Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 6. January 24, 2025
- Boeing came close to running out of cash in 4th quarter January 23, 2025
- Hexcel Earnings: Returning to Pre-Pandemic Revenues, Ready for Rate Increases, but MAX Remains A Wild Card January 23, 2025
- GE FY and Q4 2024 Earnings Power Above Consensus Driven By Services While LEAP Makes Durability Strides January 23, 2025
- Earnings: Pay closer attention to the supply chain than to the OEMs January 23, 2025
How SC won the Boeing deal
This 5-page story (when printed out) picked up by several SC newspapers tells how Boeing selected Charleston for Line 2 and it paints a very different picture than the one in the previous post of the Everett Herald… Read More
Boeing talks a sham: newspaper
Update: Boeing spokesman Tim Healy provided this response to us when we asked about the article: “We were utterly serious about reaching an agreement. And we told the IAM quite precisely what we needed from them and when.”… Read More
Dueling Messages: Boeing vs IAM
The spin wars continue. Earlier today Boeing issued a message to employees explaining, from its perspective, why a deal with the IAM could not be reached. A few hours later, the IAM 751 responded. We have both after… Read More
787 Line 2 aftermath
Update, Oct. 30: We’ll be posting our post mortem Monday, Nov. 2. This isn’t the post mortem we’re working on but there is a lot of traffic to this site today, obviously looking for some thoughts, so here… Read More
Wake up call? C’mon
The Seattle Times called Boeing’s decision to locate 787 Line 2 in Charleston a “wake up call.” So did a few others. C’mon. Boeing has been leaving Puget Sound (Seattle) for decades, step-by-step. We predicted in April Line… Read More
In other news: Northrop hints at exiting KC-X competition
We were waiting for this: see this story.
It’s South Carolina
Note: be sure to check below the jump regularly as reaction comes in and is posted below. We have now posted reactions from SPEEA, Snohomish County and IAM 751. We also have Boeing’s internal message to employees. Update,… Read More
787 Line 2 Update, Oct. 28
Update, 11:30 AM PDT: The Boeing Board of Directors is to make the decision on siting Line 2 today or tomorrow–we have somewhat conflicting information. We’re trying for some clarification. Original Post: A flurry of activity erupted last… Read More
Freudian slip?
We’ll see how long it takes for this to get corrected. The headline is “Former Boeing CEO McNerney named to IBM board.”
US questions China aviation subsidies
Here is a story we wrote for Commercial Aviation Online October 26: The US Trade Representative (USTR) has filed a series of questions with the World Trade Organization (WTO) over national, multi-industry state subsidies in China, including the development… Read More
