China   Orders   Policy & Regulation   Geopolitical Developments & Conflict Impact   Asia-Pacific (APAC)   Boeing  
The Air Current • Will Guisbond

Boeing signals China sales return after nearly a decade-long drought, positioning 200-jet deal talks as political and safety con

Boeing is ending a nearly decade-long sales drought to China, hinting at follow-on agreements after a potential landmark 200-jet package. Investors are focused on the uncertainty around deal structure and timing—set against a backdrop of prior delivery freezes tied to geopolitical constraints and safety considerations.

2026-05-15T17:22:09.054506-07:00
Leadership   Airlines   Delta Air Lines  
Wall Street Journal • Krystal Hur

Berkshire Invests in Delta Again During Abel’s First Quarter as CEO

By Wall Street Journal: Berkshire Hathaway BRK.B -0.28%decrease; red down pointing triangle bought a sizable stake in Delta Air Lines in Greg Abel’s first quarter at the helm since succeeding Warren Buffett, returning to a stock the conglomerate previously invested in several years ago.

Also: Atlanta Journal-Constitution, Seeking Alpha, The Independent and news.ssbcrack.com
2026-05-15T13:39:19.624237-07:00
Leadership   Airline Industry & Market Trends   Industry Leader Profiles & Interviews   Air India   Airlines  
AeroTime • Stephen Pope

Amid turnaround effort, Air India posts $2.8B annual loss

By AeroTime: Air India posted a $2.8 billion annual loss as Tata Group continues a major turnaround built around fleet renewal and modernization.

Also: Aviation Week, CNA and Fortune
2026-05-15T09:24:05.899861-07:00