Boeing Co (BA.N) said on Tuesday airplane deliveries rose to 35 in September as it benefited from an uptick in domestic travel
An essential principle: greater air travel volume equals greater number of aircraft being manufactured and delivered to airlines.
This Reuters news report seems to allude that is actual number of travel increase which influences the delivery of aircraft, rather than other factors such as predicted future travel numbers, or planned expansion.
Planning air operations and orders surely takes place over a long time scale (months-years). Orders put in as a airline seeks to expand. Orders cancelled with large reductions in demand or business restructuring.
Avoiding ambiguity, I ask: has any empirical data been collected (and be provided in an answer) analysing the relationship between levels of current air travel and levels of aircraft deliveries. How do the timings of travel numbers vs. deliveries compare? I expect there might be lag between these two variables, but how long is this, across the global or various markets?