Boeing had burned down its initial $8.3 billion in customer concessions for the original 737 MAX grounding to $1.5 billion by the end of 3Q. Analysts estimates for the MAX 9 grounding range from around $50 million if it stretches through next week to $150 million through January. More seriously, cash flow expectations are also coming down from the 2024 consensus around $6 billion ahead of earnings on Jan. 31. For now, the trims are small, but concerns about a potential slowdown in delivery and production rates have some caution that this could expand to as much as $2 billion.