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Edward Russell
byerussell.com
did:plc:t2rloykje2a4vwe6yorlmk7q
"A ‘worst case’ scenario where retaliatory tariffs are executed, the price on international planes would be untenable for domestic airlines, meaning the market could potentially split where Boeing serves the US market (or 20-25%) and Airbus serves the rest of the world."
AerCap CEO per JP Morgan
2025-03-13T13:32:43.918Z