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Chapters:
Intro - 0:00
The C919's Backlog - 1:43
This Doesn't Make Sense... - 3:00
Problem #1 - 3:39
Problem #2 - 6:39
A Future Competitor - 8:13
Outro - 8:51
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The aviation world is calling out for change. For decades, Boeing and Airbus have functioned as a duopoly, controlling about 90% of the commercial aircraft market. But recently, we’re seen just how problematic that setup can be.

Specifically, Boeing’s recent woes have thrown the industry into chaos. Its safety and quality control issues have hurt its ability to build new planes. And try as they might, Airbus can’t scale its operation quick enough to cover for them. This has forced many airlines to throw out their strategic plans - unable to get their hands on new planes to help them grow.

Now more than ever, the industry needs a third option - a new player that can pick up the slack. But the thing is…that third option kinda already exists. COMAC - China’s homegrown airplane maker - has made it their mission to break the Boeing / Airbus duopoly. But candidly, most people don't even know they exist. And you can’t really blame them - very few carriers have bought their jets, and sales for their flagship C919 have been few and far between.

Now on the surface, this doesn’t seem to make any sense. After all, the C919 is a brand-new, clean-sheet narrowbody that competes head on with the 737 MAX and A320NEO. It’s exactly the kind of plane that airlines need right now. And yet, no one seems to want it. So, what gives? Why isn’t anyone buying the C919? Let me explain…

#boeing #airbus #737max #a320 #c919 #comac

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