Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing-IAM contract talks fail, no new negotiations scheduled, no end in sight October 9, 2024
- Boeing 3Q deliveries up despite strike October 8, 2024
- Strike slows Boeing’s march toward improving safety culture October 7, 2024
- Aerospace supply chain still ailing; Sustainable Aviation Fuel isn’t the answer to go green October 4, 2024
- Bjorn’s Corner: New engine development. Part 27. Long developments October 4, 2024
Bjorn’s Corner: The challenges of Hydrogen. Part 13. The supply of Hydrogen
October 30, 2020, ©. Leeham News: In our series on Hydrogen as an energy store for airliners we now address the problem of liquid hydrogen supply for air transport. Before we go into the ecosystem and its costs,… Read More
Airbus stopped consuming cash in 3Q2020
October 29, 2020, © Leeham News: Airbus announced its third-quarter 2020 financial results today. It has achieved convergence of production and deliveries by delivering 145 aircraft in the quarter and 341 since the start of the year. It… Read More
Enhancing the Dreamliner, Part 4: the 787-9 analyzed.
Subscription Required By Bjorn Fehrm Introduction October 29, 2020, © Leeham News: We look deeper at the 787-9, the most successful member of the Dreamliner family. It’s 50 seats larger than the 787-8 but shares the same wing… Read More
Update 2: (adds earnings call information): Update 1: (adds Calhoun on CNBC): Boeing cites grounding, COVID, 787 quality issues in 3Q/9 month loss
Oct. 28, 2020, © Leeham News: Boeing released its 3Q2020 and nine months financial report this morning and, as expected, it wasn’t pretty. Boeing burned through more than $4.8bn in cash during the quarter from losses. Another $262m… Read More
Key Airbus, Boeing supplier sees recovery in 2022
By Scott Hamilton Oct. 28, 2020, © Leeham News: A key supplier to Airbus and Boeing believes there will be a “significant upturn” in passenger traffic and aircraft demand in 2022, well before consensus. Hexcel provides composites and… Read More
HOTR: With MAX nearing recertification, Boeing has bigger problem
By the Leeham News team Oct. 27, 2020, © Leeham News: Boeing’s 737 MAX may be nearing recertification and airlines worry about passenger acceptance. But Boeing’s larger MAX problem is its general product line-up. LNA pointed out the… Read More
Public data doesn’t support Airbus A320 production rate hike
Subscription Required Introduction By Scott Hamilton Oct. 26, 2020, © Leeham News: Airbus’ 3Q2020 earnings call is Wednesday. News emerged last week the OEM is notifying supplies that they should be prepared to increase production of the A320… Read More
Pontifications: Earnings previews Airbus, Boeing; Watching Mitsubishi
Oct. 26, 2020, © Leeham News: It’s earnings call week for Boeing and Airbus. And Mitsubishi Heavy Industries is said to plan an announcement “freezing” development of the SpaceJet. Let’s preview these events.
Bjorn’s Corner: The challenges of Hydrogen. Part 12. Safety
October 23, 2020, ©. Leeham News: In our series on Hydrogen as an energy store for airliners we look deeper at the safety of a hydrogen airliner. Do the safety rules for the aircraft or the airport need… Read More
Enhancing the Dreamliner, Part 3: 787-9
Subscription Required By Vincent Valery Introduction Oct. 22, 2020, © Leeham News: After analyzing the 787-8, we now turn our attention to the following Dreamliner variant that entered into service, the -9. Summary Lessons learned from 787-8 mishaps;… Read More