After 2020, Boeing on course to build more 787 Dreamliners in South Carolina than Washington
Not so sure I want to fly on one if that's the case.
Through 2020, expect Boeing (NYSE: BA) Everett and North Charleston 787 Dreamliner lines to move toward parity.
After that, North Charleston could pull ahead, partly because the mix of Dreamliner models weighs in its favor.
As Boeing completes the Dreamliner lineup, the mid-sized 787-9, and the even-larger 787-10 (which will only be made in South Carolina) will become more important.
Currently Boeing is building 10 Dreamliners monthly seven in Everett, and three in North Charleston.
Boeing expects to raise 787 monthly output to 12 in 2016, and then 14 by 2020, as South Carolina expands its production.
After that, North Charleston could pull ahead.
By 2020, the smallest 787-8 which is built in both places will become a bit of a niche machine, Teal Group analyst Richard Aboulafia. The mid-sized 787-9 is offering similar range and better economics, he said, and the largest 787-10 will offer better per-seat economics than either.
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