China outlook

We’re trying something new here on Randy’s Journal— our very first podcast (ok, it isn’t downloadable yet— but we’re working on that).

Our first topic is the China Current Market Outlook, which we released earlier today. Despite the current financial market volatility, we expect China to need 6,330 new airplanes over the next 20 years valued at nearly $1 trillion.

I sat down earlier with Darren Hulst, our regional marketing director for China, to talk about the things shaping that country’s very dynamic aviation sector. Click below to listen.

We’d love to get your ideas for future podcasts. Submit your topics or questions to:

Also be sure to check out our full Asia outlook.

Comments (9)

NickSJ (Orcas, WA):

Instead of podcasts, why not do videos? With modern digital cameras, they're not hard to do, and the visual aspect makes them more interesting. You could use Youtube to host them. Podcasts are like silent movies in reverse. Talkies are better.

John Woo:

Randy: Enjoyed very much this longer form presentation that allows for a much deeper and broader viewpoint than words alone in your column. Please continue.

James Baloun (Sunnyvale, California, USA):

The podcast was very interesting. It provides a quick overview of the Chinese market which would be difficult to condense into a blog post.

This is a great way to give the blog readers an idea of what it is like to attend one of your presentations. The podcast can comfortably present more than 3000 words when the blog post is more practical below 500 words. Podcasts and blog posts have different purposes. Both are valuable.

This first podcast was well done. It feels like a good size for the average reader to take in at one time. It did a great job of presenting the topic and 'telling the story'. It was easy to follow. The excitement and enthusiasm you and Darren share for this industry was clear.

Actually a podcast format might be a good way to present some of the variety of interesting work done by the many teams that make up One Boeing much easier than starting a second blog. - The podcasts could occasionally supplement the Frontiers articles. - The podcasts could be a resource for students as they explore their interests and decide on a career path. - The accomplishments of a smaller part of the Boeing team could be explained in a podcast which would not be practical to support an entire blog.

Podcasts could explore the rich history of the past 100 years, the amazing events unfolding now, as well as explore the rich opportunities of the next 100 years. There are many treasured people who did great things at Boeing who could be interviewed.

The podcast opportunities are as wide and dynamic as the Chinese transport market. Looking forward to the next podcast.

Reginald (Orlando):

This is a very timely forecast Randy. I enjoyed the audio journal and hope you keep it up.

GM (Haymarket, VA):

Randy, really like this! Especially the analysis by demographic/market and individual market players.

Conan Kisor (Chicago IL USA):

I noticed in the Asia outlook, the number of Large Widebody airplane deliveries in 2034 is significantly lower than in 2014. Why is this?

Gary Allen (Pittsburg Kansas 66762):

What is the impact of the XM Bank decision in our government.

Randy Tinseth:

In our view, fragmentation (airlines serving passengers in a way that allows them to fly where they want-- when they want) means airlines will take more of the smaller twin aisle airplanes like the 777 and 787 to serve many of the markets currently being flown by airplanes in the large segment.

Norman Garza (Long Beach, CA):

Great podcast. Even with 38,000 aircraft predicted and even with its own home made aircraft with the 919 the potential is very great for huge sales. I can see Air China, China Eastern, China Southern and Hainan Airlines ordering many Boeing wide-bodies including the 777X. The emerging discount airline industry is going to show great potential for the 737, particularly the 737 MAX in the future. I can imagine discounters the size of Ryanair or Southwest Airlines existing in the coming decade. I think India with it's rising middle class will also have a boom of larger airline fleets and new airlines in the coming years.

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