Three hundred aircraft have been agreed upon in Seattle. It's not
the 300 sounding the deal but the location that underscores the deal. China
came to Seattle with its Nation's President marking the importance for China rather than
Boeing going to China asking for some preferred customer status. This is possibly
more important than the order coming from China.
Comac, a Chinese production attempt, is not ready for China's
emergence into the aviation market. It needs Boeing as much as Boeing needs
China. But China came to Boeing signing away what it wants and needs from
Boeing. That is the most important action taken this year for both partners.
The three hundred undefined orders would suggest the bulk as a single aisle MAX
or NG's. However it also paves the way for follow-on 787 orders not yet
announced. The devil is always in the details.
Perhaps in giving what China wants, Boeing has already moved past
what China wants. A clean way to build Single Aisle NG Aircraft, where Boeing
can amp up Max production in Renton Washington. It can now can sell more Max
down the road in five years. China can now pass a road block when using
Boeing's lifetime achievement expertise for building single aisle, which Comac
lacks. It's a win-win for both giants. There should be some 787 orders in there
for Chinese sweetening. The undefined nature of the Chinese order suggest much
more in the paper work than just 300 airplanes ordered and Boeing manufacturing
in China using Chinese staffing requirements.
Boeing has “Maxed” its plant facility in Washington, and Boeing
pivots toward the orient slicing off the Airbus hoards wanting more and more
from the orient. Make no mistake in thinking Boeing will master the Orient with
this move. It has bought significant time, and a placeholder in the largest
market coming into the world. China will not stop Comac nor its aspirations as an
aircraft player. Boeing knows this all too well. It has its own plans founded
in the near future and is depending on having a technological edge in the
aviation for many years to come. China is expecting to bridge its technological
aviation gap it has surveyed with Boeing over the next ten years. This deal has
limits for each and its in the paper-work.
However, it serves both well during its relevant positions found
in the current market place. Both will win on this deal otherwise China
wouldn't have come to Seattle.