The Air Show Boeing looks ahead (with special guest Darren Hulst)
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Jun 14, 2025 Darren Hulst, Vice President of Commercial Marketing at Boeing, brings a wealth of experience from his years at Delta Airlines. He discusses Boeing's ambitious forecast of 43,600 new aircraft from 2025 to 2044, detailing the factors influencing this prediction, from global GDP growth to emerging markets. The conversation dives into how geopolitical shifts impact aviation needs, the rise of innovative technologies like electric aircraft, and the evolving dynamics between Boeing and Airbus in the competitive landscape.
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GDP Growth Impacts Forecast Revision
- Boeing’s forecast slightly reduced new aircraft deliveries due to lower long-term GDP growth and slower long haul recovery.
- Demand shifts regionally, with slight reductions in Europe short haul and increases in South/Southeast Asia.
Infrastructure Shapes Aircraft Use
- Aviation growth is constrained by infrastructure limits such as runways and gates.
- These constraints impact the size, frequency, and types of aircraft airlines deploy to meet demand.
Trends in Aircraft Seat Capacity
- Aircraft seat capacity has increased by about one and a half seats per year over 20 years due to densification and upgauging.
- Wide bodies are now optimized for their economic use; single aisles have improved to fill many similar market roles.