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Opinion: Overcapacity Could Be Approaching
Could a quite spectacular speculative bubble pop in the next few years? Most of the world's airlines are ordering a lot of commercial transports, perhaps more than they need. If this is the case, cancellations may not be far behind, to be followed by a serious industrial crisis. In light of overcapacity, manufacturers would have to slash production rates. Such a worst-case scenario is said to be a hot topic behind closed doors in Toulouse and Chicago because both major manufacturers are selling significantly more aircraft than they currently produce.
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