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Introduction
June 18, 2018, © Leeham News: The era of the Very Large Aircraft appears over.
The Boeing 747 passenger airliner, while nominally still offered for sale, is in reality dead.
The Airbus A380 limps along in what may prove to be a vain hope that airport congestion will spur sales next decade.
The next level down, however, doesn’t appear very strong.
Sales of the Airbus A350-1000 stalled at 200 or less for years.
Sales of the Boeing 777X likewise stalled following program launch in 2013-2014. Although the 777X has twice as many orders as the A350-1000, fully 72% of them come from three customers, one of which is in serious financial trouble and may cancel or defer some or all its orders.
Summary
- Orders for the largest Large Twin-Aisle aircraft lag the Small and Medium Twin-Aisles.
- Big 3 in the Middle East are major customers for the 777X, A350-1000. Iran Air also buyer of -1000.
- While Big Twin languishes, small- and medium-twins remain in demand.
Southern state coalition bid likely for Boeing NMA assembly site
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.
The Aerospace Alliance includes Florida, Alabama, Mississippi and Louisiana.
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.
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Posted on June 27, 2018 by Scott Hamilton
air force tanker, Airbus, Airfinance Journal, Boeing, Leeham Co., Leeham News and Comment, Middle of the Market, New Midmarket Aircraft
Airbus, Airfinance Journal, Boeing, Leeham Co., New Midmarket Aircraft, NMA, Southeast Aerospace and Defence Conference
Vertical integration will be a ‘bumpy road’
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.
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Posted on June 26, 2018 by Scott Hamilton
Airbus, Airlines, Boeing, Southeast Aerospace and Defense Conference
Airbus, Airfinance Journal, Boeing, Leeham Co., Oliver Wyman, Southeast Aerospace and Defence Conference
Airbus supplier ownership structure questioned
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.
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Posted on June 26, 2018 by Scott Hamilton
Airbus, Airfinance Journal, Boeing, Southeast Aerospace and Defense Conference
Airbus, Airfinance Journal, Boeing, David Pritchard, Leeham Co., Premium Aerotech, Southeast Aerospace and Defence Conference
Farnborough Air Show: No NMA, unlikely A321 Plus, no Boeing-EMB tie up
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Introduction
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.
Summary
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Posted on June 25, 2018 by Scott Hamilton
Airbus, B/E Aerospace, Boeing, Bombardier, CSeries, Embraer, Farnborough Air Show, Mitsubishi, New Midmarket Aircraft, NMA, Premium
A210, A230, A321NEO, Airbus, Boeing, Bombardier, C Series, CRJ, E-Jet, Embraer, Farnborough Air Show, Mitsubishi, MRJ, Q400
Pontifications: Growing aerospace in the US Southeast
By Scott Hamilton
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.
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Posted on June 25, 2018 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, Delta Air Lines, Middle of the Market, New Midmarket Aircraft, Pontifications, Southeast Aerospace and Defense Conference, United Airlines
Airbus, Boeing, Bombardier, C Series, CS100, CS300, Delta Air Lines, JetBlue, Moxy Airlines, Spirit Airlines, United Airlines
US start-up has a lot of Moxy
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Introduction
June 21, 2018, © Leeham News: A new US airline secured delivery positions for 60 Bombardier CS300s for deliveries from 2020, according to its business plan circulating this month.
No application for certification had been filed with the US Department of Transportation as of last week.
The plan was first reported by Airfinance Journal June 11.
Summary
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Posted on June 21, 2018 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, CSeries, Delta Air Lines, Farnborough Air Show, Premium, Southwest Airlines
737 MAX, A320NEO, Airbus, airlines, Azul, Boeing, Bombardier, Breeze Aviation Group, David Neeleman, Frontier Airlines, JetBlue, Morris Air, Moxy Airlines, Republic Airways Holdings, Southwest Airlines, TAP Portugal, WestJet
VLA era is over; are 777X, A350-1000 too large?
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Introduction
June 18, 2018, © Leeham News: The era of the Very Large Aircraft appears over.
The Airbus A380 limps along in what may prove to be a vain hope that airport congestion will spur sales next decade.
The next level down, however, doesn’t appear very strong.
Sales of the Airbus A350-1000 stalled at 200 or less for years.
Sales of the Boeing 777X likewise stalled following program launch in 2013-2014. Although the 777X has twice as many orders as the A350-1000, fully 72% of them come from three customers, one of which is in serious financial trouble and may cancel or defer some or all its orders.
Summary
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3 Comments
Posted on June 18, 2018 by Scott Hamilton
Airbus, American Airlines, Boeing, Emirates Airlines, Etihad Airways, Premium, United Airlines
777-8, 777-9, 777X, A350-900, Airbus, Boeing, Boeing American Airlines, Emirates Airline, Etihad Airways, S350-1000, United Airlines
Airbus-C Series closing a “positive catalyst,” say analysts
June 13, 2018, © Leeham News: The news Friday that Airbus and Bombardier concluded the deal in which Airbus takes a 50.01% ownership in the C Series program was greeted favorably by two analyst reports LNC saw.
A synopsis of the two research notes are below.
The partnership becomes effective July 1, just two weeks ahead of the Farnborough Air Show.
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Posted on June 13, 2018 by Scott Hamilton
Airbus, Airlines, Bombardier, Farnborough Air Show
Airbus, Bombardier, C Series, CS300, Ethiopian Airlines, JetBlue, Kenya Airways, Moxy Airlines, Spirit Airlines
Airbus risks losing market share if it doesn’t boost A350 production
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Introduction
June 11, 2018, © Leeham News: Boeing is increasing the production rate of the 787 next year from 12 to 14/mo.
Airbus is reducing the production rate of the A330neo from 10 to 6/mo.
With few sales of the airplane last year or so far this year, will demand support a rate hike next year? If so, a decision is needed pretty much now to go forward.
One London-based aerospace analyst tells LNC the top executives say no rate hike will be coming.
Scheduled deliveries may lend a clue.
Summary
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Posted on June 11, 2018 by Scott Hamilton
Airbus, Boeing, Premium, Rolls-Royce
777X, 787, A330neo, A350, Airbus, Boeing, Rolls-Royce, Trent 1000, Trent 7000
Airbus-C Series deal closes July 1; presents challenges for Boeing, Embraer
June 8, 2018, © Leeham News: Airbus assumes its 50.01% majority stake in the Bombardier C Series program July 1, the two companies announced today.
The company is called C Series Aircraft Limited Partnership, or CSALP.
The CS100 and CS300 may be renamed the A210 and A230, according to a previous press report.
A C Series Final Assembly Line will be constructed in Mobile (AL), next to the Airbus A320 FAL, to serve the US market.
Airbus and Bombardier will speak at the Southeast Aerospace & Defence conference June 25-27 in Mobile (AL). The C Series final assembly line will be an extension of the A320 FAL.
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Posted on June 8, 2018 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Embraer
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