Unlocking Morocco’s Aerospace Potential with Strategic Capital
The global aerospace industry is in a solid recovery and growth phase: with both civil aviation (air travel) and defence demand rising, the sector is expanding — though it continues to face supply-chain, labour, and capacity challenges.”—Deloitte
Airbus and Boeing Performance
- Deliveries: Airbus delivered significantly
more aircraft than Boeing in 2025. - Orders: Order tracking shows Boeing with 1,173 gross orders versus 1000 for Airbus through end of December 2025.
- Backlog: Backlogs remain large for both OEMs: Airbus has ~8.7 k undelivered jets queued, Boeing ~6.5 k — enough to occupy production for many years.
- The large backlog suggests airlines and lessors are planning fleet renewals and/or expansions over multiple years, which bodes well for long-term production stability (if supply-chain issues are managed).
Trade and Regulatory News
Tariffs on Aircraft, Engines & Parts
Recent U.S. trade measures (including 10% tariffs on imported aircraft and parts) have disrupted the long-standing duty-free regime that underpinned global aerospace supply chains (especially under the 1979 US-EU civil aircraft agreement).
Shifts in Trade Negotiations & Agreements
Some positive movement has occurred — tariff-free terms reinstated in US-EU aerospace trade, and similar deals with Japan and the UK sought to reduce friction and boost exports. Strategic trade tensions — especially involving the U.S. and China — continue to cause supply-chain shifts and production realignments as firms reassess where to build and source products.
Morocco’s Aerospace Industry—What’s Working Today
- The aerospace sector in Morocco is now large and mature: as of 2025, there are about 150 aerospace and space companies operating in the country.
- Export performance is strong and growing. In 2024, aerospace exports reached roughly MAD 26.4 billion (~US$2.9 billion) — up about 15 % from the previous year. In just ten years the sector has more than tripled exports.
- Employment and industrial integration: the sector now employs tens of thousands of workers; many factories produce structural components, wiring systems, interiors, and other aircraft parts — giving Morocco a diversified aerospace-manufacturing base.
- High-value expansion: Beyond basic parts, Morocco is now involved in complex aerospace manufacturing. A recent major milestone: the inauguration of a new engine-assembly and testing complex (by Safran) in Nouaceur, capable of producing and servicing engines (e.g. for the LEAP-1A).
- International manufacturer commitment: Major aerospace firms such as Boeing have expanded investments in Morocco — e.g. one of its suppliers (Casablanca Aeronautique) will produce machined parts for the Boeing 737 MAX program.
All of this signals that Morocco is not just exporting low-value parts — it’s becoming a genuine node in global aerospace supply chains, including some highly technical and high-value segment.
Industry News Affecting Morocco
Alphavest Capital and Boeing Sign MOU to Create Aerospace Centers of Excellence in Morocco
Casablanca—Alphavest Capital, and The Boeing Company have signed a Memorandum of Understanding (MoU) to collaborate in the creation of aerospace centers of excellence (COEs) in Morocco to strengthen the global competitiveness of the country’s aerospace industry.
Under the terms of the MOU, Alphavest Capital and Boeing will collaborate on the development of logistics capabilities as well as establish five COEs for Engineering in Airplane Transport Systems; Tubes, Ducts, Hoses, and Fittings; Complex Standard Machine Parts and Sheet Metal; Secondary Structures, with an emphasis on Composite Parts; Metal Processing and Distribution.
Spirit AeroSystems is Acquired by Boeing and Airbus
Wichita, Kansas—Spirit AeroSystems, one of the world’s largest independent manufacturers of aircraft fuselages, wings, and other aerostructures was sold in December 2025. The company has long been a key supplier to both Boeing and Airbus, producing major components for Boeing’s 737, 787 and other models, as well as Airbus’s A220 and A350 family aircraft.
Boeing has reclaimed Spirit (which it originally spun off in 2005) to bring key manufacturing in-house and improve production quality and supply chain control—especially after production issues on Boeing aircraft. Because Spirit supplied parts to both Boeing and Airbus, regulators required Boeing not to acquire the Spirit operations that serve Airbus to preserve competition and secure Airbus’s supply chain.
Therefore, Airbus has acquired specific Spirit facilities and production sites dedicated to Airbus aircraft, including A350 fuselage section sites (Kinston, NC & Saint-Nazaire, France); A220 wing and fuselage operations in Belfast (Northern Ireland); A321 & A220 components in Casablanca, Morocco; A220 pylons in Wichita, Kansas; wing components in Prestwick, Scotland. The Casablanca plant has been renamed Airbus Atlantic Maroc Aero. It now serves as a strategic manufacturing site for structural components for A321 and A220 aircraft, integrated into Airbus’s global supply chain and supporting production ramp-ups and supply-chain resilience. The investment also underscores Morocco’s growing importance in aerospace manufacturing. (Reuters)