Topic

#supply chain

Aircraft & Manufacturing

SeAH Becomes Airbus's First Korean Aluminum Supplier, Signing Before Its Alloy Is Even Certified

South Korea's SeAH Aerospace & Defense has signed a long-term deal to supply high-strength aluminum alloy for Airbus fuselages and wings, with Airbus locking in the contract before SeAH's material has finished certification.

30 September 2026 · 12 minRajkumar Agarwal

Aircraft & Manufacturing

Boeing's $8.4 Billion Spirit Deal Just Booked $10.3 Billion in Goodwill — Here's the $1.9 Billion Gap Behind It

Nine months after closing its Spirit AeroSystems buyback, Boeing's own SEC filings show acquired liabilities outweighing acquired assets by $1.9 billion, pushed largely by $1.52 billion in "off-market" supplier contracts signed before the deal closed.

22 September 2026 · 11 minRajkumar Agarwal

Airlines

Air Cargo's War Premium Is Unwinding, and Peak Season Won't Refill It

Global air freight rates have fallen for two straight months as the Gulf conflict premium bleeds out of the market. With shippers showing almost no appetite for peak-season charters, airlines face a second half that looks nothing like the first.

21 August 2026 · 10 minRajkumar Agarwal