LinkedIn·Monday, 24 August 2026·2d ago
Airbus has nearly 10 years of locked-in demand already on the books. The bottleneck isn't demand, it's visibility below the first tier:…
Sensolus
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Airbus has nearly 10 years of locked-in demand already on the books.
The bottleneck isn't demand, it's visibility below the first tier: parts in transit, supplier capacity, returnable tooling that goes missing and quietly gets replaced instead of found.
We look at where that opacity comes from, and what's already fixing it, in the piece below.
Aerospace demand is back. Supply chain visibility hasn't caught up.
https://www.linkedin.com/pulse/aerospace-demand-back-supply-chain-visibility-hasnt-caught-up-ebm2e?trackingId=UhJfhiMgk3gi4B5EwhMEHg%3D%3D
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