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Opportunities and Challenges:

A pre-COVID boom in air travel with a large order book made long term aircraft demand unquestionable. COVID paused air travel and created havoc in aircraft production schedules. Post-COVID ramp up in production, including restarting  supply chains, will be the big challenges from 2023 and 2025 due to raw material, parts, and continued labor shortages. Long term questions remain about the future size of the global commercial aircraft fleet including uncertainty of the future of high yield business travel demand, continued strength of leisure travel demand, impact of new emission regulations requiring fleet upgrades, and potential disruption and opportunities of alternative propulsive technologies. 

Industry Sub-segments: 

  • Aircraft OEMs

  • P2F Freighter Conversion Programs

  • Aerospace Suppliers (Tier 1-3)

  • Aerospace Logistics Service Providers

  • Parts and Components Distributors 

  • Ground and Cargo Equipment OEMs

  • Unit Load Device OEMs

Previous Experience: 

  • Invested in an integrated stack of proprietary models and data which enables LCS to quickly quantify underlying demand for air travel and trade and link it to future carrier network, required fleet and forecast aircraft and aerospace supplier demand. This allows us to spend more time on insights and implications

  • Buy-side M&A due diligence of freighter P2F conversion providers

  • Detailed mission level competitor aircraft and equipment "fly-off" benchmarking

  • Aerospace shipper supply chain optimization including facility footprint assessment, network structure, mode optimization and logistics and transportation supplier procurement

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