BUSINESS
Boeing glitch shows aviation supply chain has too many weak links
Boeing is evaluating whether it will still be able to deliver 400 to 450 of the planes this year in the wake of the latest manufacturing glitch at one of its suppliers' end. Each month of delays on deliveries of the 737 Max-8 model would cost Boeing $300 million in free cash flow
BUSINESS
Freight market pendulum swings back toward normal
The shipping industry is showing signs of bottoming, but the COVID bonanza is long gone
BUSINESS
IndiGo-Airbus Deal: It's still early for global aviation sector to worry about too many planes
The worry among some longtime executives is that in their quest to get a place in the long supply queue, airlines are overordering. Boeing predicts that even after accounting for reduced flying demand from climate concerns and productivity improvements, the world will need 42,595 airplane deliveries between now and 2042, roughly doubling the existing fleet
BUSINESS
Industrial deals resurge in nuts and bolts
The eye-watering multiples that many manufacturers paid for software deals during the pandemic generally weren’t well received by investors, so they're returning to their roots
BUSINESS
A rising factory tide in US and China won’t lift all boats
Small manufacturers burdened by having to expand facilities to keep up supplies to large companies that are diversifying their production lines are at risk of being squeezed by tighter credit conditions and stubborn inflation
BUSINESS
Honeywell’s new CEO needs to pick a lane
The company should decide what kind of business it wants to be under new leader Vimal Kapur
