Ahead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker's latest Commercial Market Outlook, an annual report which asks how many aircraft the world will need in the decades to come.

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00:00 Welcome and Guest Intro

00:45 Boeing Outlook Overview

01:33 Fuel Shock and Demand

04:28 How CMO Is Built

06:22 Big Headlines 44000 Jets

07:55 Where Growth Comes From

10:29 Neutral Forecast and Investment

12:40 Break and Return

13:24 Premium Cabin Boom

17:59 ULCCs After Spirit

20:23 Farnborough Airshow Preview

21:30 Supply Chain Complexity

23:58 Where to Read CMO

24:22 Wrap Up and Subscribe