Global Airlines Face Aircraft Shortage as Boeing and Airbus Struggle with Delays

Production issues at Boeing and Airbus have led to a global jet shortage, forcing airlines to cut routes and spend more on maintaining older aircraft.

Boeing's Quality Issues and Slow Production

Boeing's 787 Dreamliner has faced quality problems, while the 737 Max production remains capped due to safety concerns. This has caused delays in deliveries and forced airlines like American to cancel routes.

Airbus' Supply Chain Challenges

Airbus has also encountered supply chain issues, primarily with engines, aerostructures, and cabin equipment. This has impacted airlines such as Spirit and JetBlue, leading to flight cancellations and delayed route launches.

Impact on Airlines

Airlines are scrambling to secure aircraft from lessors to fill the gaps, but relief is unlikely in 2025 as Boeing and Airbus work to resolve their production issues. The shortage has led to route cuts, higher operating costs, and potentially higher ticket prices for consumers.

Boeing's 737 Max and 787 Dreamliner

Boeing aims to increase 737 Max production but faces a cap on the 737 Max 7 and 737 Max 10 until they receive certification. The 787 Dreamliner is also facing production issues, forcing American Airlines to delay routes and postpone the launch of its Flagship business class.

Boeing's 777X and Airbus' A220

Boeing's highly anticipated 777X is now expected to enter service in 2026, six years behind schedule. Airbus' A220 has also experienced supply chain delays, particularly with engines from Pratt & Whitney. Breeze Airways has faced route launch delays due to the late arrival of A220s.

Outlook for 2025

Airlines remain optimistic about Boeing's turnaround, but acknowledge that 2025 may still face similar challenges to 2023. Boeing aims to achieve higher production rates by the second half of 2025, while Airbus expects to resolve supply chain issues over time. However, airlines are hedging their bets by securing aircraft from lessors and adjusting their schedules and crew staffing accordingly.