Boeing Co (BA.N) Chief Executive Dave Calhoun on Thursday said there could be “supply constraints” beginning in the summer after a “more robust” recovery than he expected from the aviation downturn during the pandemic.

Speaking at a Bernstein virtual conference, Calhoun also said he expects Boeing will be able to deliver the “lion’s share” of roughly 100 787 aircraft sitting in inventory due to production defects and weakened demand.

With U.S. leisure travel going “gangbusters” and carriers needing to rehire and rebuild their networks and supply chains, Calhoun pointed to likely “supply constraints for a while

“I think that will mean it’s a healthy recovery and they’ll get back to former pricing levels sooner rather than later,” Calhoun added.

Boeing is working to emerge from a safety scandal following two deadly crashes of its 737 MAX airliner and an air travel collapse during the pandemic.

It is also trying to decide the timing of its next new jet program, a multibillion-dollar dilemma that has sparked an internal debate and put the future of the largest U.S. exporter on the line, industry insiders say.

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