Boeing’s 737 Max Loses First Customer

The transcript discusses the first formal cancellation of the Boeing 737 Max, highlighting its impact on Boeing and Airbus. Despite the cancellation, the commercial impact is not yet critical for Boeing due to limited Airbus manufacturing capacity. The transcript also covers the regulatory and technical challenges Boeing faces, including software fixes and other faults identified by aviation regulators. The discussion concludes with an analysis of future risks and industry dynamics, noting that while cancellations are possible, they have not materialized as feared.

What was the significance of the first formal cancellation of the 737 Max?

How many total orders has the 737 Max had since its launch?

What are some reasons why airlines have not defected to Airbus despite the issues with the 737 Max?

What is the current status of the FAA's approval of the software fix for the 737 Max?

What challenges are airlines facing due to the grounding of the 737 Max?