Supply Chain   Aircraft Manufacturing (OEMs)   Defense Industry & Major Contractors   Geopolitical Developments & Conflict Impact  
Reuters • Allison Lampert, Laurie CHEN, Lewis Jackson, Michael Martina

U.S. aerospace and semiconductor suppliers turn away clients as rare‑earth shortages worsen ahead of Trump‑Xi summit

Suppliers to U.S. aerospace and semiconductor firms are reporting worsening rare‑earth shortages, with at least two suppliers turning away some clients. The supply squeeze — reported weeks before President Trump’s planned summit with Xi Jinping in Beijing — risks disrupting production and delivery schedules for critical components.

2026-02-25T20:41:11.982236-08:00
PaxEx   Orders   Airline Industry & Market Trends   Asia-Pacific (APAC)   Airlines  
Reuters

Qantas international weakness overshadows profit rise as US routes soften

By Reuters: Australia's Qantas Airways on Thursday posted record first-half underlying earnings, but its shares plunged 10% after its international division's profit unexpectedly declined due to rising costs and weaker demand for economy-class travel to the U.S.

Also: Paddle Your Own Kanoo, AeroTime, CAPA, Simple Flying, miragenews.com, 42kft.com and 10 more
2026-02-25T14:13:05.773191-08:00
Supply Chain   Aircraft Demand: Airline Distress & Consolidation   Airline Industry & Market Trends   Asia-Pacific (APAC)   Airlines  
Reuters

Air New Zealand posts wider-than-expected H1 loss and launches strategic review amid engine maintenance delays and weak demand

By Reuters: Air New Zealand said on Thursday it was carrying out a strategic review to "reset" its business as persistent engine maintenance delays, weak travel demand and higher costs continue to plague the airline, driving it into a half-year loss.

2026-02-25T13:13:11.512795-08:00