Core Insights - The Moroccan aerospace industry is experiencing steady growth, with exports increasing by 8.9% in the first half of 2025, reaching 14.13 billion dirhams (approximately $1.5 billion) [1] - The export of aerospace components rose by 890 million dirhams, while harness systems exports increased by 480 million dirhams [1] - Since 2014, the aerospace sector in Morocco has seen a remarkable 244% growth in export value, with expectations for further achievements by the end of 2025 [1] Industry Overview - Major global aerospace companies such as Airbus, Boeing, Safran, Bombardier, and Pratt & Whitney are expanding their collaborations in Morocco [1] - Boeing has recently supported the establishment of five "Aerospace Excellence Centers" in Morocco [1] - The Moroccan aerospace industry comprises over 150 companies, generating 26,000 jobs, with localization rates exceeding 40% in certain areas [1] - It is noted that "every aircraft in the world has at least one component produced in Morocco" [1]

Boeing Defense and the machinists' union remained at loggerheads after meeting on Tuesday in an effort to resume contract negotiations as a strike by about 3,200 St. Louis-area workers that assemble m... ...

Boeing said on Tuesday that it delivered 57 jets in August, up from 48 in July. It was the highest number of deliveries in August since 2018, when the U.S. planemaker handed over 64 airliners. ...

Core Viewpoint - The article discusses how Boeing has become a central figure in U.S. trade deals under President Trump, with countries often announcing large orders for Boeing aircraft as part of their agreements, highlighting the symbolic and economic significance of these transactions. Group 1: Trade Deals and Boeing Orders - Countries that strike trade deals with the U.S. frequently announce substantial orders for Boeing jets, exemplified by South Korean President Lee Jae Myung's visit where Korean Air ordered 103 Boeing aircraft valued at $36.2 billion [2] - Japan placed an order for 100 Boeing jets, while the UK ordered $10 billion worth of Boeing aircraft as part of its trade deal with the U.S. [3] - Smaller economies like Malaysia, Indonesia, and Cambodia have also included Boeing purchases in their trade agreements [3] Group 2: Reasons for Boeing's Prominence - Boeing's visibility and high value make it an attractive item in trade agreements, serving as a "high profile" statement for the president [4] - High-value aircraft deals allow countries to show commitment to reducing trade surpluses with the U.S., which is a key reason for tariffs imposed by Trump [5] - Aircraft imports are politically less contentious for most U.S. trading partners compared to commodities like steel or agricultural products [6] Group 3: Economic Context and Industry Dynamics - Boeing's production backlog is 11.5 years, allowing airlines to announce purchases without immediate financial strain [8] - The international tourism industry is growing, making U.S.-made passenger aircraft a necessary inclusion in trade deals [9] - Global airline net profits are projected to reach $36 billion in 2025, indicating a healthy market for aircraft [10] Group 4: Boeing's Challenges and Improvements - Despite safety scandals and production quality concerns, Boeing has made improvements that have increased confidence among airline executives [11] - The company remains a significant player in the duopoly of the aircraft manufacturing industry alongside Airbus, limiting options for buyers [10]

The head of the Federal Aviation Administration said on Monday the agency had not made any decisions on whether to lift the 38 plane per month 737 MAX production in place since early 2024, or how it o... ...

Group 1 - Vertical Research Partners upgraded Boeing Co. from Hold to Buy and set a price target of $270, citing easing supply chain issues and signs of the aerospace cycle entering a mid-phase [1][2] - Airline revenue passenger mile growth is stabilizing at around 5%, indicating a positive trend for the industry [1] - Supply chain disruptions affecting original equipment manufacturers are showing signs of improvement, supporting a more balanced stance between aftermarket and OEM exposure [1] Group 2 - Boeing is described as one of the sector's most prominent OEM names, highlighting its favorable positioning for the next phase of the aerospace cycle [2]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.The Boeing Company (NYSE: BA ) is making significant steps in its recovery. The company is seemingly closing in on a production rate increase for the Boeing 737 MAX and is finally gainingDhierin runs the investing group The Aerospace Forum , whose ...

Key Takeaways Boeing has led SAF adoption since 2008, from test flights to its ecoDemonstrator program.In 2024, Boeing made its largest annual SAF purchase of 9.4 million gallons.A 2025 Norsk e-Fuel partnership advances large-scale e-SAF production in Europe.As industries across the board race toward a carbon-neutral era, the global aviation industry, with its aspiration to achieve full decarbonization by 2050, has been driving the demand for sustainable aviation fuel (SAF). Being a prominent leader in this ...

Core Viewpoint - Ryanair's CEO, Michael O'Leary, has indicated that potential U.S. tariffs on aircraft could lead the airline to reconsider its orders with Boeing and possibly turn to Chinese manufacturer COMAC for the C919 aircraft if prices are favorable [3][9][10]. Group 1: Ryanair's Aircraft Orders - Ryanair has placed a total order of 210 Boeing 737 MAX aircraft, with the last batch expected to be delivered by March next year [4]. - Additionally, there are confirmed orders for 150 larger MAX 10 aircraft, with an option for another 150, with the first deliveries scheduled for 2027 [5]. Group 2: U.S. Tariffs and Market Dynamics - O'Leary's comments were a direct response to a warning from U.S. Congressman Krishnamoorthi, who advised Ryanair against purchasing Chinese-made aircraft [6][9]. - O'Leary stated that unless tariffs significantly impact the pricing of Boeing orders, there is no immediate need to consider alternative aircraft [7]. Group 3: Potential for C919 - Although O'Leary has not engaged in discussions with COMAC regarding the purchase of C919 aircraft, he mentioned that if the C919 could be priced 10% to 20% lower than Airbus's offerings, it would be a serious consideration [8][10]. - The acknowledgment from the CEO of Europe's largest airline that the C919 is a potential option signifies a recognition of the aircraft's place in the international market [10][11].

Core Insights - Boeing and the Royal Australian Air Force (RAAF) have successfully demonstrated the operational viability of the MQ-28 Ghost Bat Collaborative Combat Aircraft (CCA) [1][2] - The MQ-28 has completed 150 hours of flight and over 20,000 hours of virtual testing, validating its autonomous capabilities [2] - The demonstrations were completed four months ahead of schedule, allowing for accelerated development phases, including an air-to-air weapon shot planned for late 2025 or early 2026 [3] Development and Capabilities - The MQ-28 is designed to enhance air combat operations by complementing existing crewed platforms with autonomous behaviors [2][3] - The capabilities validated in 2025 will be integrated into the Block 2 aircraft currently in production, establishing an initial operational capability for the RAAF and allied partners [4] - The MQ-28's operational tests included multi-ship operations, combat mass deployment, and data fusion between multiple MQ-28 aircraft and crewed platforms [6]