Haven't watched the video yet, but my initial reaction is that a lot of Airbus technicians are going to fall from very high windows while a Boeing contractor just so happens to be around. 😂😂😂
If I take the course, do I get some sort of card I can keep in my wallet and show to the cabin crew every time I get on a Southwest flight to let them know I'm ready to help out on the flight deck if needed? 😄
If you compare the salaries of the ceo's of Boeing and Airbus,it's easy to see why Boeing is failing. They reward the strip mining of Boeing with outrageous compensation.
Recently flew on an E195-2 for the first time, was blown away. Everything about it was great. The cabin was configured with 2-2 seating which is just SO much more comfortable than the 3-3 of a 737 or 32x. Cabin was quiet, performance was great, just a really good product. I wish Embraer all the luck in being successful, their engineers are top class.
@@repatch43 Mate, your comment was more than clear and I fully agree with it (I often fly on the 190 for work and that airplane is top notch). I just wanted to bring up a topic our televisions are currently not covering enough in my opinion...
Boeing has a mountain of debt, a striking workforce and several poorly run development programs. Pinning hopes on Kelley Ortberg pulling a rabbit out of his hat sounds nice but is it realistic? The union is going to extract their due from Boeing and get revenge for concessions that were forced on them in previous labor contracts. How much free cash are they going to have when its time to put pencil to paper for a new plane? Can they get financing? Who's going to loan them money to embark on another 15 year development program? Especially when you look at how bad their balance sheet looks. It might take years to get there, but if Boeing is going to be saved, it will be by either the US taxpayer or a bankruptcy judge.
I think you are on the money. They seem to be using some "Madman theory" in their approach to the union strike. Pretending like they are in a strong position, it invites the unions to believe that they believe it, and that they'll choose bankruptcy over making concessions.
@@vincei4252 nope they gave him an extension on the board so the board gave him extension to the age of 70 so he has roughly about six years to get turning around and if they need to the board, probably give them another extension
When I saw the notification "A Plan to SAVE Boeing!", I thought: "They're getting rid of all the current executives and are moving the headquarters back to Seattle." Oh well. It's nice to have a dream.
@@renefuller9241 Not really. It's a good start but the other half of that equation is that you've got to get decent people in there. We've all made the mistake of thinking that our workplace would be good if we could just get our jackhole boss out of there. Then one day he leaves for a job at another company. Yay!! Our problems are solved!! No, the new boss is the same brand of jerk idiot as the last one, so nothing changes. You gotta get good people in there, which is a hard sell with the terrible culture that is completely ingrained in the company. Oh, and then there's that little thing about whistleblowers getting knocked off (literally). It takes time to build a good reputation. Boeing has a LONG way to go. The thing to remember, too, is that "saving Boeing" means it becomes a good company. "Saving Boeing" doesn't mean that it settles its lawsuits, pays its fines, gets out from under its current media scrutiny, and off they go like the last 8 years never happened. The company has to be rebuilt from the ground up into a company one hell of a lot better and I'm not confident that it can happen.
They need to move production ... to Texas or Florida .. before the Democrats use illegals to turn it into a another Soviet State. The decline of Boeing started in the 80's which is also when mass shooting started to increase .. and the US started to turn Blue, abandoning God, Family, Country ... for Me, myself & I. It was an idiot decision to design the 757 to replace the 727( narrow body trijet) ... along with the 767 (medium wide body) and the same pilot rating. The 727, 737 & 757 ... are narrow body jets ... with the same size fuselage as the 707. The 757 ... should have been designed to be a small jet .... to replace the 737 ... with tall landing gear and large high by pass turbo fans .. and a slightly large fuselage. The 737 would become a regional jet .. with the 757 taking over the small Jet market. And then Boeing screwed up again in the 90's ... after Airbus introduced the A320 in 1986 ... by not designing the 777 .... to replace the 747 ... and have the same A320 glass cockpit and digital flyby wire still controls, then certify the 737, 757, 767 for this standard glass cockpit ... and an option ... for any customers. Again. The rises of progressive Liberalism today ... started in the early 80's where the Motto became "In Me, I trust" C'mon. Only a liberal would develop a narrow body & wide body twin jets ... for the same medium jet market, especially when the the narrow body jet has the same size fuselage as a quad engine (707), trijet ( 727) & small twin (737). An American who believes in God, Family, Country .... can easily fix the mess Boeing is in ... by simply making them only in the US, improve the quality, reliability, safety ....and only build & certify the 737 Max, 787, & 777 .... with a clone A320 digital glass cockpit with stick controls .... and making this an option to valued customers. No need to develop an all new aircraft. Get the reputation back first for "Mane in the US" and proudly promoting God, Family Country .... as the US was founding in 1776 not 1791 under God of the Bible during a Revolution by the People bearing "assault weapons" to remove a tyrannical "Liberal" Government violating inalienable rights ... from the Bible.
Boeing won't fail because they have a 300 Billion Defense Contract with the U.S. government. Let's just say, their best people are not on the civilian side.
It's funny to note that there are much more strikes and social conflicts on the Boeing side of things, even if Airbus is mostly French and France has a reputation about that
Looks like last time Airbus had major strikes was in 2007 when the company wasn't doing so well and had to implement a bunch of cost cutting measures...though nothing quite as crazy as what Boeing did with the pension plans, I'm pretty sure that would be illegal in most of Europe. Since then AIrbus has been doing well and it seems their employees are generally happy with the conditions so not much need for strikes.
Interesting point. UK having left the EU has made it's participation in Airbus problematic. Various UK aerospace companies are probably ripe fruit for working with the US competitor to Airbus.
Just a correction at 14:15. The Embraer E1 are all fly-by-wire. The only difference is that the E1 has its ailerons connected by cable and the E2 is completely fly-by-wire. As far as I know, this was a FAA requirement
Then the E1 is not all fly by wire per definition. Valid enough point but poorly said. Its not an FAA requirement. Cable aircraft are still made and certified. Its virtually mandatory for a new LCA. Likely close to impossible to meet some of the specs otherwise but its not mandated.
@@MentourNow I don't know that he has a choice. The board oversaw the collapse of everything that used to set Boeing apart. The union troubles are so bad that the union literally laughed in the face of Boeing's "Best and Final" offer. If you want to strong-arm in negotiations you have to be negotiating from a position of power. This stripped any power Boeing had at the negotiation table and left the union with all the cards. The negotiators need to be fired along with the board, and meaningful concessions from Boeing are going to be required as it appears that the machinists are ready to ruin Boeing in revenge for the prior negotiations in 2014. These concessions are going to not only need to return the machinists to the line, but also restore moral which Boeing systematically destroyed over the last decade.
Unfortunately I think Boeing burnt the bridge so totally and throughly with Embraer that it will take a long, long, long to mend that wound. Boeing of course first needs to get it's own house in order. Kelley and the team have a herculean task ahead of him. For the industry's sake I hope the succeed.
@@j.heilig7239 The current reputation, one of greed, profit, bonuses, over passenger safety, efficiency and quality, will take centuries to overcome. They are one of the indicators of the moral and educational limits of the American inventiveness. Profit over all is not a recipe for a successful business. I have avoided flying in ANY Boeing since the 737 fiasco.
Boeing does not need Embraer to develop anything, they will have plenty of free engineers when 737MAX7/10 and 777x work is finished. Interstate let alone international development work is very inefficient, it is better, faster, cheaper to do everything in one location like was done with 757, 767, 777, in Boeing’s golden years. The main problem for Bowing now is the greedy union which is killing it right when Boeing barely survives. And it can only do it because of interference from DoL.
@@j.heilig7239 THREE SC0RE YEARS AND TEN? I AGREE WITH Y0U. THE "NAME" B0EING IS N0THING, IT IS THE W0RKF0RCE, IT IS THE TECHN0L0GY, IT IS A L0T 0F PRIDE, IT IS TENS 0F TH0USANDS 0F AMERICANS LIVES.
Boeing openned a engineeing office few km from Embraer's Main location and poached heavilly on Embraer's engineers, that REALLY soured the relationsheep.
@@jamesocker5235 it’s an obscene amount of money while Production line workers are struggling with low pay and the CEO’s team fights tooth and nail to crush wages. Assume there are 6,000 workers, that $60M would be $10k per worker. That $60M doesn’t include the $Ms that the CXOs and upper management receive
@@daveroche6522 I work on the 737, but you are right; it's time for the 737 to be retired. The airplane is from the sixties! Times have changed. A partnership with Embraer could save both companies. Like Petter said, one airplane to be built here (in the PNW) and one to be built in Brazil. Again, dreaming...
My recent trip to D.C. was on an A321. I had a chance to walk and talk with the captain who'd come from the 738 (with previous models also). He enjoyed the roomier cockpit (side stick vs. yoke) and said there was a quadruple redundancy in the FBW system. It was a very comfortable seat. There used to be a saying that went something like, "You can have 10,000 'atta boys'. One 'aw shit' wipes that clean." If I was Boeing, I'd cut Starliner and my losses with it. Boeing has a history of great innovations and I'd like to see that return. But dang, they have a long way to go to claw their way out of that hole they put themselves in.
Problem with Starliner is Boeing is already committed to supporting it for the long run since that was supposed to be a key part of the new moon landing program. There is noone else with the capability of developing that technology in the world currently. SpaceX does not have the expertise to produce such a spacecraft and with public trust in Elon Musk basically gone I doubt NASA wants to risk such a task to Elon's petty toxicity.
heavy fan here, (have watched pretty much every single video on both channels). excited to see you back!. Hope the schedule stays as your videos are the highlight of my week.
I love this... Many years ago, I wrote an editorial to respond to an article that suggested that one should let businessmen take care of things... I pointed out that the better idea was to keep businessmen OUT of engineering. The constant pressure to cut costs -- to improve profits and shareholder value -- had caused many major accidents, such as Bhopal and Seveso. Business could organize, while engineers built.
Good Lord, man! Based on your insight, maybe Boeing should be looking for their next CEO on RUclips... Maybe, specifically, a particularly good storyteller running a channel named "Mentour Pilot"!
Creating a new airplane isn’t going to bring Boeing back from the dead. If anything, it’s going to make their problems worse. Unless and until they start being serious about putting engineering and build excellence and (most of all) safety above every other consideration, they’re going to keep circling (if not going down) the drain.
I have to say it is becoming very noticeable how many airlines in North America are embracing Airbus these days. Boeing isn't seen as the All-American success story anymore, why would the likes of Delta want a French-built plane with an English accent doing the callouts? But they do.
I agree only Jesus was resurrected from the did and in that case the reliability of the records were unreliable. It’s certainly not going to happen with a new model plane. They need to sort out the mess with the existing models.
The Embraer E2 series is the kind of comprehensive update Boeing should have done to the 737 with the development of the NG. New wing, new landing gear, optimized aerodynamics, updated core systems such as the ECS. Speaking from experience, the PACKs on larger 737NG variants (800,900) struggle to effectively condition cabin air on the ground. A proper update to the 73's core systems could and should have addressed this shortcoming, among a litany of other qualities that make the 737 a dated product.
If they were competent, but they are not. Getting someone else to do it is their best option. Boeing has been hiring on 'skills, not qualifications' to increase it's engineer's diversity. Much of the company is borked, has low morale, and nobody trusts them, inside or out. They need a win to hide some losses behind. They have great folks, but too many weak links hidden in there. But tear it up and the unions bring you down. Maybe they could take a business jet and put the folding wingtips on like a star wars shuttle to keep everyone interested. I think their engineers are under question right now so its difficult to evaluate what they still have that is valuable other than their existing contracts.
NTSB just found that the United MAX rudder incident from last February was caused by a Collins part that was improperly manufactured, so that’s not a good look for Ortberg, who also came from Collins
Even worse, a few years ago, Rockwell Collins were bought by RTX (formerly Raytheon). RTX were recently fined $200 million because Rockwell Collins had violated arms export laws and mishandled secret information - both before the buyout, and during the time between the buyout and RTX reorganizing and (hopefully) establishing control over Collins. Most or all of this happened while Ortberg was CEO of Collins.
@@Dennis-vh8tz and prior to the RTX acquisition, Collins also merged with United Technologies shortly before, which UTC owned PW (AKA the culprit behind the 2021-2022 777 grounding and the ongoing groundings of PW powered Airbus narrowbodies)
Thank you for this timely and informative video! All of the comments that Airbus wins overlook two factors: 1. Airbus is operating at capacity with a full order book. Given the constraints of huge factories and highly technical staff, they can’t meet the demand 2. One third of Boeing’s work is announced US government contracts (probably more if you include secret projects); there is a national security imperative to have Boeing survive. Many mistakes have been made but 777 and 787 - successful profitable aircraft - give us reasons to be optimistic
@@lgerigkthat's just a story. The truth is way more complex than that. I mean, if Boeing saw the errors from MD and still let them happen, that's on Boeing as well. But putting the whole blame on MD was way easier and less harmful for them. I never bought that bs.
Unfortunate but true. We desperately needed competition for Boeing and Airbus' duopoly. Now that Boeing is facing troubles, Airbus basically has monopoly in Western markets.
@@toni8003 I hope Embraer can find someone else than McBoeing Douglas to fund their entry into the big league. I like Airbus, but we do need competition.
So far Airbus doing just fine. They have not taken advantage of Boeing issue to get some short term giggles and PR points means that at least till now they are aware of the intricacies and how safety culture is a big slippery slope.
I know this is unrelated to this, but its more of a "future video" type thing. Im an aussie, and the fall of qantas as a brand down here is insane. Its gotten so bad Aussies are starting to refuse to fly with them. And if you want to change your tickets or anything like that qantas are charging people to sit on hold upwards of $10/h and then another couple hundred to fix their mistakes. Its a shame how far they have fallen. Im curious what you think can be done to recover this shattered brand, or if qantas is in a reputation death spiral so to speak.
As a former Boeing employee who worked in preliminary design on five (six?) new airplanes, the key to any new airplane is how do you replace the fleet of Boeing's biggest 737 customers, specifically Southwest airlines and RyanJet. Both would be launch customers of a new airplane, and both would have veto power on airplane size and configuration. Both would need to address the cost of re-training existing pilots and maintenance costs of a new airplane type. Based upon the current situation on 777X and 737Max7/10, the biggest unknown is how does the FAA's new perspective on flight deck human factors impact Embraer's E-series. Any future derivative will be subject to the same scrutiny that 777X and 737Max7/10 are being placed under for system safety and flight deck procedures.
The 737-7/10 are already out of safety compliance with the new rules. They got their waiver. Boeing just needs to break from their existing 737 models and begin designing new models.
The lowest risk (commercial and technical) clean sheet design for Boeing is a big narrowbody with as much commonality as possible with the 787, aiming for a common type rating. Only this time don't try and cheapskate as much with a fully disaggregated supply chain as they did with the 787 - do more manufacturing in-house. As for the engineering talent needed the market for skilled design and production engineers is a world one - just pay the money to poach them from Airbus and Embraer, or even from Comac, Sukhoi and Boeing's military competitors. And give the unions what they want - it is an iron law in hiring labour that you get what you pay for and Boeing needs quality much more than cost control ATM.
Indeed. Muilenberg made me nervous just based on how slick a talker he was on Wall St. Did fairly well in BA (stock) for a few yrs and immediately sold my entire holdings the next trading day *after 2nd Max crash.*
Supposedly, Boeing at one time had done design studies on a reduced sized, single aisle 787, as a replacement for the 737. This seems like a route they could take as well. If they were to design them, using the same systems, smaller engines like the LEAP's, they could have smaller versions as direct 737 replacements, and larger to replace 757/767's. Then you would have a family, with the 787 at the top, with a lot of systems & components shared across the families, reducing production costs. The other benefit would potentially also be a common type rating across the entire family...
This is an awkward time (and at least the next 5 years) to start a new clean sheet design that at BEST would be barely better than the Airbus competition. Just too many unknowns when it comes to the regulatory / environmental requirements that will have to be met in the 2030’s. The necessary engines (and requirements) are unclear (and are the more difficult / costly aspect to develop). Big outstanding questions about the ability to “SCALE” low carbon fuels are inherently tightly interwoven with what direction the engine / airframe designs will take. To embark on a new design now will be difficult with all of these unknowns. Bjorn at Leeham News just had a great article about how badly Boeing messed up on predicting the thrust requirements for the 787 due to weight growth during development, (64 vs 72klbf). This caused huge problems for the engine development and reliability. And this happened with a well defined design, what would happen with an unclear set of requirements. Additionally Airbus seemed to have gotten their numbers correct during a comparable development.
Your plan is really convincing, and I think you've saved Boeing some money and Ortberg a lot of effort with this storytelling promotional video. Great job!
If we look at the production numbers of the Airbus a321neo, and the time it takes for Boeing to introduce the new plane, if it passes all FAA inspections, it is already a lost battle.
Pure and simple... What plagues Boeing is what plagues most American corporations... Boeing's first and only concern is executive and shareholder returns, not building a superior product, and in short they have become a bank and are no longer an aerospace engineering firm!... When Boeing thrived as a company their executives made around a 40:1 pay ratio over its RAFE (rank and file employees), and the RAFE, all the way down to the guy who swept the factory floor, made CAREER WAGES AND BENEFITS... But now those same employees make about a 700:1 pay ratio against the executive pay and in most cases don't consider their jobs good careers, and shockingly that sometimes includes the designers and engineers who oversee important aspects of plane building... Greed is at the root of most of Boeing's problems!!!
Not a new problem. It’s certainly goes back to the decision to build another great series of aircraft, the B-787. They did everything they could to fail. The move to Charleston was about Boeing hating the idea of their union employees making a bigger paycheck more than they liked making money. Those few lost years of production followed by substandard work at the start of production can’t be restored. The 787 should have hundreds of more planes delivered. Boeing should be making that nearly half the profits a manufacturer does in life of a plane selling spares by now.
Just pile in another trillion dollars trough a couple bloated millitary contracts and boeing will survive for another 15 years. Seems to be the go to strategy in these situations.
It's simple actually they just need to care about safety, engineering, the employees and manufacturing over unnecessary profits. They need to destroy the mcdonnell douglas culture.
But it's just going to be another identical tube with wings on it. I wish they'd do something crazy with plane designs, make it look like the batmobile, or an x-wing or something.
Then they'd definitely bankrupt. Airbus have a blended wing concept though I doubt it will make it past the drawing board if it even got on there in the first place; they're making next-gen aircraft, not film props.
This vidio was actually amaizing! I know how speculative it was but honestly if something like this happened it could be tbe craziest come back ever. I sooo hope it does!
@@MentourNowcould we potentially see a merger of Boeing with Lockheed? Lockheed could manage the Boeing products and keep the brand. It would be a giant company waay bigger than the next competitor.
@@georgegherghinescu Lockheed has many of the same issues as Boeing, they just have the advantage of a trillion dollar defense contract, the most expensive in human history to keep the afloat for the next 50 years. Lockheed can live off the F-35 program for at least the next 50 years.
@@georgegherghinescu nope: Lockheed has zero desire to get into Commercial, they would rather rip the Government off with the F-35, it pays so much better.
Boeing still have a working production line for the 767-300F and KC-46 so if they want a new mid-market design, a re-engined and upgraded 767 could use the existing infrastructure depending on costs. A new 757 would be more difficult but I'd love to see that type come back into production
These guys think we’re the underdogs. Came searching for engineering talent, when their house was on fire they dropped their honoring blaming Embraer. Shameful. The Embraer name shall remain independent of the partnership agreements as Embraer gets praised by lots of aviation experts due to it’s technical excellence, a thing that Boeing is losing after being taken over by profit driven management. I’m excited for partnerships but it all should be done with respect to the people that composes both companies.
The Emraer 190-E2 is a beautiful and quiet aircraft. I've traveled with this airplane a couple of times. I'm afraid Emraer will be bought by the Chinese. I hope that won't happen!
It actually made be a better solution, if they can make a partnership instead of getting bought out. Then the chinese will get the expertise, allow them to faster progress. Meanwhile embraer gets the money to grow. Chinese internal market alone is huge in the future. If embraer helps to chinese to cover that with their own means, breaking their dependence on airbus and Boeing, that may be worth enough for the chinese to allow embrear to challenge the duopoly in the rest of the world. I wouldn't trust Boeing. The screwed both Embraer and Bombardier (Bombardier did win in court, but by then, they had already sold to Airbus.)
3 days late to the party?!? Guess that’s what I get for being just a regular subscriber. And yet, I’m really looking forward to watching this Petter. Tusen tack för vad du gör för oss. 👍👍👍
@@UncleJoeLITEVery true. But difficult for me a person fighting advanced stage 4 cancer. I really do love watching his videos on both of his channels. And I also like that he’s a Swed since I live in Stockholm. Maybe one day, if they should find a cure for my type of cancer which is still a death sentence today. Maybe - one day
I am an optimist also. But I do not think Embraer management (now the better party) will accept Boeing plans so easy, plus a 1000 apologies and a fine.
I love the BD500 (A220) I build them down in Mobile AL at the Airbus FAL here. Love the plane, it’s so easy to work on. I rig all the flight controls. Ailerons, elevators, rudder, THS, Flaps, Slats and so much more. I applied for the 320 side as my almost 20 years of experience fit that but they asked me if I wanted to work the 220 instead. I didn’t at all but now I’m so glad I went this route.
If I understand your pla correctly, you suggest that boeing is aiming for the competition of the A330 and A350, while Embraer produce a new plane in the B737 segment, which is the bread and butter department for boeing. Is that really likely?
I cant stand the MAX, i avoid it when booking tickets. I feel its a plane that should have never existed. Years ago, I always loved Boeing over Airbus. But times have changed. I would love it if they embraced their engineering history and come up with an amazing new plane. The McDonnell Douglas merger really messed up the ethos of the company.
I also prefer Airbus, but I don't think we can avoid the MAX in the long run. Currently it's relatively easy for me as Ryanair doesn't have a lot of MAX (delivery delays, MAX10 certification). In the future when most of the NG is replaced by MAX, I don't think we can avoid it, especially since airlines can change aircraft type on the day of flying.
One of the Best aircraft flying today. It's who you believe, the misleading information and the bullshit you listern too. Just like the max crashes whole lot of bullshit.
I flew an A300 Taiwan to Philippines back in the 80s. Not happy about two engines over open ocean, but it clearly was a well build aircraft putting the DC-10 to shame. I liked Boeing because it was USA and they did not take subsidies. Then they demanded Washington State tax break and sold out to build the pre 787 operation in Charleston based on who offered the best deal. Downhill since.
@joen4088 A lot of.media reporting about the max is nothing but misleading lies. Just like the max crashes, how the pilots were overwhelmed and mcas took over and blah blah. None of that was true .
As usual, this video addressed a number of issues and gave hope that Boeing had a good future. I was surprised how much work you put into each video. Thank you for the insightful input. I am happily surprised with your commitment. Keep up the good work. Jonathan Schwab
Ah now, Dave Calhoun wasn't "fired", he "departed" Boeing (big difference). Oh, and he walked away with a whopping $24 million severance paycheck. (Surely not the worst imaginable fate) 😉
Either works. They are just transportation machines. The MAX has as good efficiency as the A320NEO. One training pilot managed to drive the A320 computer system into insanity. Or you can freeze up all three of the A320 AOA and Pitot (and has) and the redundancy is gone. Synthetic AOA and speed should be mandatory like it is now on the MAX.
@@gregoryschmitz2131 Do you have a source? 787 has synthetic air speed but that actually relies on the aoa input. MAX has synthetic aoa, gained from 5 parameters (but nowhere confirmed which ones) Can't find anywhere they implemented airspeed as well. Probably 3 to calculate the lift factor and then airspeed and altitude. Problem kind of is: Airspeed if you have input from aoa (+ other stuff, like GPS) is easy, same for AoA if you have airspeed. Trouble is faulty aoa now gives faulty syn. airspeed and faulty airspeed now gives you faulty aoa. Still, put it into a 3 physical sensor each + SADS and you now get a supreme redundancy. Added Problem: GPS blocking and spoofing is on the rise. Already trouble for planes. And most SADS use GPS for ground speed to then gain airspeed. Spoofed signal, can now cause the FCC to believe the physical sensor to be wrong. Think there was a video from mentour about it: GPWS at 36'000ft. obviously wrong and just very annoying. but if you now add airspeed aoa unreliable warning and they are low enough that the GPWS could be real, you get exactly a scenario, were pilots are known to have overreacted or frozen. Main reason for not implementing a full SADS (airspeed, aoa, angle of sideslip) probably is they very complicated to get certified. adding significant cost until they are common place like the physical sensors.
I dont know whether it would work in the aero industry, but modularisation in design really saved the automotive industry. By predesigning a couple of common platforms for several range of products, it would be easy to plan release products and their variants rapidly at minimum costs over a number of years.
I hope Boeing can recover. I live in Renton. They're one of the largest employers in Washington State. My grandpa worked for Boeing, my aunt and two of my uncles worked for Boeing. A friend's husband and daughter currently work for Boeing. They employ tens of thousands of people in this state...
So the US pilot's union is behaving like a bunch of maffiosi? Why the hell would Embrear merge with a lost cause like Boeing? Splitting up Boeing would be the best for the airline industry, not another merger.
could work by picking each employee for the new model, getting production processes right from the start, hiring fitting new people for the new team. and essentially pushing out the bad ideas, quality standards, production methods and employees by keeping them tied to the outgoing models.
As we say in France "with all those ifs we could put Paris in a bottle!" Just come back to reality , Boeing is technically and commercially light years behind Airbus which is now focussing on the programzero e which will revolutionize air travels Boeing future is to try to solve there multiple 737, 787 and 777x issues and sell their business as much as they can.Their time is over now.
It wasn't that many years ago that Airbus was saddled with huge cost overruns on their military transport, and no orders for the A380. At the same time Boeing stock was $440/share and they were pulling in record cash. Business tends to run in cycles and I'm guessing there are investors speculating on the upside of Boeing stock.
@@mchristr except that in this industry everything starts and finishes with air safety and security. Customers feel that you are not on top of this you are dead Dont worry about cycles and stock values this is precisely what killed hundred of people in the max disasters.
I wonder if investors would rather invest directly in Embraer, which has a well established reputation, and lots of planes in service. Perhaps a low hanging fruit for Embraer would be to further reduce the weight of the E2 175 to get under the scope clause limit, maybe call it the E3. Demand for regional jets still seems significant. That could then be a stepping stone to a C Series like single aisle jet, or to a MAX/A320neo series competitor, especially if Boeing continues to have problems, or Airbus doesn't develop an A320neo series replacement. Investors may be more inclined toward an Embraer, or even a Boom, than a legacy maker that's endlessly struggling with manufacturing and new plane development.
You seem to have thought this out pretty well. It makes total sense to me. It would be good to hear from others in the field, particularly senior insiders, on this possibility.
Toyota isn't what they used to be. They maintained their reputation for years after losing their old gaurd engineering talent to retirements by simply never updating stuff or only doing the bare minimum to continue to pass emissions. Now that they're forced to design all new powertrains since they can't squeeze any more life out of 1990s designs they're having the same issues as everyone else.
They have, but the managers doing the looking are not engineers by training. So the technical folks get to explain to management what's really happening. Management then makes their own decision w/o describing why they ignored various engineering recommendations. The waste of resources is staggering. The end results are poor. And then Management takes a vacation to Aruba.
Great presentation, Petter, but I think you need to consider two factors. 1/ Who in Embraer management would trust the word of a Boeing executive after last time? 2/ Brazil is an active member of the BRICS alliance and probably open to an aviation partnership with another member of that group. The obvious choice is China which is already working hard to develop an indigenous civil airliner but still needs technical assistance. For Embraer such a collaboration has the potential to give them entry to a future Chinese/Asian marketplace. An idea worth exploring?
A very interesting video and I think the key to it is the degree to which Boeing can rebuild market capitalisation to enable it to save itself. Will Embraer come back to the party? Time will tell but I think you have put up a very convincing case that the discussion needs to be had. I'm really interested in you branching out from operation aspects regarding aircraft incidents into these more general discussions about the industry as a whole and I really value your input into this complex debate. Thank you for taking this tack.
Boeing is going to need two to five years to even come close to get their own business in order before they partner with anyone! Until Boeing enters full rate production on the 737, 777, and 787 there isn’t a company I’d the world that should partner with them.
@@zdenekprecechtel6741 I say safety and quality is the goal. Though if your competitors have a deeper order book and are at the moment much better than you in quality, safety, and order deliver rate. Factors like that make it difficult secure additional business partners and opportunities.
Thanks Peter, I think Boeing should focus on the 717 for regional and remote operations into airfields with limited facilities, thus solving the need for a low slung aircraft. The 737 could then be redesigned with adequate underwing clearance for modern high bypass engines.
I would love to see Embraer and Boeing produce a new medium sized aeroplane. But I think the cheapest, quickest way for Boeing to get out of it's malaise is to deal with their own quality problems. Boeing has a huge backlog of orders and this is their salvation, not incurring yet more debt trying to buy things.
Boeing has to return to profitability first before they can do anything else. After that, this thing could work. Joining two unprofitable companies together rarely succeeds. And nearly always only happens when there is another bigger company/investor who is above them doing the merger.
Buying their way out of the problems is not an option for Boeing anymore. The debt level is way too high, and the debt funding return will take over a decade to materialise. Boeing hasn't got that long.
There is only one way that Boeing can "beat" Airbus. Buy it and close it down completely. Airbus employ educated, decent, moral, hard-working, committed, INTELLIGENT people. They care about what they do. They are great designers, engineers, scientists, most of which doesn't apply to a company who cannot even maintain their own development fleet. Boeing cares more about margins than customer safety.
Airbus also benefits from having the financial support of the European countries that own a majority of the company. They don’t have to worry about the same financial obligations as the privately owned Boeing. Not taking up for their piss poor decision making but if the United States was a shareholder in Boeing with its deep pockets the 797 would be in production and the 777 would’ve been finished years ago. Most importantly the 737 Max wouldn’t exist because they would’ve come up with a clean sheet design when the A320 started gaining ground.
@@AnetaMihaylova-d6f Indeed, yes indeed. There are four lanes on the road to self-indulgence, selfishness, and greed for personal returns, all locked away from gaining access for the people who MAKE the money.
@@khakiswag Airbus doesn't benefit anything because the European model of doing business is different than the Anglo-Saxon model where what matters is money sales and stock price ,especially the latter
The best sign that he could give that the board are serious about taking the turnaround of the company in hand is to move their HQ functions back to where their primary manufacturing operations are in the Pacific Northwest.
Boeing doesn't even share type rating within its own portfolio, let alone with Embraer. They wouldn't need two new plane designs to achieve that, more like 4 (true regional, small single isle, large single isle, and small widebody), when the idea that they could even finish one this decade, is laughable, not counting the 777X, though who knows at this point. 2026 is already the minimum there according to their customers own statements to their shareholders, and that was before the current issue. Even if they start to design a 737 replacement soon without anything fancy on top, Airbus is already well on its way to internally having figured out the design of their true A320 family clean sheet replacement, having already spoken cautiously about it to both select groups and a little even in public. In the mean time Airbus will basically have 100% utilization at maximum possible profit for all their factories, with the only half way recent issues being either P&W or Rolls Roys related, which is not really their fault, or maybe them trying to improve the speed and cost of producing the A220 from the mess they took over. Face it, Airbus needs to do a major screwup of their own for Boeing to really have more than a marginal place on sideline of aviation in the future, assuming they manage to at least become profitable again, and don't just go bankrupt. As for military contracts, from what I understood Boeings recent admission that they lied again made them actually inadmissible to new military or government contracts, unless the government choose to declare it an emergency of national security.
Depends, if the CFM rise Airbus is banking on flops then Boeing could have gain back significant market share in the 2040s. You see the advantage of a cleansheet is that unlike the 737 , Boeing will be able to to create a platform that could match any new product from Airbus. Boeing will most likely develop an a321 alternative or something slightly bigger , with good enough range to fly longer missions. That way it should be easier to win back some market share. Airbus is currently thriving because the 737 platform is just not good enough to offer a true competitior to the a321, but if the 737 replacement targets this segment , I don't see how they cannot win back significant market share. In terms of widebody sales , the 787 will continue to do well against the a350 for the next 20 to 30 years
@@mmm0404 Yes, but the opposite is true in the more likely case that Airbus has finished their already in progress A32x replacement, and Boeing still has no better answer ready than 737 Max.
@@autarchprinceps Airbus has not finished anything, they are still studying the CFM rise and if you have been watching mentor now's videos you will release that there are plenty of challenges to be faced. Both Airbus and Boeing are still studying possible narrow body replacement and the final design will depend on what engine will be available in the 2030s. An open fan like the CFM rise might influence the final design of the aircraft if Airbus chooses to go ahead with this , meanwhile Boeing is looking to PW for their PWGTF gen2 to power their 737 replacement.
@@autarchprinceps in terms of sales the 787 got 300 orders last year , the a350 got a similar number too . So 787 sales are not slowing down compared to the a350, it's unlikely the a350 will ever overtake the 787 in sales . At best you could say the a350 has been selling as well as the 787 in recent years but not more.
It's a bit unfortunate, that Ortberg took over just before the strike. It's hard to rebuild the relationship with the workforce when you start in the middle of a labour dispute!
It could have been the perfect opportunity to build respect, motivate the work force and make them feel that the leadership was actually listening for a change.
I love this idea you outlined and it’s a doable solution for bith companies. Boeing is still a very solid aircraft and can repair the damage to its reputation if they truly want to do so. The partnership with Embrayer is a win for bith companies and needs to happen.
There is one important issue not considered here: the government in Brazil changed from a liberal/pro-market one to a leftist one in 2023. The new government is against this deal (considering the same terms of the previous) between Embraer and Boeing. The government has the so called "golden share" that effectively allows it to veto the deal. This deal is off the table by now, and will only change if the government changes back to a liberal one (or the terms of the deal are changed to a level so favorable to Embraer to the point where it probably won't be attractive to Boeing as it was before).
Honestly, that sounds good for Embraer. But if the government is truly more socialist, then they should be supporting Embraer’s survival as well as having such control (that’s the trade-off: they have more control, but they’ll support you if you’re good for the country’s economy). Although let’s be clear, a nationalist government wouldn’t allow Embraer to give a controlling share to Boeing anyway - they’d rather the company die then do that. Thats the irony about politics.
@@jannepeltonen2036 liberal in the traditional sense (like Locke, John Stuart Mill, etc - look for information about Liberalism in philosophy and economy), not in the american sense 🤡
As a die hard Boeing fan boy this specific 'content creator' keeps pulling fantastical nonsense out of his ar.. which never addresses the underlying issue with the required honesty: corporate greed
Visit www.virtual737course.com to learn how to fly a 737 like Petter in our virtual 737 SIM course Make sure to use code "mentournow" for 20% off! ✈
Haven't watched the video yet, but my initial reaction is that a lot of Airbus technicians are going to fall from very high windows while a Boeing contractor just so happens to be around. 😂😂😂
At least it's not betterhelp.
If I take the course, do I get some sort of card I can keep in my wallet and show to the cabin crew every time I get on a Southwest flight to let them know I'm ready to help out on the flight deck if needed? 😄
Too big to fail should be too big to exist.
Why aren't you an airline executive?
If you compare the salaries of the ceo's of Boeing and Airbus,it's easy to see why Boeing is failing.
They reward the strip mining of Boeing with outrageous compensation.
Same for all us companies.
It's called Capitalism-US style.
@@JohnJones-k9d Not all.
@@renefuller9241It’s really corporatism.
@@Snaproll47518 Ok, makes sense...
Recently flew on an E195-2 for the first time, was blown away. Everything about it was great. The cabin was configured with 2-2 seating which is just SO much more comfortable than the 3-3 of a 737 or 32x. Cabin was quiet, performance was great, just a really good product. I wish Embraer all the luck in being successful, their engineers are top class.
As long as they are not taken down by missiles, Embraers are absolutely great airplanes,
@@bragee Ouch, just realized how my comment can mean something different given the more recent events
@@repatch43 Mate, your comment was more than clear and I fully agree with it (I often fly on the 190 for work and that airplane is top notch). I just wanted to bring up a topic our televisions are currently not covering enough in my opinion...
Boeing has a mountain of debt, a striking workforce and several poorly run development programs. Pinning hopes on Kelley Ortberg pulling a rabbit out of his hat sounds nice but is it realistic? The union is going to extract their due from Boeing and get revenge for concessions that were forced on them in previous labor contracts. How much free cash are they going to have when its time to put pencil to paper for a new plane? Can they get financing? Who's going to loan them money to embark on another 15 year development program? Especially when you look at how bad their balance sheet looks. It might take years to get there, but if Boeing is going to be saved, it will be by either the US taxpayer or a bankruptcy judge.
I think you are on the money.
They seem to be using some "Madman theory" in their approach to the union strike. Pretending like they are in a strong position, it invites the unions to believe that they believe it, and that they'll choose bankruptcy over making concessions.
Doesn't he only have 2 or 3 years before retiring?
@@vincei4252 nope they gave him an extension on the board so the board gave him extension to the age of 70 so he has roughly about six years to get turning around and if they need to the board, probably give them another extension
And they have to fix a generation of bad management. Changing an organization's culture is really hard, and that's what they must do. Good luck!
Leaning toward the tax payer on this one. Boeing has a lot of hooks in the government machine.
Embraer is such a slick and well oiled company, that I wish it wouldn’t go hanging around Boeing.
_Embraer is such a slick and well oiled company..._
A Brazilian friend of mine worked at Embraer... he'd beg to differ.
@@gh8447 yes yes we all have friends and family working in places that benefit our arguments Classic 🤣🤣🤣🤣🤣🤣
When I saw the notification "A Plan to SAVE Boeing!", I thought: "They're getting rid of all the current executives and are moving the headquarters back to Seattle." Oh well. It's nice to have a dream.
That would be the solution, I'm sure. But as you said we can only dream.
I think a real plan to save Boeing would be to move the head office to Gaza City for 6 months…
@@renefuller9241
Not really. It's a good start but the other half of that equation is that you've got to get decent people in there. We've all made the mistake of thinking that our workplace would be good if we could just get our jackhole boss out of there. Then one day he leaves for a job at another company. Yay!! Our problems are solved!! No, the new boss is the same brand of jerk idiot as the last one, so nothing changes. You gotta get good people in there, which is a hard sell with the terrible culture that is completely ingrained in the company. Oh, and then there's that little thing about whistleblowers getting knocked off (literally).
It takes time to build a good reputation. Boeing has a LONG way to go. The thing to remember, too, is that "saving Boeing" means it becomes a good company. "Saving Boeing" doesn't mean that it settles its lawsuits, pays its fines, gets out from under its current media scrutiny, and off they go like the last 8 years never happened. The company has to be rebuilt from the ground up into a company one hell of a lot better and I'm not confident that it can happen.
They need to move production ... to Texas or Florida .. before the Democrats use illegals to turn it into a another Soviet State.
The decline of Boeing started in the 80's which is also when mass shooting started to increase .. and the US started to turn Blue, abandoning God, Family, Country ... for Me, myself & I. It was an idiot decision to design the 757 to replace the 727( narrow body trijet) ... along with the 767 (medium wide body) and the same pilot rating.
The 727, 737 & 757 ... are narrow body jets ... with the same size fuselage as the 707.
The 757 ... should have been designed to be a small jet .... to replace the 737 ... with tall landing gear and large high by pass turbo fans .. and a slightly large fuselage. The 737 would become a regional jet .. with the 757 taking over the small Jet market.
And then Boeing screwed up again in the 90's ... after Airbus introduced the A320 in 1986 ... by not designing the 777 .... to replace the 747 ... and have the same A320 glass cockpit and digital flyby wire still controls, then certify the 737, 757, 767 for this standard glass cockpit ... and an option ... for any customers.
Again. The rises of progressive Liberalism today ... started in the early 80's where the Motto became "In Me, I trust"
C'mon. Only a liberal would develop a narrow body & wide body twin jets ... for the same medium jet market, especially when the the narrow body jet has the same size fuselage as a quad engine (707), trijet ( 727) & small twin (737).
An American who believes in God, Family, Country .... can easily fix the mess Boeing is in ... by simply making them only in the US, improve the quality, reliability, safety ....and only build & certify the 737 Max, 787, & 777 .... with a clone A320 digital glass cockpit with stick controls .... and making this an option to valued customers. No need to develop an all new aircraft. Get the reputation back first for "Mane in the US" and proudly promoting God, Family Country .... as the US was founding in 1776 not 1791 under God of the Bible during a Revolution by the People bearing "assault weapons" to remove a tyrannical "Liberal" Government violating inalienable rights ... from the Bible.
Nah, the execs will stay put and ask for a bailout
The Government will never allow Boeing to fail.
My sympathies to the taxpayer...
Boeing won't fail because they have a 300 Billion Defense Contract with the U.S. government.
Let's just say, their best people are not on the civilian side.
look at the bright side Boeing is not building too many new military planes now. So at least the military will have some quality jets.
@@snowowl1343 300 Billion contract.....Great! Will only take McBoeing 400 Billion to execute the contract.
And then we complain the Chinese communist government subsidizes their manufacturing.
Too Big To Fail. We know how that ends...
It's funny to note that there are much more strikes and social conflicts on the Boeing side of things, even if Airbus is mostly French and France has a reputation about that
That’s actually a very valid point
Did you know that, as far as I know, ALL the wings for jet powered Airbus aircraft are made in the UK......
Looks like last time Airbus had major strikes was in 2007 when the company wasn't doing so well and had to implement a bunch of cost cutting measures...though nothing quite as crazy as what Boeing did with the pension plans, I'm pretty sure that would be illegal in most of Europe. Since then AIrbus has been doing well and it seems their employees are generally happy with the conditions so not much need for strikes.
@@brian5154Airbus parts are made in whole Europe
Interesting point. UK having left the EU has made it's participation in Airbus problematic. Various UK aerospace companies are probably ripe fruit for working with the US competitor to Airbus.
Just a correction at 14:15. The Embraer E1 are all fly-by-wire. The only difference is that the E1 has its ailerons connected by cable and the E2 is completely fly-by-wire.
As far as I know, this was a FAA requirement
Then the E1 is not all fly by wire per definition. Valid enough point but poorly said. Its not an FAA requirement. Cable aircraft are still made and certified. Its virtually mandatory for a new LCA. Likely close to impossible to meet some of the specs otherwise but its not mandated.
LMAO, he will need to fire the board that hired him to save the company
You think so?
BINGO!!! Calhoun is still on the board, for God’s sake.
@@babyUFO. That's like the Viet nam era saying "we had to destroy the village in order to save it."
@@MentourNow I don't know that he has a choice. The board oversaw the collapse of everything that used to set Boeing apart. The union troubles are so bad that the union literally laughed in the face of Boeing's "Best and Final" offer. If you want to strong-arm in negotiations you have to be negotiating from a position of power. This stripped any power Boeing had at the negotiation table and left the union with all the cards. The negotiators need to be fired along with the board, and meaningful concessions from Boeing are going to be required as it appears that the machinists are ready to ruin Boeing in revenge for the prior negotiations in 2014. These concessions are going to not only need to return the machinists to the line, but also restore moral which Boeing systematically destroyed over the last decade.
Need to fire a bunch of managers too. Get back to good engineering and quality control.
Mitsubishi Embraer would be ground breaking merger to regional jets.
Unfortunately I think Boeing burnt the bridge so totally and throughly with Embraer that it will take a long, long, long to mend that wound. Boeing of course first needs to get it's own house in order. Kelley and the team have a herculean task ahead of him. For the industry's sake I hope the succeed.
I doubt their reputation will ever be mended in your or my lifetime.
@@j.heilig7239 The current reputation, one of greed, profit, bonuses, over passenger safety, efficiency and quality, will take centuries to overcome. They are one of the indicators of the moral and educational limits of the American inventiveness. Profit over all is not a recipe for a successful business. I have avoided flying in ANY Boeing since the 737 fiasco.
Boeing does not need Embraer to develop anything, they will have plenty of free engineers when 737MAX7/10 and 777x work is finished.
Interstate let alone international development work is very inefficient, it is better, faster, cheaper to do everything in one location like was done with 757, 767, 777, in Boeing’s golden years.
The main problem for Bowing now is the greedy union which is killing it right when Boeing barely survives. And it can only do it because of interference from DoL.
Calhoun is still on the board tho. Its not a herculean task, its a an impossible one.
@@j.heilig7239 THREE SC0RE YEARS AND TEN? I AGREE WITH Y0U. THE "NAME" B0EING IS N0THING, IT IS THE W0RKF0RCE, IT IS THE TECHN0L0GY, IT IS A L0T 0F PRIDE, IT IS TENS 0F TH0USANDS 0F AMERICANS LIVES.
As always: more subsidies possibly through even more military contracts. Everything in the US is subsidized through the military.
Boeing openned a engineeing office few km from Embraer's Main location and poached heavilly on Embraer's engineers, that REALLY soured the relationsheep.
Interesting and 👍for "relationsheep" 😂
I thought the main reason for Boeing's acquisition of Embraer was for their engineering, first and foremost...
@@reubenmorris487 Possible, then they decided to set shop across the street and poach the same engineers wholesale.
Probably no DEI issues to deal with in Brazil.
@@ThomasRapp-l4lDEI in Brazil is a reasonable problem, but Boeing Brazil is very forceful on DEI.
6:50 The board fired the CEO (and paid him $62.200.000 as a thank you for 4 years of great service....)
Yep they should have taken the money from him.
They paid him that amount because the next CEO and CxOs expect the same payouts. It’s an unwritten rules of the game.
@@Johnwashere-dt2ov waste of money for a failure
@@jamesocker5235 it’s an obscene amount of money while Production line workers are struggling with low pay and the CEO’s team fights tooth and nail to crush wages. Assume there are 6,000 workers, that $60M would be $10k per worker. That $60M doesn’t include the $Ms that the CXOs and upper management receive
Don’t think Boeing can rise from the ashes when their house is still on fire
Well, this is more of a future perspective
AND THEY ARE STILL FANNING THE FLAMES, LEAKING FUEL EVERYWHERE.
They first need to call the fire department and stop spraying fuel on the fire to save the company 🤷🏻♂️
Much like the 737 Max........
@@daveroche6522 I work on the 737, but you are right; it's time for the 737 to be retired. The airplane is from the sixties! Times have changed. A partnership with Embraer could save both companies. Like Petter said, one airplane to be built here (in the PNW) and one to be built in Brazil. Again, dreaming...
My recent trip to D.C. was on an A321. I had a chance to walk and talk with the captain who'd come from the 738 (with previous models also). He enjoyed the roomier cockpit (side stick vs. yoke) and said there was a quadruple redundancy in the FBW system. It was a very comfortable seat.
There used to be a saying that went something like, "You can have 10,000 'atta boys'. One 'aw shit' wipes that clean." If I was Boeing, I'd cut Starliner and my losses with it. Boeing has a history of great innovations and I'd like to see that return. But dang, they have a long way to go to claw their way out of that hole they put themselves in.
Problem with Starliner is Boeing is already committed to supporting it for the long run since that was supposed to be a key part of the new moon landing program. There is noone else with the capability of developing that technology in the world currently. SpaceX does not have the expertise to produce such a spacecraft and with public trust in Elon Musk basically gone I doubt NASA wants to risk such a task to Elon's petty toxicity.
Indeed.
Boeing died in 1997. For a long time it has been Mcdonnel Douglas skinwalking as it.
A recent LIS-JFK flight on a A321 Neo (LR?) made me a believer. It's a more comfortable airplane than any Boeing I've flown recently.
Everything will be fine. Boeing will survive. Only the taxpayer will get shafted..
Most probable.
Probably
Sounds about right.
Not to mention future victims - sorry - 'passengers'!
"Too big to fail"... If it worked for GM, it will work for Boeing, right? ;)
heavy fan here, (have watched pretty much every single video on both channels). excited to see you back!. Hope the schedule stays as your videos are the highlight of my week.
I love this... Many years ago, I wrote an editorial to respond to an article that suggested that one should let businessmen take care of things... I pointed out that the better idea was to keep businessmen OUT of engineering. The constant pressure to cut costs -- to improve profits and shareholder value -- had caused many major accidents, such as Bhopal and Seveso. Business could organize, while engineers built.
Good Lord, man! Based on your insight, maybe Boeing should be looking for their next CEO on RUclips... Maybe, specifically, a particularly good storyteller running a channel named "Mentour Pilot"!
It would probably be a safer cultural bet
Creating a new airplane isn’t going to bring Boeing back from the dead. If anything, it’s going to make their problems worse. Unless and until they start being serious about putting engineering and build excellence and (most of all) safety above every other consideration, they’re going to keep circling (if not going down) the drain.
Boeing thought it was a finance company. Now it needs to remember that it actually has to make things.
I have to say it is becoming very noticeable how many airlines in North America are embracing Airbus these days. Boeing isn't seen as the All-American success story anymore, why would the likes of Delta want a French-built plane with an English accent doing the callouts? But they do.
I agree only Jesus was resurrected from the did and in that case the reliability of the records were unreliable. It’s certainly not going to happen with a new model plane. They need to sort out the mess with the existing models.
The Embraer E2 series is the kind of comprehensive update Boeing should have done to the 737 with the development of the NG. New wing, new landing gear, optimized aerodynamics, updated core systems such as the ECS. Speaking from experience, the PACKs on larger 737NG variants (800,900) struggle to effectively condition cabin air on the ground. A proper update to the 73's core systems could and should have addressed this shortcoming, among a litany of other qualities that make the 737 a dated product.
If they were competent, but they are not. Getting someone else to do it is their best option. Boeing has been hiring on 'skills, not qualifications' to increase it's engineer's diversity. Much of the company is borked, has low morale, and nobody trusts them, inside or out. They need a win to hide some losses behind. They have great folks, but too many weak links hidden in there. But tear it up and the unions bring you down. Maybe they could take a business jet and put the folding wingtips on like a star wars shuttle to keep everyone interested. I think their engineers are under question right now so its difficult to evaluate what they still have that is valuable other than their existing contracts.
NTSB just found that the United MAX rudder incident from last February was caused by a Collins part that was improperly manufactured, so that’s not a good look for Ortberg, who also came from Collins
Indeed.
Even worse, a few years ago, Rockwell Collins were bought by RTX (formerly Raytheon). RTX were recently fined $200 million because Rockwell Collins had violated arms export laws and mishandled secret information - both before the buyout, and during the time between the buyout and RTX reorganizing and (hopefully) establishing control over Collins. Most or all of this happened while Ortberg was CEO of Collins.
@@Dennis-vh8tz and prior to the RTX acquisition, Collins also merged with United Technologies shortly before, which UTC owned PW (AKA the culprit behind the 2021-2022 777 grounding and the ongoing groundings of PW powered Airbus narrowbodies)
And Collins was the company who designed the MCAS system on the MAX
@@ironsmack10 Woah, that's a big news. Source?
Thank you for this timely and informative video!
All of the comments that Airbus wins overlook two factors:
1. Airbus is operating at capacity with a full order book. Given the constraints of huge factories and highly technical staff, they can’t meet the demand
2. One third of Boeing’s work is announced US government contracts (probably more if you include secret projects); there is a national security imperative to have Boeing survive.
Many mistakes have been made but 777 and 787 - successful profitable aircraft - give us reasons to be optimistic
Please Boeing, don’t ruin another aircraft manufacturer.
Hah. That my thought. They will just drag the other company down.
But didn't the bean counters inherited from MD ruin Boeing in the first place?
@@lgerigk That's how I heard the story.
@@lgerigkthat's just a story. The truth is way more complex than that. I mean, if Boeing saw the errors from MD and still let them happen, that's on Boeing as well. But putting the whole blame on MD was way easier and less harmful for them. I never bought that bs.
@@lgerigk That's how I’ve heard the story as well.
14:29 - That made me grin. Respect for the slight dig at the brand you love so much, Petter
I think that at this point the only thing that can beat Airbus is Airbus themselves
Boeing proves that it is possible to do that.
True. All Airbus has to do is avoid tripping over themselves like Boeing.
Unfortunate but true. We desperately needed competition for Boeing and Airbus' duopoly. Now that Boeing is facing troubles, Airbus basically has monopoly in Western markets.
@@toni8003 I hope Embraer can find someone else than McBoeing Douglas to fund their entry into the big league. I like Airbus, but we do need competition.
So far Airbus doing just fine. They have not taken advantage of Boeing issue to get some short term giggles and PR points means that at least till now they are aware of the intricacies and how safety culture is a big slippery slope.
I know this is unrelated to this, but its more of a "future video" type thing.
Im an aussie, and the fall of qantas as a brand down here is insane. Its gotten so bad Aussies are starting to refuse to fly with them.
And if you want to change your tickets or anything like that qantas are charging people to sit on hold upwards of $10/h and then another couple hundred to fix their mistakes. Its a shame how far they have fallen.
Im curious what you think can be done to recover this shattered brand, or if qantas is in a reputation death spiral so to speak.
As a former Boeing employee who worked in preliminary design on five (six?) new airplanes, the key to any new airplane is how do you replace the fleet of Boeing's biggest 737 customers, specifically Southwest airlines and RyanJet. Both would be launch customers of a new airplane, and both would have veto power on airplane size and configuration. Both would need to address the cost of re-training existing pilots and maintenance costs of a new airplane type.
Based upon the current situation on 777X and 737Max7/10, the biggest unknown is how does the FAA's new perspective on flight deck human factors impact Embraer's E-series. Any future derivative will be subject to the same scrutiny that 777X and 737Max7/10 are being placed under for system safety and flight deck procedures.
Embraer actually has a very decent safety record and history.
The 737-7/10 are already out of safety compliance with the new rules. They got their waiver. Boeing just needs to break from their existing 737 models and begin designing new models.
And Southwest is still desperately waiting for their 737 MAX 7. - So much about new aircraft models and Boeing.
The lowest risk (commercial and technical) clean sheet design for Boeing is a big narrowbody with as much commonality as possible with the 787, aiming for a common type rating. Only this time don't try and cheapskate as much with a fully disaggregated supply chain as they did with the 787 - do more manufacturing in-house. As for the engineering talent needed the market for skilled design and production engineers is a world one - just pay the money to poach them from Airbus and Embraer, or even from Comac, Sukhoi and Boeing's military competitors. And give the unions what they want - it is an iron law in hiring labour that you get what you pay for and Boeing needs quality much more than cost control ATM.
They have to sooner or latter anyway. Or go Airbus and pay what Airbus charges.
Fortunately Boeing didn’t buy Embraer
This was really fortunate and great luck for Embraer, indeed. Now Embraer has a future.
Indeed. Muilenberg made me nervous just based on how slick a talker he was on Wall St.
Did fairly well in BA (stock) for a few yrs and immediately sold my entire holdings the next trading day *after 2nd Max crash.*
Oh, the folks at Boeing are all good story tellers, allright.
Creative writers. Especially the accountants.
Supposedly, Boeing at one time had done design studies on a reduced sized, single aisle 787, as a replacement for the 737. This seems like a route they could take as well. If they were to design them, using the same systems, smaller engines like the LEAP's, they could have smaller versions as direct 737 replacements, and larger to replace 757/767's. Then you would have a family, with the 787 at the top, with a lot of systems & components shared across the families, reducing production costs. The other benefit would potentially also be a common type rating across the entire family...
But with what money?
This is an awkward time (and at least the next 5 years) to start a new clean sheet design that at BEST would be barely better than the Airbus competition. Just too many unknowns when it comes to the regulatory / environmental requirements that will have to be met in the 2030’s. The necessary engines (and requirements) are unclear (and are the more difficult / costly aspect to develop). Big outstanding questions about the ability to “SCALE” low carbon fuels are inherently tightly interwoven with what direction the engine / airframe designs will take. To embark on a new design now will be difficult with all of these unknowns.
Bjorn at Leeham News just had a great article about how badly Boeing messed up on predicting the thrust requirements for the 787 due to weight growth during development, (64 vs 72klbf). This caused huge problems for the engine development and reliability. And this happened with a well defined design, what would happen with an unclear set of requirements.
Additionally Airbus seemed to have gotten their numbers correct during a comparable development.
Your plan is really convincing, and I think you've saved Boeing some money and Ortberg a lot of effort with this storytelling promotional video. Great job!
If we look at the production numbers of the Airbus a321neo, and the time it takes for Boeing to introduce the new plane, if it passes all FAA inspections, it is already a lost battle.
Which battle? It's a duopoly , Boeing will still be operational even in the 2040s
Not so. Airbus has said this is the last version of the a320 family. This is all about what comes after that.
Pure and simple... What plagues Boeing is what plagues most American corporations... Boeing's first and only concern is executive and shareholder returns, not building a superior product, and in short they have become a bank and are no longer an aerospace engineering firm!... When Boeing thrived as a company their executives made around a 40:1 pay ratio over its RAFE (rank and file employees), and the RAFE, all the way down to the guy who swept the factory floor, made CAREER WAGES AND BENEFITS... But now those same employees make about a 700:1 pay ratio against the executive pay and in most cases don't consider their jobs good careers, and shockingly that sometimes includes the designers and engineers who oversee important aspects of plane building... Greed is at the root of most of Boeing's problems!!!
Not a new problem. It’s certainly goes back to the decision to build another great series of aircraft, the B-787. They did everything they could to fail. The move to Charleston was about Boeing hating the idea of their union employees making a bigger paycheck more than they liked making money. Those few lost years of production followed by substandard work at the start of production can’t be restored. The 787 should have hundreds of more planes delivered. Boeing should be making that nearly half the profits a manufacturer does in life of a plane selling spares by now.
I like the episodes you make about the future of aviation and where you have really found a lot of information about the industry.
I have a secret plan to save the Roman Empire. Ohhh wait... never mind.
Don't give up so easy. Hindsight is always 20/20. Have you considered funding the building of a working time machine?
@@thomasboese3793 The issue with that is they'd need a workforce...
This definitely isn't gonna work
Definetely not, indeed.
Just pile in another trillion dollars trough a couple bloated millitary contracts and boeing will survive for another 15 years.
Seems to be the go to strategy in these situations.
Bingo!!!
The current contracts are actually part of the problem. They have foxed proves and therefore they are costing them money roght now
It's simple actually
they just need to care about safety, engineering, the employees and manufacturing over unnecessary profits. They need to destroy the mcdonnell douglas culture.
Word!
@@jantjarks7946 Not happening since that mindset is in all big or monopolistic corporate companies.
@@jantjarks7946 there you are!
@@trilight3597 I don't know what's going to happen, but it's not looking good for Boeing anyways. As such you are right.
@@thetruthbehindplanes Certainly not with you who is happily ignoring facts about Boeing's unsafety culture.
Your content is top notch!!! Super positive and inspiring whether you root for Airbus or Boeing, big thanks for sharing it with the world!
But it's just going to be another identical tube with wings on it. I wish they'd do something crazy with plane designs, make it look like the batmobile, or an x-wing or something.
I had the idea they could put their foldy wingtips on a private jet and make something like a star wars shuttle.
@@mandowarrior123❤
Then they'd definitely bankrupt. Airbus have a blended wing concept though I doubt it will make it past the drawing board if it even got on there in the first place; they're making next-gen aircraft, not film props.
This vidio was actually amaizing! I know how speculative it was but honestly if something like this happened it could be tbe craziest come back ever. I sooo hope it does!
Embraer and Saab venture would be really interesting😊
Apparently Saab isn't interested
@@MentourNowcould we potentially see a merger of Boeing with Lockheed? Lockheed could manage the Boeing products and keep the brand. It would be a giant company waay bigger than the next competitor.
@@georgegherghinescu Lockheed has many of the same issues as Boeing, they just have the advantage of a trillion dollar defense contract, the most expensive in human history to keep the afloat for the next 50 years. Lockheed can live off the F-35 program for at least the next 50 years.
@@MentourNow Soured by the T7A? Or just too much?
@@georgegherghinescu nope: Lockheed has zero desire to get into Commercial, they would rather rip the Government off with the F-35, it pays so much better.
Boeing still have a working production line for the 767-300F and KC-46 so if they want a new mid-market design, a re-engined and upgraded 767 could use the existing infrastructure depending on costs. A new 757 would be more difficult but I'd love to see that type come back into production
Me, a Brazilian, watching This: Ora ora, parece que o jogo virou, não é mesmo?
Oba!
These guys think we’re the underdogs. Came searching for engineering talent, when their house was on fire they dropped their honoring blaming Embraer. Shameful.
The Embraer name shall remain independent of the partnership agreements as Embraer gets praised by lots of aviation experts due to it’s technical excellence, a thing that Boeing is losing after being taken over by profit driven management.
I’m excited for partnerships but it all should be done with respect to the people that composes both companies.
"mundo gira e vacilão roda"
@@panam747 ma
"Plus ça change, plus c'est la même chose “ - The more things change, the more they stay the same [French writer Jean-Baptiste Karr, 1849].
The Emraer 190-E2 is a beautiful and quiet aircraft. I've traveled with this airplane a couple of times.
I'm afraid Emraer will be bought by the Chinese. I hope that won't happen!
I mean, it would be great for chinese aviation to have brazilian designers.
It actually made be a better solution, if they can make a partnership instead of getting bought out. Then the chinese will get the expertise, allow them to faster progress. Meanwhile embraer gets the money to grow. Chinese internal market alone is huge in the future. If embraer helps to chinese to cover that with their own means, breaking their dependence on airbus and Boeing, that may be worth enough for the chinese to allow embrear to challenge the duopoly in the rest of the world. I wouldn't trust Boeing. The screwed both Embraer and Bombardier (Bombardier did win in court, but by then, they had already sold to Airbus.)
3 days late to the party?!? Guess that’s what I get for being just a regular subscriber. And yet, I’m really looking forward to watching this Petter. Tusen tack för vad du gör för oss. 👍👍👍
You could supplement Petter's paltry training captain salary by joining his Patreon. If not for them he could never afford all this.
@@UncleJoeLITEVery true. But difficult for me a person fighting advanced stage 4 cancer. I really do love watching his videos on both of his channels. And I also like that he’s a Swed since I live in Stockholm. Maybe one day, if they should find a cure for my type of cancer which is still a death sentence today. Maybe - one day
Damn that E2 is beautiful. Love those curvy wings.
Best Boeing short term plan would be to make better planes. KISS.
... or even make the planes they currently make better.
KISS (Keep It Simple Stupid)
Thanks
Thank you too!
I am an optimist also.
But I do not think Embraer management (now the better party) will accept Boeing plans so easy, plus a 1000 apologies and a fine.
I love the BD500 (A220) I build them down in Mobile AL at the Airbus FAL here. Love the plane, it’s so easy to work on. I rig all the flight controls. Ailerons, elevators, rudder, THS, Flaps, Slats and so much more. I applied for the 320 side as my almost 20 years of experience fit that but they asked me if I wanted to work the 220 instead. I didn’t at all but now I’m so glad I went this route.
What is going to get Boeing back on track is chapter 11. The writing is all over the wall.
Indeed.
If I understand your pla correctly, you suggest that boeing is aiming for the competition of the A330 and A350, while Embraer produce a new plane in the B737 segment, which is the bread and butter department for boeing. Is that really likely?
I cant stand the MAX, i avoid it when booking tickets. I feel its a plane that should have never existed. Years ago, I always loved Boeing over Airbus. But times have changed. I would love it if they embraced their engineering history and come up with an amazing new plane. The McDonnell Douglas merger really messed up the ethos of the company.
I also prefer Airbus, but I don't think we can avoid the MAX in the long run. Currently it's relatively easy for me as Ryanair doesn't have a lot of MAX (delivery delays, MAX10 certification). In the future when most of the NG is replaced by MAX, I don't think we can avoid it, especially since airlines can change aircraft type on the day of flying.
One of the Best aircraft flying today. It's who you believe, the misleading information and the bullshit you listern too. Just like the max crashes whole lot of bullshit.
@@michael-y8cOh really? Please enlighten us with your bullshit.
I flew an A300 Taiwan to Philippines back in the 80s. Not happy about two engines over open ocean, but it clearly was a well build aircraft putting the DC-10 to shame. I liked Boeing because it was USA and they did not take subsidies. Then they demanded Washington State tax break and sold out to build the pre 787 operation in Charleston based on who offered the best deal. Downhill since.
@joen4088 A lot of.media reporting about the max is nothing but misleading lies. Just like the max crashes, how the pilots were overwhelmed and mcas took over and blah blah. None of that was true .
As usual, this video addressed a number of issues and gave hope that Boeing had a good future.
I was surprised how much work you put into each video. Thank you for the insightful input. I am happily surprised with your commitment.
Keep up the good work.
Jonathan Schwab
I'm glad Embraer dodged that bullet and now Boeing has to pay for falling the deal 😎 150,000,000 USD for Embraer
That's 2.4 CEO's worth!
Embraer still performing poorly in the commercial division, will they survive in the long term?
You are so on the money with this strategy! Love your work….
Ah now, Dave Calhoun wasn't "fired", he "departed" Boeing (big difference). Oh, and he walked away with a whopping $24 million severance paycheck. (Surely not the worst imaginable fate) 😉
Indeed.
It is like Bechtel going $2B over budget on the SLS Mobile Launch Tower, and having NASA management praising it and giving it PERFORMANCE BONUSES.
Very interesting speculation my friend I so enjoy your contents
Boeing reminds me of the 80's movie: Blade Runner .. where, at the end of the movie, the Android says "time to die", and then gives up the ghost.
Very said
Wow, really thorough and detailed explanation of the way forward for Boeing. Nice job!
I've heard the 737 called many things - but never 'beautiful'. As a passenger, I prefer the A320 anytime!!
Either works. They are just transportation machines. The MAX has as good efficiency as the A320NEO. One training pilot managed to drive the A320 computer system into insanity. Or you can freeze up all three of the A320 AOA and Pitot (and has) and the redundancy is gone. Synthetic AOA and speed should be mandatory like it is now on the MAX.
Airbus is another word for/ relax, we got this, have a snack and rest
@@gregoryschmitz2131 Do you have a source?
787 has synthetic air speed but that actually relies on the aoa input. MAX has synthetic aoa, gained from 5 parameters (but nowhere confirmed which ones) Can't find anywhere they implemented airspeed as well. Probably 3 to calculate the lift factor and then airspeed and altitude. Problem kind of is: Airspeed if you have input from aoa (+ other stuff, like GPS) is easy, same for AoA if you have airspeed.
Trouble is faulty aoa now gives faulty syn. airspeed and faulty airspeed now gives you faulty aoa. Still, put it into a 3 physical sensor each + SADS and you now get a supreme redundancy.
Added Problem: GPS blocking and spoofing is on the rise. Already trouble for planes. And most SADS use GPS for ground speed to then gain airspeed. Spoofed signal, can now cause the FCC to believe the physical sensor to be wrong.
Think there was a video from mentour about it: GPWS at 36'000ft. obviously wrong and just very annoying. but if you now add airspeed aoa unreliable warning and they are low enough that the GPWS could be real, you get exactly a scenario, were pilots are known to have overreacted or frozen.
Main reason for not implementing a full SADS (airspeed, aoa, angle of sideslip) probably is they very complicated to get certified. adding significant cost until they are common place like the physical sensors.
I dont know whether it would work in the aero industry, but modularisation in design really saved the automotive industry. By predesigning a couple of common platforms for several range of products, it would be easy to plan release products and their variants rapidly at minimum costs over a number of years.
I hope Boeing can recover. I live in Renton. They're one of the largest employers in Washington State. My grandpa worked for Boeing, my aunt and two of my uncles worked for Boeing. A friend's husband and daughter currently work for Boeing. They employ tens of thousands of people in this state...
Yes, I hope things get well sorted for Boeing!
They will recover if they start making lawnmowers
@@igelbofh ha ha he he🤣🤣😂
Excellent Analysis Petter!
So the US pilot's union is behaving like a bunch of maffiosi? Why the hell would Embrear merge with a lost cause like Boeing? Splitting up Boeing would be the best for the airline industry, not another merger.
Maffiosi and scandal is pretty par for the Brazilian course, so they should be right at home.
I couldn't help improve your presentation but I really appreciate the depth of your research and engaging approach.
Why even thinking on creating a new airplane before fixing all the production quality issues they currently have?
could work by picking each employee for the new model, getting production processes right from the start, hiring fitting new people for the new team.
and essentially pushing out the bad ideas, quality standards, production methods and employees by keeping them tied to the outgoing models.
Your way of thinking is spot on!
As we say in France "with all those ifs we could put Paris in a bottle!"
Just come back to reality , Boeing is technically and commercially light years behind Airbus which is now focussing on the programzero e which will revolutionize air travels Boeing future is to try to solve there multiple 737, 787 and 777x issues and sell their business as much as they can.Their time is over now.
It wasn't that many years ago that Airbus was saddled with huge cost overruns on their military transport, and no orders for the A380. At the same time Boeing stock was $440/share and they were pulling in record cash. Business tends to run in cycles and I'm guessing there are investors speculating on the upside of Boeing stock.
@@mchristr except that in this industry everything starts and finishes with air safety and security. Customers feel that you are not on top of this you are dead Dont worry about cycles and stock values this is precisely what killed hundred of people in the max disasters.
😂
Eh, assuming airbus don't bottle it themselves. Everyone can pull a Disney.
airbus survives and grows mostly on a good propaganda. forget the the A320 intro to the airshow already?
I wonder if investors would rather invest directly in Embraer, which has a well established reputation, and lots of planes in service. Perhaps a low hanging fruit for Embraer would be to further reduce the weight of the E2 175 to get under the scope clause limit, maybe call it the E3. Demand for regional jets still seems significant. That could then be a stepping stone to a C Series like single aisle jet, or to a MAX/A320neo series competitor, especially if Boeing continues to have problems, or Airbus doesn't develop an A320neo series replacement. Investors may be more inclined toward an Embraer, or even a Boom, than a legacy maker that's endlessly struggling with manufacturing and new plane development.
I wonder if it’s better to let the old Boeing go and let new companies emerge. It feels like the save is nostalgic at this point. Sears, anyone?
You seem to have thought this out pretty well. It makes total sense to me. It would be good to hear from others in the field, particularly senior insiders, on this possibility.
They should look to Toyota as an example of engineering.
They did. There is too many design variations for not enough production volume.
Japan has a different culture.
They actually take pride in their work.
@@trilight3597best engineers are Germans then Japanese....all others are shit
Toyota isn't what they used to be. They maintained their reputation for years after losing their old gaurd engineering talent to retirements by simply never updating stuff or only doing the bare minimum to continue to pass emissions. Now that they're forced to design all new powertrains since they can't squeeze any more life out of 1990s designs they're having the same issues as everyone else.
They have, but the managers doing the looking are not engineers by training.
So the technical folks get to explain to management what's really happening.
Management then makes their own decision w/o describing why they ignored various engineering recommendations.
The waste of resources is staggering. The end results are poor.
And then Management takes a vacation to Aruba.
Great presentation, Petter, but I think you need to consider two factors. 1/ Who in Embraer management would trust the word of a Boeing executive after last time? 2/ Brazil is an active member of the BRICS alliance and probably open to an aviation partnership with another member of that group. The obvious choice is China which is already working hard to develop an indigenous civil airliner but still needs technical assistance. For Embraer such a collaboration has the potential to give them entry to a future Chinese/Asian marketplace. An idea worth exploring?
Boeing should hire Mentour Pilot as a consultant!
Yeah. Would it save Boeing? Still a big question mark.
A very interesting video and I think the key to it is the degree to which Boeing can rebuild market capitalisation to enable it to save itself. Will Embraer come back to the party? Time will tell but I think you have put up a very convincing case that the discussion needs to be had. I'm really interested in you branching out from operation aspects regarding aircraft incidents into these more general discussions about the industry as a whole and I really value your input into this complex debate. Thank you for taking this tack.
Boeing is going to need two to five years to even come close to get their own business in order before they partner with anyone! Until Boeing enters full rate production on the 737, 777, and 787 there isn’t a company I’d the world that should partner with them.
Hmm ... good partners that mesh with Boeing's leadership style. How about Arthur Andersen? Oh, wait, they folded after that Enron thing. Never mind.
Better Slow but great quality than quick And much worse.
@@zdenekprecechtel6741 I say safety and quality is the goal. Though if your competitors have a deeper order book and are at the moment much better than you in quality, safety, and order deliver rate. Factors like that make it difficult secure additional business partners and opportunities.
Professional, knowledgeable, and clear.👍
I tried to buy the virtual 737 course, but the the link will not allow me to enroll.
It thinks your a Boeing employee on a sabotage mission 😂😂😂
Thanks Peter, I think Boeing should focus on the 717 for regional and remote operations into airfields with limited facilities, thus solving the need for a low slung aircraft. The 737 could then be redesigned with adequate underwing clearance for modern high bypass engines.
I would love to see Embraer and Boeing produce a new medium sized aeroplane. But I think the cheapest, quickest way for Boeing to get out of it's malaise is to deal with their own quality problems. Boeing has a huge backlog of orders and this is their salvation, not incurring yet more debt trying to buy things.
Boeing has to return to profitability first before they can do anything else. After that, this thing could work. Joining two unprofitable companies together rarely succeeds. And nearly always only happens when there is another bigger company/investor who is above them doing the merger.
Buying their way out of the problems is not an option for Boeing anymore. The debt level is way too high, and the debt funding return will take over a decade to materialise. Boeing hasn't got that long.
21:22 Call it the Thunderbird 2 and it immediately has celeb status 😂
No more 737 Max trouble would help for sure.
What a load of nonsense, the max is a fantastic plane. Especially when basic maintenance is done correctly and the pilots remember the memory items.
Great Video, well researched!
There is only one way that Boeing can "beat" Airbus. Buy it and close it down completely. Airbus employ educated, decent, moral, hard-working, committed, INTELLIGENT people. They care about what they do. They are great designers, engineers, scientists, most of which doesn't apply to a company who cannot even maintain their own development fleet. Boeing cares more about margins than customer safety.
Mostly about shareholder value and sales ...not quality
Airbus also benefits from having the financial support of the European countries that own a majority of the company. They don’t have to worry about the same financial obligations as the privately owned Boeing. Not taking up for their piss poor decision making but if the United States was a shareholder in Boeing with its deep pockets the 797 would be in production and the 777 would’ve been finished years ago. Most importantly the 737 Max wouldn’t exist because they would’ve come up with a clean sheet design when the A320 started gaining ground.
@@AnetaMihaylova-d6f Indeed, yes indeed. There are four lanes on the road to self-indulgence, selfishness, and greed for personal returns, all locked away from gaining access for the people who MAKE the money.
@@khakiswag Airbus doesn't benefit anything because the European model of doing business is different than the Anglo-Saxon model where what matters is money sales and stock price ,especially the latter
@@khakiswag And likewise Boeing get's constant support from the US. There was a 2 decade long trade dispute over that.
The best sign that he could give that the board are serious about taking the turnaround of the company in hand is to move their HQ functions back to where their primary manufacturing operations are in the Pacific Northwest.
Boeing needs to invest in upping the standard ,before even dreaming of competing with anyone.
Great video as always!
Boeing doesn't even share type rating within its own portfolio, let alone with Embraer. They wouldn't need two new plane designs to achieve that, more like 4 (true regional, small single isle, large single isle, and small widebody), when the idea that they could even finish one this decade, is laughable, not counting the 777X, though who knows at this point. 2026 is already the minimum there according to their customers own statements to their shareholders, and that was before the current issue.
Even if they start to design a 737 replacement soon without anything fancy on top, Airbus is already well on its way to internally having figured out the design of their true A320 family clean sheet replacement, having already spoken cautiously about it to both select groups and a little even in public. In the mean time Airbus will basically have 100% utilization at maximum possible profit for all their factories, with the only half way recent issues being either P&W or Rolls Roys related, which is not really their fault, or maybe them trying to improve the speed and cost of producing the A220 from the mess they took over.
Face it, Airbus needs to do a major screwup of their own for Boeing to really have more than a marginal place on sideline of aviation in the future, assuming they manage to at least become profitable again, and don't just go bankrupt.
As for military contracts, from what I understood Boeings recent admission that they lied again made them actually inadmissible to new military or government contracts, unless the government choose to declare it an emergency of national security.
👍
Depends, if the CFM rise Airbus is banking on flops then Boeing could have gain back significant market share in the 2040s.
You see the advantage of a cleansheet is that unlike the 737 , Boeing will be able to to create a platform that could match any new product from Airbus.
Boeing will most likely develop an a321 alternative or something slightly bigger , with good enough range to fly longer missions. That way it should be easier to win back some market share.
Airbus is currently thriving because the 737 platform is just not good enough to offer a true competitior to the a321, but if the 737 replacement targets this segment , I don't see how they cannot win back significant market share.
In terms of widebody sales , the 787 will continue to do well against the a350 for the next 20 to 30 years
@@mmm0404 Yes, but the opposite is true in the more likely case that Airbus has finished their already in progress A32x replacement, and Boeing still has no better answer ready than 737 Max.
@@autarchprinceps Airbus has not finished anything, they are still studying the CFM rise and if you have been watching mentor now's videos you will release that there are plenty of challenges to be faced.
Both Airbus and Boeing are still studying possible narrow body replacement and the final design will depend on what engine will be available in the 2030s. An open fan like the CFM rise might influence the final design of the aircraft if Airbus chooses to go ahead with this , meanwhile Boeing is looking to PW for their PWGTF gen2 to power their 737 replacement.
@@autarchprinceps in terms of sales the 787 got 300 orders last year , the a350 got a similar number too . So 787 sales are not slowing down compared to the a350, it's unlikely the a350 will ever overtake the 787 in sales . At best you could say the a350 has been selling as well as the 787 in recent years but not more.
Flew the Kai Tak approach on the BA 747-400 sim at Cranebank. Awesome.
It's a bit unfortunate, that Ortberg took over just before the strike. It's hard to rebuild the relationship with the workforce when you start in the middle of a labour dispute!
It could have been the perfect opportunity to build respect, motivate the work force and make them feel that the leadership was actually listening for a change.
I love this idea you outlined and it’s a doable solution for bith companies. Boeing is still a very solid aircraft and can repair the damage to its reputation if they truly want to do so. The partnership with Embrayer is a win for bith companies and needs to happen.
There is one important issue not considered here: the government in Brazil changed from a liberal/pro-market one to a leftist one in 2023. The new government is against this deal (considering the same terms of the previous) between Embraer and Boeing. The government has the so called "golden share" that effectively allows it to veto the deal. This deal is off the table by now, and will only change if the government changes back to a liberal one (or the terms of the deal are changed to a level so favorable to Embraer to the point where it probably won't be attractive to Boeing as it was before).
Honestly, that sounds good for Embraer. But if the government is truly more socialist, then they should be supporting Embraer’s survival as well as having such control (that’s the trade-off: they have more control, but they’ll support you if you’re good for the country’s economy).
Although let’s be clear, a nationalist government wouldn’t allow Embraer to give a controlling share to Boeing anyway - they’d rather the company die then do that. Thats the irony about politics.
Sounds like Brazil could use some US democracy to get rid of tyrannical oppressive dictatorship that is against the deal =)
Calling Brazil's previous government "liberal" requires quite a bit of mental gymnastics IMHO :D
@@jannepeltonen2036 liberal in the traditional sense (like Locke, John Stuart Mill, etc - look for information about Liberalism in philosophy and economy), not in the american sense 🤡
Boeing has many hurdles to overcome but you laid out a good strategy for them.
As a die hard Boeing fan boy this specific 'content creator' keeps pulling fantastical nonsense out of his ar.. which never addresses the underlying issue with the required honesty: corporate greed