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Air India crash casts a shadow over the Paris Air Show — the year's biggest aviation and defense event
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在近期空难和地缘政治紧张局势的背景下,2025年巴黎航展蒙上了一层阴影。波音公司高管退出了航展,而以色列对伊朗的空袭加剧了行业内的担忧。尽管如此,空中客车公司有望宣布更多订单,包括沙特阿拉伯的Riyadh Air的大笔订单。文章探讨了航空业面临的挑战,包括供应链中断和对旅行需求的潜在影响,同时也提到了对行业未来的一些乐观预期,例如对本地化解决方案的需求以及商业航空的持续增长。

✈️ 巴黎航展因空难和地缘政治紧张局势而备受关注:波音公司高管退出了航展,以色列对伊朗的空袭加剧了行业内的担忧,使得本届航展气氛沉重。

🌍 地缘政治紧张局势影响航空业:文章指出,战争可能对国防公司的利润有利,但国际合作和全球化的秩序正在受到冲击,这尤其影响到航空业,可能损害旅行需求并扰乱复杂的供应链。

💡 航空业对本地化解决方案的需求增加:欧洲国家正寻求经济和军事上的自主,行业内对支持本土现有项目、加强对供应链的控制的呼声越来越高。 Honeywell Aerospace强调了其在欧洲的设施。

📈 商业航空仍有乐观前景:尽管面临挑战,商业航空仍有增长潜力,例如全球中产阶级的壮大推动了旅行需求的增长,从而导致飞机订单积压。空中客车公司有望在航展上宣布更多订单,包括沙特阿拉伯的Riyadh Air的大笔订单。

Fighter jets on display at the 2025 Paris Air Show.

In Paris's upscale 16th arrondissement, with windows framing the Eiffel Tower, a media event hosted by Honeywell Aerospace on Sunday began with a sharing of sympathies for the victims of Air India Flight 171.

Rising geopolitical tensions were already set to heighten anxieties at the 2025 Paris Air Show, but last week's events have cast a somber shadow.

The terrible scenes of Thursday's plane crash, which killed all but one of the 242 people on board and dozens more on the ground, are on everyone's minds at the biennial industry gathering.

Alternating each year with the Farnborough air show in the UK, it is typically a vibrant affair. Throughout the week, some 300,000 people will descend on Le Bourget Airport as aviation and defense companies announce orders and show off their aircraft.

An Airbus A350-1000 performs an exhibition flight at the Paris Air Show on Monday.

Both Boeing's CEO, Kelly Ortberg, and its commercial airplanes chief, Stephanie Pope, have now pulled out of attending the show, while a media drinks reception was canceled. Boeing declined to comment on the executives' withdrawal from the event.

Meanwhile, GE Aerospace, which made the Air India 787's engines, postponed an investor day.

This week was set to be a pivotal chance for Ortberg, who took over last August, to show how he is revitalising the planemaker after 2024's annus horribilis.

Meanwhile, Israel's airstrikes against Iran complicated the geopolitical tensions amid President Donald Trump's trade war and the ongoing conflict in Ukraine.

War may be good for defense companies' profits, but it is becoming increasingly clear that the post-World War II order of international cooperation and globalisation is being shaken up. That's particularly felt by an innately global industry like aviation, as it could hurt travel demand and disrupt complex supply chains.

Local solutions

Europe's growing independence was a notable theme at the Honeywell Aerospace event. Some executives were keen to show they could speak French, and the company highlighted its facilities across the continent.

"We recognize that nations here are increasingly seeking local solutions to economic and military autonomy," said CEO Jim Currier.

Mike Vallillo, VP for international defense, said customers were looking to support existing programs from within their own borders, with greater control over supply chains.

"Longer term, we expect the emphasis around sovereignty and greater independence to require a lot of investment in technology," he added.

Points of optimism

Honeywell Aerospace is a major player in the industry, but may go unnoticed by the casual flyer, creating vital parts like avionics and auxiliary power units. As Currier put it, having "a portfolio that touches nearly everything that flies."

Despite an air of apprehension ahead of the show, Sunday's event also touched on points of optimism for commercial aviation.

"Record backlogs at aircraft [original equipment manufacturers] reflect more demand than supply, as commercial travel has doubled every 15 to 20 years, amid a growing global middle class," Currier said.

Boeing reported a blockbuster May with 303 orders, following a record deal with Qatar Airways during Trump's trip to the Middle East.

Its European rival, Airbus, recorded an almost unheard-of zero orders last month, suggesting there will instead be plenty of announcements in Paris.

A rendering of Riyadh Air's Airbus A350-1000 aircraft.

Saudi Arabia's startup airline, Riyadh Air, announced a firm order for 25 A350-1000 on Monday, with an option for 50 more.

Set to launch later this year and backed by the kingdom's Public Investment Fund, Riyadh Air is exhibiting two planes in Paris and has also teased reveals.

"This order marks a significant step forward in building a world-class airline that reflects the ambitions of Vision 2030," said CFO Adam Boukadida in a reference to the kingdom's drive to diversity its oil-dependent economy.

Japan's ANA Holdings ordered 14 A321neo jets for ANA, and another 10 for its Peach Aviation division, as well as three A321XLR planes.

Vietnam's VietJet and Malaysian budget airline AirAsia are each set to order about 100 Airbus jets, Bloomberg and Reuters reported.

A tangible show of its ambitions could raise the mood, but the 55th Paris Air Show is still set to be a muted affair.

Read the original article on Business Insider

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巴黎航展 航空业 地缘政治 波音 空客
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