Kudos to Bob Ferrari for picking up on some recent commentary from Boeing CEO Jim McNerney, who recently voiced his opinion of how the aerospace and defense supply chain is becoming increasingly dependent on suppliers. The news got to Bob in a sort of roundabout social media way. He notes in this regard that “The Twitter #supplychain forum was actively re-tweeting articles summarizing the latest remarks from Boeing CEO Jim McNerney, who specifically cited concerns related to supply chain as potentially hampering Boeing’s ability to meet increased new aircraft orders, and potentially hampering future business needs.”
Bob further cites a recent Financial Times story suggesting that supplier dependence is an “industry-wide” concern “across the entire aerospace industry, including Airbus, [and] has constrained many of the key suppliers to this industry.” Yet unmentioned in Bob’s astute view is that suppliers aren’t necessarily embracing the potential of additional, uncommitted volume, given capital requirements and risk…
