Aircraft lessors and financiers are jittery about rising production rates at Airbus and Boeing, worrying that the market could be flooded with an oversupply of jets that would dilute the value of their fleets and push down lease prices.
In a poll of attendees at the International Society of Transport Aircraft Trading conference this week in Phoenix, 55% said the two dominant airframers are producing too many jets and exceeding demand. Just 14% said the companies are not churning out enough jets to meet demand. That sentiment was even more dramatic when it came to narrowbody production rates. Seventy-four percent of respondents said Airbus and Boeing’s production of A320s and 737s, respectively, is too high and exceeding demand, while just 9% believe rates are too low.
via Lessors Want Boeing And Airbus To Slow Down | AVIATION WEEK.