11th 737 MAX on the assembly line as Boeing gears up for delivery next year

Oct. 11, 2016, © Leeham Co.: The 11th 737-8 MAX is already on the Boeing production line at the factory in Renton (WA). This one is for Lion Air, the Indonesian Low Cost Carrier that’s ordered 201 of… Read More

Looking under the hood at the Qatar order

Oct. 10, 2016, © Leeham Co.: Qatar Airways announced an expected order Friday for Boeing 777s and 787s, but surprised with the addition of a Letter of Intent for up to 60 Boeing 737-8s. The latter was characterized… Read More

Pontifications: Airbus, Boeing and Qatar; and more on the WTO

Oct. 10, 2016, © Leeham Co.: Last week ended with an order from Qatar Airways for 30 Boeing 787-9s and 10 777-300ERs. Qatar also signed a letter of intent (LOI) for 60 737-8 MAXes. But that wasn’t the… Read More

Airline assets and lessor assets

Subscription required Introduction Part 1: The Big Two OEMs Oct. 3, 2016, © Leeham Co.: There are airline assets and there are leasing assets. That’s a good airplane but it’s not a good leasing asset. These are the… Read More

Pontifications: Reorganization at Airbus

  Oct. 3, 2016, © Leeham Co.: Airbus confirmed Friday the news reports from Bloomberg and Reuters that a major organizational restructuring of the company is underway. The Wall Street Journal had this report Friday. Airbus Group CEO… Read More

ISTAT Europe 2016: Regional aircraft market

By Bjorn Fehrm September 26, 2016, ©. Leeham Co: We are reporting from ISTAT (International Society of Transport Aircraft Trading) 2016 in Barcelona. The regional aircraft panel, discussing the future for the regional aircraft market, featured Embraer, Bombardier, Mitsubishi… Read More

Boeing positioned to narrow market share gap

Subscription Required Now open to all readers. Introduction Sept. 22, 2016, © Leeham Co.: Early this year Boeing officials began a new message in pushing back against market data that show Airbus captured about 60% of the single… Read More

LCC changes face of long-haul

By Bjorn Fehrm 21 September 2016, ©. Leeham Co: Norwegian has announced that it has now flown its three millionth passenger on their long-haul network. Norwegian first launched low-cost flights from Scandinavia to the U.S. in May 2013,… Read More

Airbus, Boeing cost-cutting

Sept. 20, 2016: Airbus is planning cost-cutting measures to offset program write-offs and delivery delays, according to The Financial Times. One of these delays involves the well-publicized problems with the Pratt & Whitney Geared Turbo Fan engine on… Read More

Weekly analysts report: Reaction to CSeries delivery delays

Sept. 7, 2016: The news that Bombardier is halving its projected deliveries of the CSeries this year because of engine delays from Pratt & Whitney drew commentary from a couple of the analysts whose reports LNC receives. Cutting the… Read More