Boeing(BA) New York Post·2025-06-15 23:25Group 1: Demand Forecast - Boeing expects global demand for air travel to increase by more than 40% by 2030, leading to a need for 43,600 new airliners through 2044, which is similar to last year's forecast of 43,975 new deliveries through 2043 [1][4] - Airbus has revised its 20-year demand forecast up by 2% to 43,420 jets, indicating resilience in the air transport industry despite current trade tensions [2] Group 2: Delivery Projections - Boeing's delivery projection includes approximately 33,300 single-aisle airliners, over 7,800 widebody jets, 955 factory-built freighters, and 1,545 regional jets, with single-aisle jets making up about 80% of current deliveries [3] - Boeing anticipates that 51% of demand for new aircraft over the next 20 years will stem from growth rather than replacing older airplanes, with China and South/Southeast Asia expected to account for half of this additional capacity [10] Group 3: Economic and Traffic Growth Adjustments - Boeing has reduced its 20-year forecast for passenger traffic growth from 4.7% to 4.2%, global economic growth from 2.6% to 2.3%, cargo traffic growth from 4.1% to 3.7%, and fleet growth from 3.2% to 3.1% [4] Group 4: Production Challenges - Airplane production is currently at half or less of pre-pandemic levels, resulting in a shortage of 1,500 to 2,000 airliners [6][12] - Both Boeing and Airbus are facing challenges in returning aircraft production to pre-pandemic levels, with Boeing dealing with production safety concerns that have led to a cap on 737 production [7] Group 5: Recent Incidents - Boeing has improved production quality recently, but the crash of an Air India Boeing 787-8 Dreamliner has put the company back in crisis mode, affecting leadership plans and operations [9]