Leeham News and Analysis
There's more to real news than a news release.
Al Jazeera dumps “Inside Story” look at 787 documentary
Update, Sept. 15, 12:20pm PDT: We got an email from Al Jazeera America Inside Story saying that Al Jazeera English Inside Story is the one that extended the invitation to appear, not Al Jazeera America Inside Story. If you all are confused, so was I. Apologies to AJA Inside Story.
Al Jazeera America English canceled its planned panel discussion of the documentary by sibling Al Jazeera English of the Boeing 787, aired last week to withering criticism by reviewers, including this column.
AJA’s AJE’s half hour discussion program, Inside Story, was to take a free-wheeling look at the documentary. I was invited, and accepted, a slot on the panel. Even after I pointed out my scathing review, AJA AJE assured me that I was still welcome.
The program was to air Sunday or Monday this week. I received notice in a 3am email Sunday (PDT) that the program had been canceled, although no reason why was given and none was provided when I asked.
I don’t know what the real intent of the program was, though I can guess. AJA AJE was trying to get the IAM and SPEEA unions as the other panel participants, so to me it smelled of validation of the documentary rather than an independent discussion. I have no way of knowing whether the unions accepted or declined and the program was canceled for lack of participants or whether it was canceled for other reasons.
Update, Sept. 15, 8:00 am PDT: AJA AJE says the news director concluded there had been enough coverage of the Boeing story and decided to move on.
However, I had my talking points ready. Here’s what I would have said had the program proceeded:
Ryanair becomes launch customer for 737 MAX 200
This has some additional information from our e-newsletter of Sept. 8. Additionally, Airbus has offered some observations about the 737 MAX 200 (as Boeing often does about Airbus products). We’ve initially confined this critique to our e-newsletter; this will be posted on this website next Monday.
Boeing Sept. 8 announced its launch customer for the 737 MAX 200, the 200-seat version of the 737-8: Ireland’s Ultra Low Cost Carrier, Ryanair.
Boeing announced the program at the Farnborough Air Show and it was only a matter of time before Ryanair, which had yet to order the 737-8, became a customer. The carrier’s CEO, Michael O’Leary, had been agitating for a 199-seat version of the 737-800/8 for more than a year. (At 200 seats, another flight attendant is required.)
The 737 MAX 200 is Boeing’s response to Airbus’ move to reconfigure the A320neo to seat 189 passengers, matching the standard layout of the 737-8. The A320neo-189 is at 28 inch seat pitch, and so is the MAX 200.
Odds and Ends: KC-46A update; A440M in the US; A320neo first flight; Southwest no longer an LCC
KC-46A update: Aviation Week has an update on the status of the Boeing KC-46A tanker. Among other things, first fight has now been moved from June to November at the earliest.
A400M in the US: Airbus thinks it’s possible to sell hundreds of its A400M to the US Armed Forces to replace the Lockheed Martin C-130 and Boeing C-17, according to this article by Reuters.
A320neo first flight: Is the Airbus A320neo first flight going to run behind schedule? Airbus won’t say but Reuters suggests that it might. So does Aviation Week, like Reuters, pointing to an issue with the engine.
Southwest no longer an LCC: Bloomberg writes that Southwest Airlines is no longer a low cost carrier, with Cost per Available Seat Mile now approaching the legacy carriers. Years ago we characterized Southwest as the first legacy LCC, as costs increased, low fares began to disappear (it’s often easier to find a low fare on a competitor today) and routes took it into big city airports previously eschewed.
O’Leary clowns around with acceptance of 349th 737-800
In an industry where dull MBAs now dominate and the likes of Herb Kelleher have long since retired, Michael O’Leary is a breath of fresh air.
O’Leary, CEO of Ryanair, was in Seattle Tuesday for the delivery of the carrier’s 349th Boeing 737-800 and the first one of a massive 737NG order announced last year at the Paris Air Show.
O’Leary, wearing a set of 737 MAX winglets made out of 3D printing by Boeing engineers, nearly pranced around a crowd of Boeing employees before accepting delivery of the aircraft.
Ryanair CEO Michael O’Leary clowns around with Boeing employees at the delivery of the carrier’s 349th 737-800, 9/9/14. Photo by Scott Hamilton
Repeating much of what he said Monday upon announcing an order for up to 200 737 MAX 200s, O’Leary said he had been hounding Boeing for 15 years (on Monday it was 10) to add more seats to the 737-800.
CNAC reunion features surviving WW II pilot, C-47/DC-3
This past weekend we attended a reunion of two of the living pilots, descendents, friends and interested public of the China National Aviation Corp. at the San Francisco International Airport.
We did a detailed write-up for CNN.com. This story and some photos are here.
There was a lot that didn’t fit into the CNN article, for space and for the thrust of the article. In a departure from our usual aviation coverage, we’re sharing the experience below.
Can the A350-800 rise out of its own ashes, like the Phoenix?
The announcement last week that Hawaiian Airlines swapped its order for six Airbus A350-800s for the A330-800neo isn’t a particular surprise, although we thought HA might issue an RFP and open the competition for Boeing.
That it did not may speak as much as to lack of the Boeing 787’s availability as anything else. But Airbus had some advantages going into a replacement for the A358: HA already operates a fleet of A330-200(ceos), so there is commonality between the neo and the ceo, minimal integration costs and the likelihood of additional Airbus incentives to keep HA in the Airbus family.
GE analysis post Farnborough
Our wrap up of Farnborough would be incomplete without looking closer at the world’s leading engine supplier, GE Aviation, which together with partners (like SAFRAN in CFM joint venture) garnered more than $36 Billion in orders and commitments during the show. This figure was only significantly bettered by Airbus ($75 Billion) and it came close to Boeing’s $40 Billion. With such level of business the claim by GE Aviation CEO, David Joyce, that the Airbus A330neo engine business was not the right thing for GE as they have more business than then they know what to do with, was certainly no case of “sour grapes”. Read more
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Posted on July 28, 2014 by Bjorn Fehrm
Airbus, Airlines, Boeing, Bombardier, CFM, Comac, CSeries, Embraer, Farnborough Air Show, GE Aviation, Leeham News and Comment, Pratt & Whitney, Rolls-Royce, Uncategorized
737 MAX, 777, 777-300ER, 777X, 787, A320NEO, A330neo, Airbus, Boeing, Bombardier, CFM, Embraer, Pratt & Whitney, Rolls-Royce