Leeham News and Analysis
There's more to real news than a news release.
There's more to real news than a news release.
Merry Christmas and Happy New Year
Ilulissat, Greenland, on Scott Hamilton’s holiday at the beginning of a cruise through the Northwest Passage.
Dec. 23, 2025, © Leeham News: Merry Christmas and Happy New Year from the Leeham News and AIN Media Group.
Barring breaking news, LNA begins its holiday vacation today. We will return on Jan. 2, 2026, with the first in a six week long series of Outlook 2026.
Merry Christmas- and incredible Greenland photo!
Happy New Year for you and your team !!!:=))
Eagerly waiting .1/02 and 2026 Outlook
Merry Christmas Scott, Bjorn and all the crew at Leeham.
All the best for a great year ahead.
Thank you for Your posts in the past year and I wish you a Happy New Year. I look forward to hopefully many sensible and wise comments in the new year.
Happy New Year, everyone!
https://x.com/BoeingSpace/status/2003150938270265782
Some interesting holiday reading from cognitive scientist Gary Marcus:
[Edited. Not relevant to the post.]
News near the y.e.:
> CALC orders 30 additional Airbus A320neo Family aircraft
China Aircraft Leasing Group Holdings Limited (CALC) has signed a firm order with Airbus for 30 A320neo Family aircraft to satisfy strong demand for the aircraft from its customer base.
The agreement is the fifth order with Airbus, bringing the total number of Airbus aircraft ordered by CALC to 282, of which 203 are A320neo Family aircraft.
https://www.airbus.com/en/newsroom/press-releases/2025-12-calc-orders-30-additional-airbus-a320neo-family-aircraft
> Air China to buy 60 Airbus A320neo planes for US$9.53b
Delivery of the A320neo family planes will take place from 2028-2032.
> Two Chinese Airlines Plan Airbus Jet Purchases Worth up to $8.2 Billion
China’s Spring Airlines and Juneyao Airlines on Monday announced plans to buy 30 and 25 Airbus A320-family jets respectively, according to stock exchange filings.
The jets will be delivered in batches between 2028 and 2032.
Yes, 3 Chinese airlines and 1 Chinese lessor ordered a total of 145 A320neo family aircraft in the final days of December.
Remarkable for several reasons:
(1) Orders came piecemeal from individual companies, as opposed to grouped orders (for several recipients) announced by the Chinese Government.
(2) Some news outlets reported that these customers had “paid a premium” to secure earlier slots, starting in 2028. Never heard of such a possibility before — sounds erroneous to me. Perhaps Mr. Hamilton can clarify?
(3) Are these orders subsets of the “imminent 500 aircraft order” prematurely reported by Reuters months ago…or are these something separate?
Happy New Year, everyone 🥳