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John Whaley

Jul 17, 2026

3:46
Mm.
3:47
They are also worth a fortune at the moment because you cannot get your hands on them.
3:50
So if you get, do get an airframe, a 777-300ER airframe, you're likely not gonna be able to get the engines for it unless you have your spare engines pool.
3:59
Uh, and then obviously that's the capacity side of things on the supplies.
4:03
On the demand side, you've got serious demand with regards to artificial intelligence, uh, semiconductor production.
4:11
E-commerce is still there, but it's not as strong.
4:14
Um, so year on year growth in June 2026 was about 7%.
6:00
I guess in more detail how- How is the delay to the 777X really impacting the 777? Is it, um, do you think this is gonna be quite a long-term thing, or is it-

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