Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Boeing and Spirit AeroSystems: Reintegration Under a 38 a Month Cap
The Alaska 1282 door plug, a 53 day machinist strike, an FAA production cap, and a 4.7 billion dollar Spirit reabsorption have reset Boeing's operating model. The 737 MAX return to 50 a month and the 787 climb out of Charleston now define commercial aerospace cash through 2027.
On 5 January 2024 the mid exit door plug on Alaska Airlines flight 1282, a 737 MAX 9 delivered eight weeks earlier, separated from the fuselage at 16,000 feet over Portland. The NTSB investigation traced the loss to four missing retention bolts at Boeing's Renton final assembly line, a fuselage built by Spirit AeroSystems in Wichita and s...
India Aviation 2026: Duopoly, Order Book, and the Capacity Bottleneck
IndiGo and the Tata Air India group together carry close to nine in every ten domestic seats in India, while a fleet of 1,200 aircraft on order, a Pratt and Whitney powder metal grounding, and an airport build led by Adani and GMR set the operating envelope through fiscal 2027.
India crossed 161 million domestic air passengers in calendar 2024, up 16 percent year on year, becoming the third largest domestic market in the world after the United States and China. The structure of that market is no longer fragmented. IndiGo held 62 percent share in April 2025 according to DGCA monthly traffic data, the Tata owned A...