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Ahead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker's latest Commercial Market Outlook, an annual report which asks how many aircraft the world will need in the decades to come.
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00:00 Welcome and Guest Intro
00:45 Boeing Outlook Overview
01:33 Fuel Shock and Demand
04:28 How CMO Is Built
06:22 Big Headlines 44000 Jets
07:55 Where Growth Comes From
10:29 Neutral Forecast and Investment
12:40 Break and Return
13:24 Premium Cabin Boom
17:59 ULCCs After Spirit
20:23 Farnborough Airshow Preview
21:30 Supply Chain Complexity
23:58 Where to Read CMO
24:22 Wrap Up and Subscribe
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