analysts. Competitive Dynamics and Industry Implications In the wake of the 737 MAX’s challenges, competitors are seeking to leverage the situation by promoting alternative aircraft. Notably, Hindustan Aeronautics Ltd (HAL), in collaboration with Russian partners, is advancing production of the SJ-100 jet, targeting airlines that may be reluctant to commit to the 737 MAX platform. Such developments could influence future fleet decisions, particularly in emerging markets where airlines are balancing growth ambitions with safety and reputational considerations. CDB Aviation, rated investment grade by Moody’s, S&P Global, and Fitch, remains a significant player in the global aircraft leasing sector. Supported by China Development Bank, one of the world’s largest development finance institutions, the company continues to expand its footprint in key growth regions, including Africa. As Ethiopian Airlines proceeds with its fleet expansion, the leasing of the 737 MAX 8 aircraft highlights both the opportunities and challenges confronting airlines and lessors in a market still shaped by the recent history of the MAX program. The transaction will be closely monitored for its implications on Ethiopian Airlines’ reputation, passenger confidence, and the broader competitive landscape within commercial aviation.

EU Proposes Draft Rules for AI Use in Aviation Regulatory Framework and Industry Consultation The European Union Aviation Safety Agency (EASA) has introduced its inaugural regulatory proposal concerning the use of artificial intelligence (AI) in aviation, initiating a three-month consultation period for industry stakeholders. This development represents a pivotal step toward establishing trustworthy AI systems within the aviation sector, in alignment with the broader objectives of the EU AI Act. The draft framework provides detailed guidance on AI assurance, human factors, and ethical considerations, with a particular focus on data-driven AI systems. It anticipates future applications, including Level 1 AI assistance and Level 2 human–AI teaming, with the dual aim of safeguarding safety standards while fostering innovation. Industry Response and Regulatory Challenges The proposal emerges amid growing scrutiny of the EU’s AI regulatory approach, which has faced resistance from major technology firms and political opposition, notably from the Trump administration, due to concerns over the potential costs and complexities of compliance. Similar apprehensions are now surfacing within the aviation industry, where stakeholders are carefully evaluating the feasibility and economic implications of the proposed rules. Industry experts caution that the new regulations may impose significant challenges on aviation companies, particularly in terms of compliance expenses and operational complexity. While some competitors may accelerate AI development to preserve their competitive advantage, others could encounter difficulties adapting to the evolving regulatory environment. Additionally, the EU’s openness to AI applications involving personal data has ignited debate over balancing innovation with privacy protection, a dynamic likely to influence market behavior and strategic decision-making across the sector. EASA has underscored the importance of stakeholder feedback in refining the regulatory framework, emphasizing the need to balance stringent oversight with the flexibility required to accommodate technological progress. Related Industry Developments In parallel with regulatory advancements, Airbus is intensifying production across its civil aircraft programs, targeting a record output of 75 A320 family aircraft per month by 2027. This ambitious “rate 75” goal, the highest in civil aerospace, is largely driven by the success of the A321neo model, which now constitutes approximately two-thirds of the A320 family’s order book. Airbus currently holds a backlog exceeding 7,000 A320neo family aircraft, reflecting robust market demand and the company’s commitment to timely, high-quality deliveries. In the maritime sector, Mitsui OSK Lines (MOL) continues to dominate the global liquefied natural gas (LNG) carrier market. As of March 2025, MOL operated 107 LNG carriers, maintaining the largest fleet worldwide and reinforcing its leadership in LNG transport capacity and expertise. *Published on November 17, 2025*

ST Engineering Sells 49% Stake in Shanghai MRO Joint Venture to China Eastern Airlines for 680.5 Million Yuan Strategic Divestment Marks Shift in Aerospace Partnerships ST Engineering has agreed to sell its 49 per cent stake in Shanghai Technologies Aerospace Company (Starco) to China Eastern Airlines for 680.5 million yuan (approximately S$124 million) in cash. Announced on November 17, the divestment reflects a strategic realignment by both companies as they pursue independent growth trajectories within the aerospace sector. The transaction is expected to generate a one-off gain of around S$48 million for ST Engineering, based on Starco’s carrying value of S$60.2 million. Net proceeds from the sale, estimated at S$116.3 million, will be directed towards debt reduction, enabling the company to achieve annual interest expense savings of approximately S$4.2 million. Background and Operational Context Starco, established in 2004 as a maintenance, repair, and overhaul (MRO) joint venture, operates airframe MRO services from facilities located in Shanghai’s Hongqiao and Pudong districts. Although the partnership was initially set for a 20-year term and extended in 2024, both parties have mutually agreed to conclude their collaboration to better focus on their respective strategic priorities. ST Engineering cited its strengthened commercial aerospace presence in China as a key factor behind the divestment. The company has expanded its footprint with new airframe MRO facilities in Guangzhou and Ezhou, Hubei—the latter currently undergoing expansion with the addition of a second hangar—as well as an engine MRO facility in Xiamen. These developments, alongside ongoing projects in Singapore, China, and the United States, ensure that ST Engineering’s total MRO capacity remains above pre-pandemic levels despite the sale of its stake in Starco. Implications for China Eastern Airlines and Market Dynamics China Eastern Airlines’ acquisition of the Starco stake aligns with its strategic objective to enhance its MRO capabilities amid a competitive and evolving aviation landscape. The move is anticipated to improve the airline’s operational efficiency and strengthen its competitive positioning, particularly as it expands its international network, including increased flight frequencies on routes such as Shanghai to New Delhi. However, the transaction may encounter challenges related to market conditions, regulatory compliance, and competitive responses. Rival operators may seek to bolster their own MRO operations or pursue acquisitions to maintain market share in the increasingly contested sector. Under the terms of the agreement, China Eastern will pay an initial tranche of 506.7 million yuan upon completion, with the remaining 73.8 million yuan secured by a bank guarantee and payable by December 31, 2026. Starco’s net profit for 2024 is projected at approximately S$7.5 million. As Starco is equity-accounted, its revenue is not consolidated into ST Engineering’s financial statements. Following the announcement, ST Engineering shares closed down S$0.19, or 2.2 per cent, at S$8.49 on Friday.

Long-Range Narrowbody Jets Unlikely to Diminish Middle Eastern Demand Persistent Preference for Widebody Aircraft Airbus asserts that the Middle East’s strong preference for widebody aircraft will continue unabated, even as long-range narrowbody jets increasingly enter long-haul route networks. In its latest 20-year forecast, the manufacturer projects that the region will receive over 4,000 new aircraft by 2044, with widebodies comprising 42% of these deliveries. This enduring demand reflects the unique operational characteristics and market dynamics of the Middle East. Grainne van den Berg, Airbus’s head of marketing for Africa and the Middle East, described the region as a “unique story” in terms of widebody demand during an event at the Dubai Airshow. She highlighted the presence of “large global connectors” and consistently high-demand routes as key factors underpinning this preference. The Middle East’s appetite for widebodies is further illustrated by Emirates’ previous deployment of the Airbus A380 on its Dubai-Kuwait route—a short flight lasting just 1 hour and 45 minutes. Gabriel Semelas, Airbus’s president for Africa and the Middle East, noted that such usage is rare globally, underscoring the region’s distinctive operational patterns. Although Emirates has since replaced the A380 with the A350-900 on this route, the example remains indicative of the Middle East’s widebody-centric strategy. Complementary Role of Long-Range Narrowbodies Despite the growing introduction of advanced long-range narrowbody models such as the A321LR and A321XLR, Airbus views these aircraft as complementary rather than substitutive to widebodies. Van den Berg emphasized that while these narrowbodies enable airlines to launch new services and expand their networks, they do not reduce the fundamental demand for larger aircraft. Etihad Airways, for example, began incorporating A321LRs into its fleet this year, promoting them as offering “widebody comfort on a single-aisle aircraft.” This approach reflects a strategic use of narrowbodies to enhance connectivity without displacing widebody operations. Growth Prospects and Market Outlook Airbus forecasts that the Middle East’s regional aircraft fleet will more than double over the next two decades, expanding from 1,480 aircraft at the end of 2024 to 3,700 by 2044. This growth is supported by a robust compound annual growth rate of 4.4% in passenger traffic, driven by factors such as economic diversification, increased infrastructure investment, and improved regional connectivity. Looking ahead, several Middle Eastern routes are expected to rank among the world’s 20 busiest traffic flows by 2044, particularly those linking the region to Western Europe and the Indian subcontinent. This outlook reinforces the view that, despite the increasing presence of long-range narrowbodies on long-haul routes, the Middle East’s demand for widebody aircraft will remain a defining characteristic of its aviation market for decades to come.

United's Dreamliner Trio: Unveiling the Top Routes for Each 787 Variant United Airlines is among the few global carriers operating the full spectrum of Boeing 787 Dreamliner variants—the 787-8, 787-9, and 787-10. According to ch-aviation, the airline’s current fleet comprises 12 787-8s, 47 787-9s (with an additional 141 on order), and 21 787-10s. These aircraft are configured in three-class layouts, accommodating 243 passengers on the 787-8, between 222 and 257 on the 787-9, and 318 on the 787-10, as detailed by aeroLOPA. Aviation analytics firm Cirium provides insight into how United strategically deploys each variant across its extensive global network. Boeing 787-8: Transatlantic Specialists This month, United has scheduled 436 flights using the 787-8, offering nearly 106,000 seats and generating over 478 million available seat miles. The 787-8 primarily serves transatlantic routes, connecting major U.S. hubs to key European cities. Daily flights operate from Chicago O’Hare (ORD) to Barcelona (BCN), Milan Malpensa (MXP), and Munich (MUC), alongside a daily service from Washington Dulles (IAD) to Munich. These routes underscore the 787-8’s role in linking the United States with important European markets. Boeing 787-9: Transpacific Workhorse The 787-9 is United’s most heavily utilized Dreamliner variant, with 1,795 flights scheduled this month. It offers over 461,000 seats and 2.6 billion available seat miles. Unlike the 787-8, the 787-9’s primary deployment is on transpacific routes. Notable services include twice-daily flights from San Francisco (SFO) to Seoul Incheon (ICN) and Singapore (SIN), as well as from Los Angeles (LAX) to Hong Kong (HKG). Domestically, the 787-9 operates more than daily flights between Newark (EWR) and San Francisco, demonstrating its versatility in serving both international and high-demand domestic corridors. Boeing 787-10: High-Capacity Connector Although detailed route data for the 787-10 is less readily available, this largest Dreamliner variant is typically assigned to high-capacity routes. Its 318-seat configuration is well-suited for busy transcontinental and transatlantic markets where passenger demand justifies larger aircraft. The 787-10’s deployment reflects United’s strategy to maximize efficiency on key corridors with significant traffic volumes. Navigating Growth and Competition United’s dedication to the Dreamliner family is evident. In a 2022 statement, the airline highlighted the 787’s role in replacing older widebody aircraft and enhancing operational efficiency through improved fuel consumption and maintenance economics. However, integrating new 787 variants presents challenges, including the need to update crew training, maintenance procedures, and manage potential supply chain disruptions. The competitive environment is also intensifying. As United expands its Dreamliner fleet, rival airlines may accelerate their own fleet modernization efforts or introduce new long-haul routes to protect market share. Boeing’s recent $1 billion investment in expanding 787 production capacity in South Carolina signals strong demand, supporting United’s growth ambitions while simultaneously heightening industry competition. United’s strategic utilization of all three Dreamliner variants positions the airline to capitalize on growing global travel demand. Nonetheless, operational complexities and evolving market dynamics will influence how United and its competitors navigate the future of long-haul aviation.

Airbus Secures Major Air China Cargo Order for Six A350F Freighters Airbus has finalized a significant contract with Air China Cargo for six A350F freighters, converting a prior commitment into a firm order. This agreement designates Air China Cargo as the launch customer for the A350F in mainland China, reinforcing Airbus’s presence in one of the world’s fastest-growing air freight markets. The new widebody freighters are set to gradually replace the airline’s aging Boeing 747-400F and Airbus A330-200F aircraft, offering enhanced payload efficiency alongside substantial reductions in fuel consumption and emissions. Details of the Agreement and Aircraft Capabilities The purchase agreement, signed on November 14, 2025, stipulates that deliveries will commence later this decade. This order follows Air China Cargo’s earlier announcement of plans to acquire up to ten A350F aircraft—comprising six firm orders and four options—valued at approximately $4.6 billion at list prices. Each A350F, based on the larger A350-1000 platform, is capable of carrying up to 111 tons of cargo. It features a reinforced floor and a large main-deck cargo door, designed specifically for freight operations. Airbus asserts that the A350F achieves around 40% lower fuel burn and carbon dioxide emissions compared to older 747-400 freighters, a critical advantage amid China’s tightening environmental regulations. Strategic Implications for Airbus and Air China Cargo For Airbus, the deal represents more than a commercial success; it embeds the A350F within China’s flagship all-cargo operator and signals strong regulatory and political support for the program in a vital market. The order also bolsters Airbus’s A350F backlog, which had reached approximately 74 commitments from a dozen customers by October 2025. This momentum is particularly important as Airbus contends with recent order cancellations and reductions from other carriers, including Air Lease and Air France-KLM, while managing production and delivery schedules for the A350F. Industry response to the Air China Cargo order has been broadly positive, with analysts viewing it as a significant boost for the A350F program. The deal intensifies competition with Boeing’s 777-8F, as airlines worldwide accelerate the retirement of older 747s and MD-11s. Concurrently, Airbus is anticipated to secure the majority of flydubai’s forthcoming jet order, potentially diminishing Boeing’s market share with that carrier. Meanwhile, Turkish Airlines’ recent strategic moves—such as equipping new Boeing 787s with GEnx engines and acquiring a stake in Air Europa—are further reshaping the competitive landscape. Fleet Renewal and Market Impact For Air China Cargo, the acquisition of the A350F marks the start of a comprehensive fleet renewal strategy. The introduction of these advanced freighters will expand the airline’s long-haul capacity, facilitate future fleet modernization, and support its transition toward more sustainable operations. As the A350F integrates into a mixed fleet that includes Boeing 777F, 747-400F, and A330-200F models, Air China Cargo is positioning itself to meet growing demand while complying with increasingly stringent environmental standards. This agreement underscores the strategic importance of the Chinese air cargo market and highlights evolving dynamics in global air freight as carriers modernize their fleets to enhance efficiency and sustainability.

Airbus Set to Secure Majority of Flydubai Jet Order, Challenging Boeing’s Longstanding Hold Airbus is poised to capture the majority of a significant jet order from flydubai at the Dubai Airshow this week, potentially ending Boeing’s exclusive relationship with the rapidly expanding low-cost carrier, according to sources familiar with the negotiations. The European manufacturer is reportedly close to finalizing a deal to supply approximately 100 A321neo aircraft to flydubai, while the airline continues discussions with Boeing for a smaller order of several dozen 737 MAX jets. This prospective agreement would mark a historic shift for flydubai, which has until now been an exclusive Boeing customer. The final composition of the order remains under negotiation and could see Airbus’s share exceed 100 aircraft. The Dubai Airshow, running from November 17 to 21, is expected to be the venue where the deal is concluded. Both Airbus and Boeing have declined to comment on the ongoing talks, and flydubai, which currently operates or has on order 175 Boeing 737 MAX jets alongside 30 larger Boeing 787s, has not responded to requests for comment. Strategic Implications for Airbus and Boeing Securing this order would represent a significant breakthrough for Airbus, allowing it to penetrate one of the world’s most prominent customers for the 737 MAX and further solidify its leadership in the market for large narrow-body jets. Despite this potential shift, flydubai is anticipated to maintain a relatively balanced fleet, given its substantial existing commitments to Boeing aircraft. Flydubai has previously indicated intentions to place its largest-ever aircraft order, potentially surpassing the 175 MAX jets ordered in 2017. Including purchase options, the airline could gain access to hundreds of new aircraft as a result of the ongoing negotiations. This development is likely to prompt competitive responses from Boeing, which may intensify efforts to strengthen relationships with other clients to mitigate the impact of losing a major order. Market analysts suggest that Airbus’s stock could benefit from the anticipated large order, while Boeing’s shares may face downward pressure. The Dubai Airshow thus emerges as a critical platform for both manufacturers to showcase their products and manage key client relationships amid evolving market dynamics. Industry Context and Outlook Boeing Commercial Airplanes CEO Stephanie Pope emphasized on Sunday that the company’s focus at the airshow would be on discussions with airlines regarding its recovery strategy following a series of corporate challenges, rather than aggressively pursuing new orders. Analysts have noted that Airbus is well-positioned to dominate this year’s Dubai Airshow, particularly after a visit by U.S. President Donald Trump in May accelerated Boeing order announcements that might otherwise have been revealed at the Middle East event. Airbus also projected on Sunday that the region’s aircraft fleet is expected to more than double to 3,700 planes by 2044, underscoring the strategic importance of the Middle Eastern market for both manufacturers.