this post was submitted on 07 Mar 2024
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Comac is coming. They might not ever sell a plane in the US but Africa, then wider Asia, then Europe will buy some.
Boeing will continue to exist though, agreed.
If I was in Embraer leadership I'd be scrambling to design a jet in the 737 class right now. It's just one step up from what they already make. Embraer is already popular with US regional airlines and would be more acceptable in the US market than Comac.
The A220 is tough to compete against though. If Airbus goes up to a A220-500 they’ve got a small, hyper-efficient 737 already. And it’s not like the A320 neo isn’t already in place.
Definitely agree that no US airline would be willing to stand the political fallout from buying a C919, whatever deal they could secure or however confident they felt in the reliability and safety of it.