Airbus A380neo not yet a project

July 21, 2015: The London Sunday Times created a stir over the weekend when it headlined an interview with Airbus Commercial CEO Fabrice Bregier that Airbus “commits” to an A380neo project.

Drilling down into the story and checking with Airbus, as well as going back to Bregier interviews at the Paris Air Show and one we did with him at the IATA AGM in early June, it’s clear the Sunday Times was somewhat exuberant in its headline.

Read more

Options for Singapore Airlines to operate direct flights to the US.

By Bjorn Fehrm

Subscription required.

July 20, 2015 © Leeham Co. Last week week we wrote about how Singapore Airlines is in talks with Airbus and Boeing to find a suitable solution for its Ultra-Long Haul airplane needs. Now we go deeper into the subject, looking at the background to the need, the aircraft options and their economics.

We also check if the different aircraft options could open the famous Singapore-New York route again, this time with acceptable fuel economics.

Summary:

  • We explore SQ’s options for US direct traffic, looking at possible aircraft and their fuel economics.
  • The A340-500 flight to New York was stopped because of to high fuel costs. We show what the fuel consumption would have been with the 777-200LR.
  • Should Airbus decide to launch the A350-900LR a specially equipped version could re-open the famous route. We show how and with what fuel gains over A340-500 and 777-200LR.

Read more

Airbus in talks with Singapore for ultra-long range airplane; “A350-900LR” likely

We believe Airbus is close to launching an “A350-900LR” (Long Range) in response to talks with Singapore Airlines for a longer-range airplane.

July 14, 2015 © Leeham Co. Singapore Airlines is in talks with Airbus and Boeing about an Ultra-Long Haul airplane that can fly from Singapore to the US non-stop.

The talks were first reported by Bloomberg News June 17, during the Paris Air Show.

Singapore discontinued the flights to Los Angeles and Newark when rising fuel prices made operation of the Airbus A340-500 used on the trips uneconomic.

Boeing currently has one airplane capable of service to Los Angeles, the current generation 777-200LR, which has a standard range of 8,665nm but not to Newark which is 8,300nm great-circle without the unpopular Additional Cargo-bay Tanks (ACT), any wind or longer range alternate would exceed the capabilities of 777-200LR in standard config. Los Angeles is 7,560nm from Singapore and when flying west the extra range in the standard 777-200LR would be needed to combat the prevailing westerly winds on the mission.

The Airbus A350-900 has a range of 7,900nm when transporting the same 301 passengers as 777-200LR. Boeing’s forthcoming 777-8X has a planned range of 9,300nm but it’s entry-into-service isn’t planned until around 2022.

Read more

Bjorn’s Corner: Electrical flight, how real?

By Bjorn Fehrm

By Bjorn Fehrm

10 July 2015, ©. Leeham Co: We have just witnessed the first solar electrical aircraft, Solar Impulse 2, cross the ocean from Tokyo to Hawaii. Today, Friday, Airbus Group will cross the English Channel with a battery powered electrical aircraft, the E-Fan.

How real is electrical flying? Real enough to make demonstration flights like the one to Hawaii and to Calais. Both these aircraft are technology demonstrators but it is symptomatic that they do these hops now, 2015.E-Fan cross Channel

Airbus Group’s E-Fan aircraft is preparing to cross the English Channel. Source: Airbus.

We live in the years when electrical cars have gone from exotic one-offs to serial produced products, still expensive but more and more practical. Why should not the aircraft industry follow? Read more

Mid-Year pause: warning signs for Airbus and Boeing?

Subscription required.

Introduction

July 9, 2015, © Leeham Co. At the half way point of 2015, there are a number of signs emerging that require some interpretation. Some are signs of caution. Others are Go Slow.

Summary

  • China’s economy is taking a sudden dip. The cargo market is taking a dive.
  • Aircraft orders are off substantially YOY for the first half. Has the order bubble finally popped?
  • Bombardier didn’t get any CSeries orders at the Paris Air Show. Is the program in trouble (still)?
  • Boeing still leads Airbus in wide-body orders; will Airbus fall short by year-end?

Read more

Boeing’s McNerney on 787 costs, obsoleting airplanes

July 8, 2015: Bloomberg News interviewed Jim McNerney, then-CEO of The Boeing Co., June 15 at the Paris Air Show. (McNerney relinquished his CEO title a week later to Dennis Muilenburg.)

Although McNerney got it wrong on the ExIm Bank (he predicted approval before the sunset June 30), the other information he shared is interesting to hear.

  • Current airplanes are being obsoleted at a faster rate than ever before.
  • Volume production is Boeing’s “friend” on the 787, where costs continue to be a concern.
  • Fuel pricing isn’t slowing sales.

The comments about obsoleting airplanes at a faster rate than ever before is a particularly interesting observation. Lessors base much of their business plan on expected useful life of the airplanes, residual values and the ability to sell aircraft for profit before obsolescence. Useful lives typically have been 25 years (before any freighter conversion potential), but the industry has been seeing some scrapping of far younger airplanes, both in the single-aisle and wide-body sectors–and not just for odd-ball airplanes like the Airbus A318. Airbus A319s, Boeing 737-700s, A320s, 737-800s and 777-200ERs have been sent to the scrap heap at relatively young ages that were unheard of a decade ago.

 

Boeing in line for large freighter order

July 8, 2015, © Leeham Co.: Boeing may be close to a large cargo airplane deal that could solve several near-term problems, Leeham News and Comment has learned.

It’s not the 747-8F and the 777F may play only a small part of the transaction.

The plane is the venerable 767-300F, the old lady in the Boeing line up that is chugging along with just 35 in backlog, all for package carrier FedEx.

According to Market Intelligence, FDX is likely to order as many as 50 more 767-300Fs and perhaps up to 10 777Fs, a plane it has previously deferred.

FedEx has a board meeting this month in Seattle.

Read more

Airbus, Boeing YTD orders assessed (Update)

Airbus Boeing Jan-Jun bar chart

Figure 1. Click on image to enlarge.

Update, July 8: In our original post, we omitted 44 Boeing 737NGs from the YTD firm orders. The charts and text have been updated to reflect this information.

July 7, 2015, © Leeham Co. Airbus pulled ahead of Boeing in firm orders through June, and both companies have a number of commitments that were announced at the Paris Air Show that aren’t included in the year-to-date tally.

Airbus leads with single-aisle orders and Boeing leads with widebody orders, but at the half-way point of the year, the contest is far from over. The leads could shift or increase, depending on how the balance of the year goes.

Read more

Pontifications: ExIm reform

By Scott Hamiltn

By Scott Hamilton

July 6, 2015, © Leeham Co. The US ExIm Bank authorization expired last week. As readers know, I’m a strong advocate of renewal of the authorization. Boeing, and other companies, hope reauthorization can be achieved this month.

I won’t restate the reasons I think ExIm should be reauthorized, nor my utter disdain for the right-wing Republicans and Tea Party types who don’t get that the Bank helps Boeing sell airplanes and sustain or create jobs. I’ve written about this many times, and the competitive disadvantage Boeing will have vs Airbus, whose European Credit Agencies will take full advantage of this.

But there are some points on the “other side” to revisit.

Read more

CSeries performance improvement demystified

By Bjorn Fehrm

Subscription required

Introduction

July 6, 2015, © Leeham Co. Bombardier presented a slew of new data for their CSeries aircraft during Paris Air Show. Listening to Bombardier (BBD) officials it sounded like there was only positive news: increased range, better fuel economy, better field performance and lower per seat costs.

We have commented on the released information in two articles when at the Paris Air Show, “Bombardier makes it official: CSeries exceeds advertised numbers” and “CSeries range even better than Bombardier revealed.” We now follow up these articles with an analysis of the furnished figures to reveal how these improved performance figures were achieved.

Aircraft programs use sophisticated modeling tools to understand what performance a finished aircraft will have. A 10% range increase with standard payload from 2,950nm to 3,300nm does not come from any miscalculations with such tools. Nor does it come from claimed lower fuel consumption due to lower airframe drag alone.

There are other contributing factors. Using our proprietary model to identify the factors, we explain how BBD has achieved the claimed higher performance.

Summary:

  • We analyze where the range increase come from and how it affects other performance parameters
  • We also analyze where the improved per seat costs of the CSeries comes from. Lower aircraft costs or other factors?
  • Finally we look at the promised future performance improvements and discuss where these are to find and if they are plausible.

Read more