energy management and who we think will win...
November 4, 2009
Fort Irwin to build a 500 megawat solar farm | solar.coolerplanet.com
We know that GE's CEO has lunch 2X a week with the Brass in Washington... We know that GE has the most to gain or loose should they not get the contract to participate in this two billion dollar project. GE Infrastructure, GE Wind, GE... the list goes on and I am confident that all of the right people are talking to the right people. We think that understanding energy management and creating a system for open architecture prior to building the project is a must.
Recovery In Business Jet Demand - A Few Simple Truths
October 29, 2009
Business-Jet Demand Likely to Skid Before Regaining Lift | online.wsj.com
1) A brief historical review will show any casual observer that new jet deliveries lag wider economic recovery by some 12 months. 2) Demand heading into the current downturn was already dominated by international demand. 3) What most forecasts fail to highlight is who the winners will be as the business jet market recovers. Unlike prior cycles, some demand sources will be late to the party, and demand will not be evenly distributed across all OEMs and service providers.
Business Jet Recovery - The Road Ahead
October 28, 2009
Textron Barely Posts a Profit | online.wsj.com
The business jet cycle has certainly hit rock bottom, but will not show clear signs of recovery for at least six months. This recovery will be unique, in that there is significantly more competition, in virtually all major business aviation segments. As a result, understanding who will recover more quickly, and more sustainably, will require much more detailed analysis than before.
October 24, 2009
JAL faces $8.8 billion excess debt if liquidated: source | www.reuters.com
The airline is in trouble, with what you would think is a weak hand. But it is inscrutable and playing a weak really well.
October 14, 2009
Ryanair hopes to order 200 aircraft by year-end | www.reuters.com
Ryanair's loquacious leader is great for zingers. His oft expressed desire for an effective doubling of the fleet has analysts pondering the decision process constantly.
Another side of the tanker story
October 8, 2009
Pentagon in the Tanker | spectator.org
This acquisition is going to be political before it is anything else. Congress cannot stay out of it and the vendors are lining up their supporters. No matter what the SecDef says. Which is why he was clever to hand back the decision to the Air Force. Who would want to be in the midst of this?
The struggle with in-flight Internet
October 7, 2009
Row44 opens the door for BYOI | www.flightglobal.com
This space has been the promised land of airline ancillary revenue from way back before 9/11, when Boeing brought us their Connexion service.Boeing's product worked as promised, but the economic model did not. Boeing canned the service just as, many would argue, it was starting to gain momentum. The loss of Connexion hampered the in-flight entertainment industry - but two new firms are offering in-flight WiFi now with mixed success.
September 13, 2009
Goldman funds take 21% stake in Eurotunnel | www.ft.com
After many fits and starts, the Chunnel seems to have found its stride.
Well, the WTO Ruled in Favor of Boeing, But Bloomberg's Take Was Surprising
September 12, 2009
Boeing, U.S. Seen Winning WTO Case on European Aid to Airbus | www.bloomberg.com
So this story is already a week old, but crucially only three weeks into the one-month appeal time. EADS has already made the tactical error of calling this (interim) result "Only Part One", when it simply can't be -- the two cases are separate and so can't be interdependent..So what does EADS do? Appeal and underline its "Part Two" gambit or just totally ignore the reality of the huge anti-European findings and instead focus on the baloney of trying to "talk it out"? Talk, remember, is cheap.
September 11, 2009
THAI fails to transfer four long-range jets | www.bangkokpost.com
OEMs have often tried to offer a plane that is a shrink of the original and invariably this does not work. Even if the idea is to offer a niche plane that technically does the job, airlines that buy these planes seem to live to regret the decision.
Big-Foot YRC Drops the Other Shoe on Shareholders
November 3, 2009
Bombardier Barbs Shows CSeries Can't Cut The Mustard
November 2, 2009
New 777 Depends On 787 Success
October 13, 2009
Airbus Lost $7.5bn+ Trying to Flog the A350XWB
August 28, 2009
Airbus A380 Struggling To Cut The Mustard?
August 24, 2009