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Well, Phil, when we spoke in April, a
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lot of this was fresh, right? But here
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we are in mid July coming off a quarter
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where orders were up 27%
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both in services and in new make engine.
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So, demand continues to be robust. I
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think we've got better clarity as to
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where we're going at least with respect
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to aerospace. We've been advocating, as
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you know, for a return to the
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tariff-free construct in aerospace that
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dates back to 1979. We saw that captured
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in the US UK agreement. We're hopeful
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that that will be replicated in the
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other trade deals that are on the table
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in the days and and weeks to come. Well,
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you were with the president in Qatar uh
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when he announced a massive order not
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just for Boeing wide bodies but
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obviously what more than 400 GE engines
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that will power those aircraft including
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the trip 7X which has yet to be
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certified but are you confident that
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goes into service next year as Boeing is
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planned?
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Well, that was a big day for us in Doha
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to have the president there. Kelly to
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his right, I was to his left announcing
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the largest widebody order in the
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history of the industry. us both both
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our companies. We're thrilled to be
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under wing. We know customers love that
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product. The win rate against
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competition, I think, uh is in the 60%
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range. So, we're working. It'll be the
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most tested engine and aircraft uh in in
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recent memory. And uh we'll leave it to
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Kelly and the and the Boeing team to
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talk about the uh the introduction
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schedule, but we're working hard toward
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that 26th date. But when you talk with
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the president and you say, "Look, the
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the tariff we, you know, the agreement
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that we worked with the UK, we should
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have that worldwide." Are you confident
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that sticks?
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Phil, I'm optimistic. I I I really am.
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When we're talking with the president
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and others in the administration, I
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think there's a real recognition that
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the US enjoys that $75 billion annual
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trade surplus for a host of reasons, not
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the least of which has been this
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tariff-free regime. The president
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himself understands the industry very
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well, right? He had his own airline. He
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flies his own 757.
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He understands this industry, I think,
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in in great depth. And we're uh again
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optimistic that as the other trade deals
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are reached that what we saw in the UK
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agreement will be uh in