We did see MOL make a tremendous deal for NGs that let him change the efficiency profile of his airline since Boeing was desperate for a big deal to keep its production line moving.
The ensuing controversy ensured that could never happen again, so it can be classed as an outlying event.
It could be that in the end IAG's deal for 737s and other new aircraft purchases put it on a new efficiency profile that its competitors can't match.
BCA could actually get some breathing room out of this, as before the C19, the MAX was more or less doomed. Although I am not impressed than even a three year production break will be able to solve enough of the design and regulatory issues to see the 3M8s placed back into service. It is not as though Airbus will be standing still. An A225 would easily be an attractive alternative, as well as adding familial flexibility that BCA functionally will not be able to match until they develop a proper NSA.
But yes, it is possible that not having the pressure -well, only less
pressure in reality- of a running supply chain to manage could help somewhat on this.
"Nous ne sommes pas infectés. Il n'y a pas d'infection ici..."