July 9, 2018, © Leeham News: When Boeing and Embraer announced last week the Memorandum of Understanding to form a joint venture between Boeing and Embraer Commercial Airplanes, writers and analysts jumped on the bandwagon that LNC pointed out as far back as last year.
Additionally, a Boeing partisan sees new trade complaint against C Series.
The full press release is below the jump.
Part 2. LNC visited the Boeing KC-46A Everett Modification Center last month. Part 1 appears here.
July 5, 2018, © Leeham News: Boeing’s contract with the US Air Force for three dozen KC-46A tankers is but the tip of the iceberg.
The USAF’s initial plan is to acquire 179 KC-46As, which was part of the KC-X tanker competition Boeing won after a bitter contest with Airbus and the competing KC-30/KC-330 airplane, based on the commercial A330-200. (For simplicity, LNC will refer to the Airbus as the KC-30.)
There are more than 400 ancient Boeing KC-135s that have to be replaced. Boeing figures it will eventually see the initial 179 aircraft requirement expanded to cover the balance of the KC-135s, although due to budget constraints, last year there were reports the procurement will stop and 179 and the KC-135s will be upgraded.
Then there is the international market. Airbus so far is far and away the winner in this sector. It’s sold 57 to eight customers (including NATO); 29 are in operation. The first one entered service in 2011.
July 2, 2018, © Leeham News: Airbus officially became the majority partner yesterday of the C Series Aircraft Limited Partnership, or CSALP.
Airbus has a 50.01% stake in the LP, with Bombardier and the province of Quebec holding minority stakes.
Things will move quickly, now that Airbus has control.
Airbus is expected to announce a rebranding of the C Series at its July 10 pre-Farnborough Air Show media briefing. An aircraft is in the process of being repainted in Airbus colors for display at the event.
Bloomberg reported in April new names were to be assigned to the CS100 and CS300, probably the A210 and A230 respectively.
Construction of the new C Series Final Assembly Line in Mobile (AL) will begin sooner than expected. This was announced at the Inaugural Southeast Aerospace & Defence Conference in Mobile, organized by Leeham Co. and Airfinance Journal.
By Bjorn Fehrm
June 28, 2017, © Leeham News: Airbus has published more information about the A350-900ULR Singapore Airlines will get after the summer.
The new A350-900 Airport Planning Guide from Airbus shows the A350-900ULR has a deactivated forward Cargo compartment. It’s good for the performance of the aircraft. We explain why.
June 27, 2018, © Leeham News: A coalition of four Southern US states that joined to win the US Air Force tanker contact site location for Mobile (AL) will likely link up again to bid for the assembly line of the prospective Boeing New Midmarket Aircraft, officials of three of the states said yesterday.
An official of an economic development commission for Charleston (SC) said Charleston will also likely throw its hat into the ring.
The comments were made at the Leeham Co./Airfinance Journal Southeast Aerospace & Defence Conference yesterday in Mobile. The conference continues today.
By Laura Mueller
June 26, 2018, © Airfinance Journal: OEMs are targeting a larger piece of aftermarket revenues, but ultimately their airline customers will determine whether a push to vertical integration is the right one, Brian Prentice, a partner at Oliver Wyman told delegates at the Leeham Co/Airfinance Journal Inaugural Southeast Aerospace & Defence Conference in Mobile today.
By Laura Mueller
June 26, 2018, © Airfinance Journal: Airbus-owned, tier-one supplier Premium Aerotec could end up with different owners due to the changing supply chain landscape, Dr David Pritchard, associate professor SUNY Empire State College, told delegates at the Leeham Co/Airfinance Journal Inaugural Southeast Aerospace & Defence Conference in Mobile today.
“I think it will likely be spun off to private equity investors…you need to look at changes in the airframe industry. It doesn’t make sense for Airbus to own it and to own everything,” he says.
June 25, 2018, © Leeham News: Little in the way of excitement is expected at the Farnborough Air Show next month.
Airbus continues to be coy about its response to the NMA. Studies about an A321neo Plus or Plus-Plus have been talked about almost as long as Boeing has been discussing the NMA. More recently, now there’s talk of an A321 XLR.
June 24, 2018, © Leeham News: We’re a week away from the partnership between Airbus and the Bombardier C Series program becoming effective.
Beginning tomorrow, Leeham Co. and Airfinance Journal hold the Inaugural Southeast Aerospace & Defence Conference in Mobile (AL), where Bombardier will be a C Series Final Assembly Line.
The US Southeast will also be a competitor for the site selection of the FAL for the New Midmarket Aircraft (NMA) should Boeing decide, probably next year, to proceed with this new airplane.