Aerospace Supply Chain Limitations Limit Future Growth

According to the FAA, air travel set new records in the United States during the Thanksgiving holiday, with more than 232,000 flights carrying more than 12 million passengers from November 24 to November 28. That's an increase of more than 400,000 passengers from 2023 results.

But is the growth sustainable?

The answer revolves around the supply chain's ability to keep pumping out new airplanes and producing enough parts and skilled labor to keep those planes in the air. I think the short answer is "no." The quote below from JetBlue President Marty St. George is a common refrain in aviation circles: not enough aircraft are being delivered, and maintenance turnaround times are too long, which reduces global effective airline capacity.