Speaker

Sean Broderick

4 bits across the podcasts they've appeared on

If general fuel prices and other prices stay high, issues like fertilizer not getting to farmers causing knock on price increases in the food supply chain, which could impact discretionary spending on travel, all of those things are going to affect how often airplanes take off.

Sean Broderick

What's Changed for Middle East MRO Sinc…

Business

Guidance Raised

What's Changed for Middle East MRO Since March? · May 18, 2026

Robust Q1 performance and stable engine overhaul queues have led several major engine manufacturers to upgrade their financial outlooks for the upcoming quarters.

Technology

75 Aircraft/Month Delayed

What's Changed for Middle East MRO Since March? · May 18, 2026

Supply chain friction and engine delivery delays are pushing Airbus's monthly narrowbody production targets further to the right.

Business

Higher Rate of Long-Term Agreements

What's Changed for Middle East MRO Since March? · May 18, 2026

Because airlines pay monthly for ongoing maintenance agreements, critical engine overhauls are highly insulated from sudden airline cash-flow adjustments.