Analysis

Industry analysis, without the altitude inflation

Written commentary on eVTOL programs, regulatory movement, production technology, and the supplier base that will decide whether Advanced Air Mobility scales.

May 20264 min read

What AAM Developed — And What NGSA Will Scale

AAM has functioned less as a transportation revolution and more as an industrial proving ground — maturing technologies, sharpening supplier capability, keeping engineering talent active while the industry waits for the next-generation single aisle.

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March 20265 min read

The Next-Generation Single Aisle Will Reshape AAM — Not the Other Way Around

NGSA programs led by Airbus and Boeing are quietly reasserting where the real gravity in this industry sits — scale, capital intensity, and industrial depth on a fundamentally different level.

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January 20264 min read

Nova Elevation — Separating Altitude from Noise

Miami may not be an aerospace hub in the classical sense, but it has a credible shot at becoming an early-mover AAM market.

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Sep 20254 min read

eVTOLs: Between Ridicule, Opposition, and Acceptance

Short reports, lawsuits, and heated debate are signs of an industry becoming real. Where Archer, Joby, and Beta actually stand — and why distributed propulsion is the common thread.

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Jun 20254 min read

Progress of AAM in 2025 (so far)

European insolvencies, U.S. players shifting from hype to hardware, and why the supply chain still refuses to share risk with eVTOL OEMs.

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Feb 20254 min read

Reflecting on the Past Year & Looking ahead - 2025: Separating the wheat from the chaff

Where last year's predictions held and where they failed — Europe's eroding position, the coming wave of consolidation, and what suppliers should watch for in 2025.

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Nov 20243 min read

Is the Supply Chain Abandoning the AAM Ship?

Not necessarily — but caution is prevalent among suppliers, particularly concerning capital investment. How Tier 1s should position for AAM without shouldering excessive financial risk.

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Sep 20244 min read

Advanced Air Mobility - Dream or Reality?

Funding has cooled and valuations have fallen, but AAM is shifting from lofty dream to palpable reality — the economics now hinge on landing fees, battery costs, and certification execution.

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Aug 20244 min read

FARNBOROUGH AIRSHOW - RECAP

Key findings from Farnborough 2024 — order books, supply chain turbulence, and AAM moving from concept to credible market — and what they imply for the AAM supply chain.

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Illustration for the analysis article: Navigating New Horizons: Industry's Strategic Shift Towards Advanced Manufacturing and Sustainability

May 20246 min read

Navigating New Horizons: Industry's Strategic Shift Towards Advanced Manufacturing and Sustainability

eVTOL OEMs are recalibrating production forecasts while building high-rate manufacturing capability — and the composite processes that will decide whether those rates are achievable.

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Feb 20243 min read

The Composite Manufacturing Challenge - Navigating the Quandaries of Scale

Ambitious AAM production rates collide with the industrial reality of composite manufacturing — autoclave scarcity, aerospace certification, and a supply chain still recovering.

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Jan 20243 min read

The AAM Industry looking back to a pivotal 2024. The Year of FIRSTS.

A whimsical yet insightful look forward at 2024 as the year of firsts for Advanced Air Mobility — certification milestones, vertiports, funding pressure, and the beginning of execution.

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Occasional analysis on Advanced Air Mobility, eVTOL programs, and the aerospace supply chain. No noise.