Emirates' President Tim Clark has signaled a shift in sentiment towards Boeing, citing improvements driven by the company's new CEO. Despite having criticized Boeing for delays with the 777X aircraft—of which Emirates has placed 205 orders—Clark now notes a more promising outlook for the aviation giant. Reuters reported this development as reflective of Boeing’s renewed commitment and efforts to meet its production targets.
Nonetheless, Clark has urged aerospace manufacturers to own up to enduring supply chain issues, which he believes extend beyond the lingering effects of the pandemic. Clark highlighted similar delivery delays from Airbus, which could stretch out for an additional three years. His comments underscore the persistent challenges facing the aviation industry as manufacturers struggle to streamline production processes and meet airline expectations.
Clark also touched on tariffs, stating that Emirates hasn't witnessed significant demand changes and anticipates GE Aerospace will handle much of the tariff-induced pressures. He expressed criticism toward Rolls-Royce over engine durability but remains open to future collaborations, particularly concerning the Airbus A350-1000, contingent on performance improvements. As Emirates continues to expand, these insights reflect their strategic considerations in navigating the complexities of the global aviation supply chain.