Boeing is doomed. Apart from the design failures there’s another thing that strangely enough gets rarely mentioned: tariffs.
No non-American, western airline is going to buy Boeings for the next 25 years because of the tariffs, even though Boeing, for now, is excepted from tariffs. But we have seen that that could change at any given moment.
Airlines can’t risk buying an airplane, only to find out that when it gets delivered, it’s price has gone up by 10%, 20% or 100% because of tariffs. Airlines, and basically every company, can’t afford these kind of price increases and uncertainty.
It won’t be over when Trump is gone; it has turned out that with the current American political and judicial you’re always one election away from chaos and uncertainty.
So, with the exception of a few Gulf states and some other countries who own state owned airlines and who want to buy Boeings for political rather than commercial reasons, the large non American carriers will opt for Airbus (which appears to be the sensible thing to do anyway if you run an airline).
As an airline pilot with almost 20 years of experience almost exclusively on various Boeings, I’m very sorry to say Boeing is doomed.
No intention to start a political discussion, I’m just predicting/stating what will happen to Boeing from a commercial viewpoint.
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