Boeing Holds 20-Year Jet Demand Forecast Steady Despite Iran War
✈️ MARKETS — Boeing's 20-year demand forecast ignores a war rewriting flight routes. 📌 LOOK CLOSER: Long-run demand models absorb recessions — not chokepoint collapses rewriting which routes exist. Hormuz paralysis and Houthi Red Sea closure don't just spike jet fuel; they threaten Gulf carriers and Asia-Pacific connectivity. Boeing's shrug tells you what investors want to hear, not what airlines rerouting around two closed straits are facing.
