Aircraft delays, China’s ambitions to challenge Airbus and Boeing, and geopolitical tensions will be significant topics at the upcoming Dubai Airshow, scheduled for November 17-21. President Donald Trump’s previous visit to the Gulf generated substantial Boeing orders, affecting the spotlight typically reserved for announcements made at Dubai. Now, Airbus, behind Boeing in order totals this year, aims to make a strong showing. Industry sources believe that Airbus may reduce Boeing’s market share with flydubai considering its first order from a European manufacturer, potentially involving both Airbus and Boeing.
Stuart Hatcher, an economist at IBA, anticipates around 300 aircraft orders at the show, which is about half of what was seen during peak years. This includes a potential order for Airbus A350-1000s from Emirates, flydubai’s sister airline. Reports indicate Airbus is negotiating for at least 30 long-haul jets after Emirates previously held back its order due to engine performance issues. Etihad Airways is expected to announce an order for more than a dozen Airbus wide-body aircraft.
Boeing’s ongoing delays with its 777X model overshadow preparations for the show, contrasted with a grand $100 billion order announcement made 12 years ago. Emirates, the primary backer of the 777X, is grappling with development that is now seven years overdue. Meanwhile, Airbus also faces delays with its smaller aircraft. Market experts note that while demand remains strong, supply issues persist, leading airlines like Emirates to prolong the use of older aircraft. This trend has significant impacts on the global cargo market, negatively affecting the conversion rates of passenger jets to freighters.
The Airshow coincides with Emirates’ 40th anniversary, a company that has positioned the Gulf as a key player in global aviation. Analysts have raised concerns that competition could arise from carriers in Turkey, India, and Saudi Arabia, yet demand has remained robust.
Additionally, Airbus and Boeing’s long-term dominance is being challenged by China’s COMAC and its C919 aircraft, which aims to enter the Middle Eastern and African markets, though certification hurdles remain. The event will also draw attention to potential arms deals, especially with the U. S. seeking to maintain military ties with Gulf nations. Analysts are closely watching for developments that might affect Israel’s military advantage as Gulf countries seek advanced U. S. fighter jets.
With information from Reuters