Gueric Dechavanne, VP of Commercial Aviation Services at Collateral Verifications, raised interesting points on the CSeries and how disruptive it be to the aerospace industry. He sees the CSeries as most likely driving down the value of the A318/9 and 737-3/5/600 first. But clearly even among these models, the impact could be quite disruptive for operators and owners. The idea of re-engining programs comes up but Dechavanne does not see this as much of a threat.

We then go on to take a guess at likely targets for Bombardier and concur the CSeries may end up being a North American focused product - which does create other challenges for Bombardier.