EP48 – Ehang Lawsuit; Boeing Orders Surge; Southwest Ready to Buy More 737 MAX Planes; Honeywell Turbogenerator
Ehang is the target of a class action lawsuit, claiming the company has misled shareholders--what will this mean for the Chinese EVTOL company? Boeing reports a significant increase in orders, reaching positive order flow for the first time since 2019. Southwest is nearing an order of 300 737 MAX aircraft, which is more good news for commercial air travel, and Honeywell reveals their new turbogenerator, which could have huge implications for EVTOLs needing to rely on more than just battery power. And speaking of battery power, can Lithium-Sulfur batteries make good on significant energy density promises? Learn more about Weather Guard StrikeTape segmented lightning diverter strips. Follow the show on YouTube, Twitter, Linkedin and visit us on the web. Have a question we can answer on the show? Email us! Transcript: EP48 - Ehang Lawsuit; Boeing Orders Surge; Southwest Ready to Buy More 737 MAX Planes; Honeywell Turbogenerator you're listening to the struck podcast i'm Dan Blewett i'm Allen Hall and here on struck we talk about everything aviation aerospace engineering and lightning protection all right welcome back to the struck podcast i'm your co-host Dan Blewett on today's episode in our new segment we'll talk about Boeing has a net positive on their orders for the first time since 2019 southwest is looking to order 300 737 maxes which obviously ties into both and the code recovery which is great in our engineering segment we'll talk about honeywell they have a new turbo generator that can potentially power a lot of hybrid electric aircraft in the future which also runs on biofuel and then our evtol segment we're going to talk about ehang a new lawsuit was filed today against them we'll talk about the loyal wingman drone which is a boeing project out of australia and lastly we'll talk about lithium sulfur batteries and the implications they might have on the electric aircraft market so alan let's first talk about boeing this is good news they've got net positive orders since first time since 2019 and um it sounds like things are on the up and up yeah well at least in terms of 737 max sales they're going to be uh because there's just going to be a huge backlog of companies that were waiting for the aircraft to get quote unquote re-certified uh for use again so you're gonna see that airplane explode and they had a couple hundred sitting on the tarmac waiting to be sold since 2019 to early 2020 so it's it's there's going to be a huge surge of uh of sales that happen over the next year uh to to get that backlog into service which makes sense right i mean i don't know how our airbus is ever going to keep up with that because you just had those contained contained inventory that had that had been sold that you couldn't release and so now you can release it that's not you can't really compare boeing and airbus in that situation at all that's not fair that's fair yeah so it sounds like in february 2021 they booked 82 aircraft orders 27 kc-46s which was aircraft or air force order uh 14 747 maxes a 747-8 some 787 dreamliners 11 777 x's which went are going to singapore airlines so so yeah all all in all it sounds like you know the recovery is starting to shape up and obviously in the stock market and let's shift to south southwest here like southwest's uh stock is doing very well they're in the low 60s now um you know down i mean they were struggling in the summer right i mean that was a scary time warren buffett sold out a lot of his southwest stock so some pretty big recoveries and of course i'm not sure those are going to match like their revenues obviously but there's a lot of optimism right and so uh and with southwest they're just announced that they're close to an order it's not in the books yet for 300 737 maxes now do you feel like the public is going to understand this because the 737 max is still this embattled scary plane that people are probably rapidly forgetting about but still you know there's that ...