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Preview 1Q2026: How quickly things can change: this time, it’s not Boeing

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By Karl Sinclair

April 20, 2026, © Leeham News: At the very least, The Boeing Company (BA) can point to external forces beyond its control this time for a setback in its road to recovery.

Just when it seemed that a difficult six-year stretch was finally in the rearview mirror, along comes another crisis to spoil the party.

Skyrocketing jet fuel prices caused by an ill-advised “special military operation” into Iran, initiated by President Donald Trump and combined with a blockade of a blockade is throwing an entire industry predicated on long-term projections and steadiness in the markets, into the dustbin.

It is hard to find any positives in what is coming.

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