Sanctions will devastate Russian aviation by denying it access to Boeing and Airbus parts. They will also give fresh impetus to efforts with China to develop alternatives to Western technology.
Boeing and Airbus dominate global aviation, but China’s Comac wants to challenge the duopoly with new planes. WSJ’s Jon Sindreu explains how supply chains, technology and geopolitics could help the Western aircraft makers to protect key markets.
Russia’s increasing isolation from the West will leave it looking towards China for alternative economic partnerships. Aviation is a prime example: Badly hit by sanctions, the Russian industry has little choice but to double down on collaboration with its big peer to the East.
Commercial aviation faces ruin in Russia because the U.S. and its allies have blocked the sale of aircraft, parts and technical support to the country. Since the 1990s, Soviet Union-era aircraft have been replaced by Boeing and Airbus models, with domestically built planes currently making up only 17% of the fleet, Cirium data shows. Without new parts, airlines like Aeroflot and S7 Airlines will eventually need to ground their jets.
Excerpt from WSJ
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