Core Viewpoint - The head of AerCap highlighted an acute supply shortage of widebody jets, indicating that Boeing and Airbus are unlikely to exceed their previous production peaks [1] Group 1: Company Insights - AerCap, as the world's largest aircraft leasing company, is directly impacted by the supply constraints in the widebody jet market [1] - The statement from AerCap's leadership suggests a potential opportunity for aircraft leasing companies to capitalize on the limited availability of new jets [1] Group 2: Industry Trends - The aircraft manufacturing industry, particularly Boeing and Airbus, is facing challenges in ramping up production to meet demand, which may affect the overall supply chain dynamics [1] - The acute supply situation may lead to increased leasing rates and demand for existing aircraft in the market [1]