aviation   Orders   Airline Industry & Market Trends   Aircraft Manufacturing (OEMs)   Industry Leader Profiles & Interviews   Boeing  
AirInsight • Richard Schuurman

Boeing projects 43,625 new aircraft deliveries through 2045—~25 more than last year’s forecast, citing a Gulf War-driven “echo”

Boeing’s latest Commercial Market Outlook forecasts 43,625 new aircraft deliveries through 2045, only about 25 more than the prior year. The incremental change is framed as an “echo” of the Gulf war, shaping expectations for long-term fleet growth and demand timing.

Also: Aviation Week and Boeing
2026-07-17T16:09:17.536588-07:00
defense   AI   Defense Industry & Major Contractors   Space Defense & Militarization  
Wall Street Journal • Amrith Ramkumar, Anissa Gardizy, Becky Peterson

SpaceX in Talks to Provide Computing Power for Pentagon’s AI Push

By Wall Street Journal: SpaceX SPCX is in talks with the Defense Department about providing the agency with access to data-center capacity worth billions of dollars for running artificial-intelligence models, deepening ties between Elon Musk’s company and the Pentagon.

Also: Seeking Alpha
2026-07-17T16:45:44.734298-07:00
aviation  
New York Times • Niraj Chokshi

After Repeated Crises, Boeing Looks to Turn a Corner

By New York Times: The company recently opened a new production line to keep up with strong demand for its 737 Max, though orders for its new planes lag rival Airbus.

Also: Associated Press, Aviation A2Z, Aviation Week, Leeham News, Bloomberg, CNBC, FAA and The Independent
2026-07-17T10:58:59.503395-07:00
aviation   Air Cargo & Freight Logistics   Airline Industry & Market Trends   Airlines   Delta Air Lines   United Airlines  
Cranky Flier • Andrew Bashuk

Cranky Weekly Review presented by Oakland San Francisco Bay Airport: United Earnings, Southwest’s Spring

By Cranky Flier: Review United Reports $805 Million Profit United Airlines’s Q2 earnings were released Wednesday after the close of the market, and the carrier earned a profit of $805 million on $17.7 billion in gross revenue.

Also: AirInsight and Seeking Alpha
2026-07-17T11:13:53.029382-07:00
aviation   China   Orders   Airline Industry & Market Trends   Aircraft Manufacturing (OEMs)   Asia-Pacific (APAC)   Airbus A350   Airbus   Airbus A320   Airlines  
Bloomberg • Benedikt Kammel

Airbus Wins Major Order from Air China to Firm Regional Hold

By Bloomberg: Airbus SE won orders from Air China and Hainan Airlines with a total transaction value of about $17.8 billion, giving the European planemaker a commercial boost a few days before a marquee aviation exhibition.

Also: FlightGlobal, AirInsight, AeroTime, Air Data News, ch-aviation, CNBC, Aviation24, Simple Flying, Aviation Week, Airline Economics, Seeking Alpha, aviator.aero and aerospaceglobalnews.com
2026-07-17T02:45:21.317041-07:00