Plan de relance français

L’Industrie Aéronautique et spatiale et le transport aérien : le plan de relance du gouvernement français.

www.aeromorning.com juin 2020

Ce 9 juin le gouvernement français représenté par ses ministres Bruno Lemaire, Florence Parly, Elisabeth Borne et Jean-Baptiste Djebbari ont publié et détaillé, un plan de relance, les actions décidées par les autorités françaises pour soutenir et relancer le secteur industriel effondré en l’espace de 3 mois alors qu’il était encore en février sur une fabuleuse trajectoire ascendante.

15 Milliards d’Euros seront au total consacrés sous formes d’avances, de prêts directs ou de prêts garantis aux industriels français du secteur. Priorités sauvegarder l’emploi, sauvegarder l’avenir de l’industrie et sa modernisation, maintenir l’exportation, et (l’excuse) en profiter pour rajouter une grosse couche de peinture verte au secteur aérien toujours montré du doigt par les écolo-politiques.

Bonnes intentions. Le choc est d’une brutalité rare. Comme lors des déclenchements de guerres, mondiales, donc inconnu car la dernière n’était pas accompagnée d’un immense secteur de transport aérien. Les paquebots en revanche avaient vu leurs activités réduites à zéro en peu de temps. En 1991 ou en 2003, lors des guerres du Golfe, les conséquences étaient fortes mais limitées. De même les pandémies de SRAS et H1N1 avaient amoindri l’activité mais de quelques pourcents. Cette fois-ci dans le monde, entre 75 et 95 % du trafic passager a disparu en quelques jours. En parallèle les constructeurs et sous-traitant d’avions s’apprêtaient à faire face à la croissance annuelle établie de 6% pour 2020 avec 4,7 milliards de passagers attendus. Et donc environ 2000 avions lourds à livrer… En croissance. Et cela malgré la crise
Boeing is the world's largest aerospace company and leading manufacturer of commercial jetliners and defense, space and security systems. A top U.S. exporter, the company supports airlines and U.S. and allied government customers in 150 countries. Boeing products and tailored services include commercial and military aircraft, satellites, weapons, electronic and defense systems, launch systems, advanced information and communication systems, and performance-based logistics and training.
Boeing has a long tradition of aerospace leadership and innovation. The company continues to expand its product line and services to meet emerging customer needs. Its broad range of capabilities includes creating new, more efficient members of its commercial airplane family; integrating military platforms, defense systems and the warfighter through network-enabled solutions; creating advanced technology solutions; and arranging innovative customer-financing options.
With corporate offices in Chicago, Boeing employs more than 165,000 people across the United States and in more than 65 countries. This represents one of the most diverse, talented and innovative workforces anywhere. Our enterprise also leverages the talents of hundreds of thousands more skilled people working for Boeing suppliers worldwide.
Boeing is organized into two business units: Boeing Commercial Airplanes and Boeing Defense, Space & Security. Supporting these units are Boeing Capital Corporation, a global provider of financing solutions; Shared Services Group, which provides a broad range of services to Boeing worldwide; and Boeing Engineering, Operations & Technology, which helps develop, acquire, apply and protect innovative technologies and processes.
www.boeing.com" href="https://aeromorning.com/annuaire/boeing/" class="glossaryLink ">Boeing B737 Max toujours pas résolue, et qui impacte 85% des livraisons du géant de Seattle. Et les aéroports fermés, les transports de liaisons, les loueurs, le tourisme etc…. Même les ports spatiaux ont fermé pendant des semaines, l’activité spatiale étant elle également impactée. Une sorte de fin du monde.

Tout ce secteur mondial représente des millions d’emplois, largement répartis. Plus rien n’est autarcique et national, sinon une part des activités militaires et armement. Et encore… Rares sont les pays qui comme la France ont une très forte indépendance technologique et industrielle. D’où l’avantage stratégique de l’export. Qu’il faut également sauvegarder.

Alors ce plan. Première réaction à chaud : Le plan de soutien AERO du gouvernement est consacré pour moitié à Air France qui avec KLM, Transavia, et Hop élimine les
[caption id="attachment_5233" align="alignnone" width="300"] @Airbus[/caption]

A leading presence in aerospace and defence markets, Airbus Group constantly strives for improvement by driving technological innovation, forging new partnerships and strengthening its localised presence around the globe. Reinforcing our aerospace leadership

Airbus Group is already a leader in each domain in which it operates: it has achieved parity with Boeing in the commercial aircraft segment, is the No. 1 helicopter company in the world, the European leader in space business and second in Europe in the defence sector. Moreover, since the Group’s foundation in 2000, it has increased its revenues by 145% and its annual order intake by 346%.
https://www.airbusgroup.com/int/en.html" href="https://aeromorning.com/annuaire/airbus-group-2/" class="glossaryLink ">airbus et ATR européens de leur flottes. Au profit de
Boeing is the world's largest aerospace company and leading manufacturer of commercial jetliners and defense, space and security systems. A top U.S. exporter, the company supports airlines and U.S. and allied government customers in 150 countries. Boeing products and tailored services include commercial and military aircraft, satellites, weapons, electronic and defense systems, launch systems, advanced information and communication systems, and performance-based logistics and training.
Boeing has a long tradition of aerospace leadership and innovation. The company continues to expand its product line and services to meet emerging customer needs. Its broad range of capabilities includes creating new, more efficient members of its commercial airplane family; integrating military platforms, defense systems and the warfighter through network-enabled solutions; creating advanced technology solutions; and arranging innovative customer-financing options.
With corporate offices in Chicago, Boeing employs more than 165,000 people across the United States and in more than 65 countries. This represents one of the most diverse, talented and innovative workforces anywhere. Our enterprise also leverages the talents of hundreds of thousands more skilled people working for Boeing suppliers worldwide.
Boeing is organized into two business units: Boeing Commercial Airplanes and Boeing Defense, Space & Security. Supporting these units are Boeing Capital Corporation, a global provider of financing solutions; Shared Services Group, which provides a broad range of services to Boeing worldwide; and Boeing Engineering, Operations & Technology, which helps develop, acquire, apply and protect innovative technologies and processes.
www.boeing.com" href="https://aeromorning.com/annuaire/boeing/" class="glossaryLink ">Boeing et

Bombardier Aéronautique est un chef de file mondial dans la conception, la prestation et la fabrication de produits et services aéronautiques novateurs destinés aux marchés des avions d'affaires et régionaux.

https://www.bombardier.com/en/aerospace.html " href="https://aeromorning.com/annuaire/bombardier/" class="glossaryLink ">Bombardier Canadair (appelés naïvement
[caption id="attachment_5233" align="alignnone" width="300"] @Airbus[/caption]

Ce plan est très franchouillard. Comme si toutes les entreprises citées étaient viscéralement et totalement françaises. Cette industrie est multinationale. On assemble les
[caption id="attachment_5233" align="alignnone" width="300"] @Airbus[/caption]

We are one of the largest aerospace companies in the world. Over our 45 years in the aerospace business, we have operated in the design, development, manufacture, sale and after-sale support stages of aircraft for the commercial and executive aviation markets, as well as offering integrated solutions and systems for the defense and security industry.

With offices and factories around the world and more than 5,000 aircraft sold on every continent, we are market leaders in commercial jets with up to 120 seats, the fifth largest manufacturer of executive jets in the world and the largest defense and security solutions company in Brazil.
Our high standards of governance and sustainable management have enabled us to be listed on the Dow Jones Sustainability Index (DJSI) and the BM&FBovespa; Corporate Sustainability Index (Índice de Sustentabilidade Empresarial da BM&FBovespa;, ISE), portfolios that recognize the best global practices, taking into account economic, social and environmental criteria.
The real key to our success is our people. It is the intelligence, the experience and the dedication of every one of our 19,000 employees – from more than 20 nationalities – around the world that keep Embraer continually at the cutting edge of technology, acknowledged all over the world as a byword for innovation.
https://www.embraer.com.br/en-US/Pages/home.aspx" href="https://aeromorning.com/annuaire/embraer/" class="glossaryLink ">Embraer 3^eme constructeur mondial, lâché par
Boeing is the world's largest aerospace company and leading manufacturer of commercial jetliners and defense, space and security systems. A top U.S. exporter, the company supports airlines and U.S. and allied government customers in 150 countries. Boeing products and tailored services include commercial and military aircraft, satellites, weapons, electronic and defense systems, launch systems, advanced information and communication systems, and performance-based logistics and training.
Boeing has a long tradition of aerospace leadership and innovation. The company continues to expand its product line and services to meet emerging customer needs. Its broad range of capabilities includes creating new, more efficient members of its commercial airplane family; integrating military platforms, defense systems and the warfighter through network-enabled solutions; creating advanced technology solutions; and arranging innovative customer-financing options.
With corporate offices in Chicago, Boeing employs more than 165,000 people across the United States and in more than 65 countries. This represents one of the most diverse, talented and innovative workforces anywhere. Our enterprise also leverages the talents of hundreds of thousands more skilled people working for Boeing suppliers worldwide.
Boeing is organized into two business units: Boeing Commercial Airplanes and Boeing Defense, Space & Security. Supporting these units are Boeing Capital Corporation, a global provider of financing solutions; Shared Services Group, which provides a broad range of services to Boeing worldwide; and Boeing Engineering, Operations & Technology, which helps develop, acquire, apply and protect innovative technologies and processes.
www.boeing.com" href="https://aeromorning.com/annuaire/boeing/" class="glossaryLink ">Boeing et qui va s’associer aux asiatiques ou aux russes ? En parallèle

https://www.bombardier.com/en/aerospace.html " href="https://aeromorning.com/annuaire/bombardier/" class="glossaryLink ">Bombardier à cédé aux japonais une part de ses avions civils Cséries, plus anciens. Ces manœuvres après Covid pourraient être un catalyseur pour des industries molles et qui tardent à se développer en Asie. Il faut donc que tous nos talents incontestables exigent et nous proposent une vision plus large et détaillée. Là c’est trop communication.

Ne l’oublions pas, pour relancer l’industrie, sans qu’elle devienne une assistée durable, il faut des passagers dans les avions ce qui conditionne tout ça également pour les compagnies et les aéroports. Un seul mot : ACTIVITÉ. Il faut en priorité relancer les vols. Le tourisme. Les affaires. Partout. Ouvrir les frontières. Le télétravail ne va pas tout prendre ! Calmer les peurs. Trouver un vaccin ou des traitements. C’est inséparable. Et démontrer que l’on applique avec sérieux et rigueur les mesures barrière. Ce qui n’est pas vraiment le cas actuellement !

Les armées vont accélérer des commandes. Bien. ET la maintenance (110 sur 180 hélicos de l’Alat sont cloués au sol faute d’entretien !). Mais ce sera très loin d’être suffisant.
[caption id="attachment_5233" align="alignnone" width="300"] @Airbus[/caption]

Airbus Group is already a leader in each domain in which it operates: it has achieved parity with Boeing in the commercial aircraft segment, is the No. 1 helicopter company in the world, the European leader in space business and second in Europe in the defence sector. Moreover, since the Group’s foundation in 2000, it has increased its revenues by 145% and its annual order intake by 346%.
https://www.airbusgroup.com/int/en.html" href="https://aeromorning.com/annuaire/airbus-group-2/" class="glossaryLink ">Airbus et
Boeing is the world's largest aerospace company and leading manufacturer of commercial jetliners and defense, space and security systems. A top U.S. exporter, the company supports airlines and U.S. and allied government customers in 150 countries. Boeing products and tailored services include commercial and military aircraft, satellites, weapons, electronic and defense systems, launch systems, advanced information and communication systems, and performance-based logistics and training.
Boeing has a long tradition of aerospace leadership and innovation. The company continues to expand its product line and services to meet emerging customer needs. Its broad range of capabilities includes creating new, more efficient members of its commercial airplane family; integrating military platforms, defense systems and the warfighter through network-enabled solutions; creating advanced technology solutions; and arranging innovative customer-financing options.
With corporate offices in Chicago, Boeing employs more than 165,000 people across the United States and in more than 65 countries. This represents one of the most diverse, talented and innovative workforces anywhere. Our enterprise also leverages the talents of hundreds of thousands more skilled people working for Boeing suppliers worldwide.
Boeing is organized into two business units: Boeing Commercial Airplanes and Boeing Defense, Space & Security. Supporting these units are Boeing Capital Corporation, a global provider of financing solutions; Shared Services Group, which provides a broad range of services to Boeing worldwide; and Boeing Engineering, Operations & Technology, which helps develop, acquire, apply and protect innovative technologies and processes.
www.boeing.com" href="https://aeromorning.com/annuaire/boeing/" class="glossaryLink ">Boeing sont en passe de livrer (si tout s’arrange pour l’américain) environ 300 à 350 avions en 2019… Vu de ce jour.
[caption id="attachment_5233" align="alignnone" width="300"] @Airbus[/caption]

Les bonnes intentions vertes du gouvernement sont très subjectives. Avion zero rejet de GES en 2035 et petit hybride en 2030. Mise au rebut des avions anciens, grâce à l’évolution de l’offre verte. Bien sûr c’est très bien, vital, d’aider la recherche. Mais un programme de moteur comme le Leap des A320 et B737 ne s’amortit pas en 10 ans et les technologies pour passer à zero rejet carboné ne sont pas là. Une belle ambition. Mais il ne faut pas se bloquer dessus. Il faut faire confiance. Les pro de l’aéronautique ont montré et veulent démontrer que c’est leur propre intérêt de préserver la planète. Pour préserver le business. Si
Boeing is the world's largest aerospace company and leading manufacturer of commercial jetliners and defense, space and security systems. A top U.S. exporter, the company supports airlines and U.S. and allied government customers in 150 countries. Boeing products and tailored services include commercial and military aircraft, satellites, weapons, electronic and defense systems, launch systems, advanced information and communication systems, and performance-based logistics and training.
Boeing has a long tradition of aerospace leadership and innovation. The company continues to expand its product line and services to meet emerging customer needs. Its broad range of capabilities includes creating new, more efficient members of its commercial airplane family; integrating military platforms, defense systems and the warfighter through network-enabled solutions; creating advanced technology solutions; and arranging innovative customer-financing options.
With corporate offices in Chicago, Boeing employs more than 165,000 people across the United States and in more than 65 countries. This represents one of the most diverse, talented and innovative workforces anywhere. Our enterprise also leverages the talents of hundreds of thousands more skilled people working for Boeing suppliers worldwide.
Boeing is organized into two business units: Boeing Commercial Airplanes and Boeing Defense, Space & Security. Supporting these units are Boeing Capital Corporation, a global provider of financing solutions; Shared Services Group, which provides a broad range of services to Boeing worldwide; and Boeing Engineering, Operations & Technology, which helps develop, acquire, apply and protect innovative technologies and processes.
www.boeing.com" href="https://aeromorning.com/annuaire/boeing/" class="glossaryLink ">Boeing ne parvient pas à refaire vite voler son B737 Max,
Safran est un groupe international de haute technologie opérant dans les domaines de la propulsion et des équipements aéronautiques, de l'espace et de la défense. Implanté sur tous les continents, le Groupe emploie plus de 92 000 collaborateurs pour un chiffre d'affaires de 21 milliards d'euros en 2018. Safran occupe, seul ou en partenariat, des positions de premier plan mondial ou européen sur ses marchés. Pour répondre à l'évolution des marchés, le Groupe s'engage dans des programmes de recherche et développement qui ont représenté en 2018 des dépenses d’environ 1,5 milliard d'euros.
Safran est une société cotée sur Euronext Paris et fait partie des indices CAC 40 et Euro Stoxx 50.
https://www.safran-group.com" href="https://aeromorning.com/annuaire/safran/" class="glossaryLink ">Safran ne pourra s’appuyer que sur son client
[caption id="attachment_5233" align="alignnone" width="300"] @Airbus[/caption]

L’avion à hydrogène cité hier est une belle utopie. Ca marchera peut-être. Quand ? Pour l’instant pas trace de projet sérieux et les tentatives, même pour l’automobile n’ont pas été séduisantes. Quand à la pile à combustible, elle a aussi du chemin à faire avant d’être opérationnelle pour de gros porteurs.

Et justement un mot des gros porteurs. Ils sont tous cloués au sol….Les plus gros comme l’A380, le B747, qui lui est à la retraite, les A340 et les premiers
Boeing is the world's largest aerospace company and leading manufacturer of commercial jetliners and defense, space and security systems. A top U.S. exporter, the company supports airlines and U.S. and allied government customers in 150 countries. Boeing products and tailored services include commercial and military aircraft, satellites, weapons, electronic and defense systems, launch systems, advanced information and communication systems, and performance-based logistics and training.
Boeing has a long tradition of aerospace leadership and innovation. The company continues to expand its product line and services to meet emerging customer needs. Its broad range of capabilities includes creating new, more efficient members of its commercial airplane family; integrating military platforms, defense systems and the warfighter through network-enabled solutions; creating advanced technology solutions; and arranging innovative customer-financing options.
With corporate offices in Chicago, Boeing employs more than 165,000 people across the United States and in more than 65 countries. This represents one of the most diverse, talented and innovative workforces anywhere. Our enterprise also leverages the talents of hundreds of thousands more skilled people working for Boeing suppliers worldwide.
Boeing is organized into two business units: Boeing Commercial Airplanes and Boeing Defense, Space & Security. Supporting these units are Boeing Capital Corporation, a global provider of financing solutions; Shared Services Group, which provides a broad range of services to Boeing worldwide; and Boeing Engineering, Operations & Technology, which helps develop, acquire, apply and protect innovative technologies and processes.
www.boeing.com" href="https://aeromorning.com/annuaire/boeing/" class="glossaryLink ">Boeing B777. Mais dans les mois ou années de reprise, ce sont les moyens modules qui vont avoir la faveur des compagnies. B787 et A350. Un outsider arrivera, l’A321 XLR, (450 commandes déjà) proposé pour occuper les emprises de Toulouse laissées bientôt vacantes par l’A380. Le nom de Jean Luc Lagardère ne devrait pas demeurer. Après tout, il n’a pas gagné son pari, même si l’Avion d’Aerospatiale-
[caption id="attachment_5233" align="alignnone" width="300"] @Airbus[/caption]

Industrie, emploi, économie : c’est très bien. Nous allons mieux l’ordonner : Activité, soutien de l’industrie en attendant et passer le cap, emploi préservé, jusqu’à la reprise, économie, donc, et bien sûr exportations à privilégier également, civiles et militaires. C’est la feuille de route. Et cela offrira au passage les cadeaux verts si attendus mais qui ne doivent pas être des freins mais des récompenses et des soutiens.

Alors réjouissons-nous du succès de Crew Dragon et de ses astronautes qui ont rejoint l’ISS. C’est une bonne nouvelle, Une voie industrielle rouvre ses portes. L’Europe avec
[caption id="attachment_5233" align="alignnone" width="300"] @Airbus[/caption]