Emirates airline boss sees positive progress at troubled Boeing

Core Viewpoint - Emirates Airlines is observing positive signs of progress from Boeing regarding the resolution of delivery delays for new jetliners, with a more determined approach from Boeing's management under the new CEO [1][4]. Group 1: Boeing's Production and Delivery Challenges - Boeing is working to stabilize and increase production after facing a quality crisis and labor strikes that halted most aircraft production last year [2]. - The company is awaiting certification from the US Federal Aviation Administration for its 777X wide-body plane, with Emirates having 205 units on order, and deliveries are expected to start between the second half of 2026 and the first quarter of 2027, which is six years behind schedule [4][5]. Group 2: Industry Supply Chain Issues - The aerospace industry continues to face chronic supply chain problems, with Emirates President Tim Clark urging manufacturers to take responsibility for these issues [6]. - Airbus has warned airlines of an additional three years of delivery delays due to ongoing supply chain backlogs [7]. Group 3: Market Dynamics and Tariffs - Emirates has not observed any shift in demand patterns due to President Trump's tariff policies, indicating stability in their market [8][12]. - GE Aerospace, a key engine supplier for Emirates, is expected to absorb much of the tariff impact into its margins, while Rolls-Royce has faced maintenance challenges with some engine models in extreme climates [9][12]. Group 4: Future Opportunities - There are still opportunities for Rolls-Royce in the Gulf region if they can meet performance requirements, although uncertainty remains regarding a potential deal for Airbus A350-1000 jets [13].