Richard Aboulafia - Teal Group


Last quote by Richard Aboulafia

Basically, they're telling them they have no intellectual property protection. This means you have Western manufacturers sometimes showing up with the 'latest and best' from
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May 08 2017 Airbus
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Richard Aboulafia is associated, including Iran, Ex-Im, and aircraft. Most recently, Richard Aboulafia has been quoted saying: “It's like watching a competitor creep up on you at a snail's pace and not necessarily moving in a straight line.” in the article China's push into the passenger jet market is not seen as an immediate threat to Boeing, Airbus.
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Richard Aboulafia quotes

There is absolutely no evidence whatsoever of additional F-35 cost savings as a result of President Trump's

It is a move away from the traditional managers, cheerleaders and engineers towards the bottom line-focused

Defense spending is linked to national security and threat perception, not resource prices. Even if low oil prices might complicate the timing of defense deals, it really has little to do with the total medium- and long-term volume of

It's a blow, but largely to morale more than anything

The Trump administration is absolutely determined to ratchet up tensions and the Iranians will of course, being hardliners there, want to do the

The F-35 was displacing all other players. But fourth generation production models, especially Boeing F-15s, are going to have a longer life than

If this thing is going to be rescued, it's going to have to be rescued by the President. And he's implied that he won't go to bat for

The Ex-Im bank is probably one of the few forms of government intervention that is both harmless and can make a

It isn't looking good, and we don't know what the impact is gonna be. The US is going to be the only manufacturing economy in the world without an export credit agency, and that's going to be

That's going to change fast, but there's so much we don't know because there's so much they don't

There might be cost overruns one day but there haven't been so

By reducing payload the plane could fly further. Still, it does appear to have been flying at the outer end of its range

In the here and now, Iran maybe has the ability to absorb and finance at most a quarter of the

Now it looks like 737 output will not grow as

737 output is their only realistic way to increase cash

This is part of a much broader problem that we've seen in the world, in which countries are turning inwards and reacting against globalization and open

It further reduces the prospect of the deals going

It's a combination of a re-armament cycle coupled with something of a ramp-up based on regional tensions and

In this environment, consolidation is inevitable as a cost-control

Are they orders or cheap options? That is what we are going to find

The issue is how do you as a manufacturer survive the ill winds blowing from the outside

It is better to cannibalize your own market than have someone do it for

This could well determine what happens in the next round of the great engine restructuring

This will mostly be a military

Mr. Leahy is a superb diplomat. But of course good diplomacy can sometimes take precedent over solid reality. There is no way to adjust the numbers to make Africa as important as Asia in ten years, unless somehow Asia's travel growth numbers fall drastically and Africa's numbers rise dramatically. Nobody else is expecting either of these trends to

We'll see strong orders, technical progress in key programmes, and airline optimism. In short, the industry will continue to be largely de-linked from global economic

Airbus did the right thing. Engines are really the only new technology that enables new narrow body products in the next five to 10 years, and airlines are eager to get them. I strongly suspect Boeing will need to match them with a re-engined 737. Boeing should accelerate this programme. The only thing worse than doing a 'me-too' plane is being clearly forced to do one after a few high profile market

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