Richard Aboulafia - Teal Group

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Last quote by Richard Aboulafia

There's been such a scramble to go after export markets because of sequestration that you get a lot of markets that are not exactly going for an F-35.feedback
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Jul 03 2017
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: “The odds are they probably won't get their act together.” in the article Europe faces Herculean challenge to develop new fighter jet.
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Richard Aboulafia quotes

Apr 04 2017 - Iran

There was always going to be a clash over this issue. Trump campaigned on getting tough with Iran," but "at the end of the day, these are manufacturing jobs. It's really hard to say, Yes, we are giving this work to the Europeans.feedback

Apr 04 2017

They still have the problem of making all those upfront development costs disappear in their bid price – and that's challenging.feedback

Apr 01 2017

But universally, Shanahan and Fancher are credited with saving the 787.feedback

Mar 24 2017

We've been binging on orders.feedback

Feb 24 2017

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

Feb 21 2017 - Airbus

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

Feb 18 2017 - Oil

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 sales.feedback

Feb 16 2017

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

Feb 15 2017

Everyone wants too much from this market.feedback

Feb 06 2017 - Iran

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

Jan 25 2017

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 predicted.feedback

Dec 19 2016

The ARJ21 is not a functioning aircraft.feedback

Dec 07 2016

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 it.feedback

Dec 07 2016

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

Dec 07 2016

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 difficult.feedback

Dec 07 2016

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

Dec 06 2016

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

Nov 29 2016

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

Nov 17 2016 - Iran

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

Nov 15 2016

Now it looks like 737 output will not grow as planned.feedback

Nov 15 2016

737 output is their only realistic way to increase cash flow.feedback

Nov 09 2016

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 borders.feedback

Nov 09 2016

It further reduces the prospect of the deals going ahead.feedback

Oct 31 2016

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

Oct 23 2016

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

Jul 15 2016

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

Jul 10 2016 - Airbus

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

Feb 19 2016

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

Feb 19 2016

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

Nov 07 2015

This will mostly be a military show.feedback

Jun 13 2013

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 emerge.feedback

Jun 19 2011

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 trends.feedback

Jun 19 2011

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 losses.feedback

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