Safran CEO on Aircraft Demand, Engine Durability

The video discusses the transition from a demand shock in 2020 to a supply shock due to geopolitical tensions, particularly the invasion of Ukraine. It highlights the need for resilient supply chains, avoiding dependency on single countries like China. The video also covers durability issues in jet engines, particularly in harsh environments, and the potential acquisition of Raytheon's aviation business to enhance flight control capabilities. The company aims to maintain a strong balance sheet and shareholder returns while considering strategic acquisitions.

What are the two main factors contributing to the unprecedented shock of supply mentioned in the text?

How long is the supply shock expected to last according to the speaker?

What geopolitical tensions are mentioned that affect supply chains?

What is the significance of the LEAP engine in the context of the discussion?

What issues did the CFM 56 engines face in severe environments?

What strategy is mentioned regarding the potential acquisition of Raytheon's aeronautics business?

How does the speaker describe the company's financial position in relation to potential acquisitions?