Leeham News and Analysis
There's more to real news than a news release.
PNAA Conference: Airbus says A320 cancellations not as bad as numbers suggest
Feb. 12, 2015: Simon Pickup, Strategic Marketing Director, Airbus, took issue (no surprise there) with Boeing’s Randy Tinseth, VP Marketing, at the Pacific Northwest Aerospace Alliance conference today in Lynnwood (WA), and Tinseth’s barb that Airbus had a record year of 340 cancellations.
One hundred fifty of the A320ceo cancellations were swaps to A320neo orders, so the numbers weren’t as bad as numbers appeared, Pickup says. Read more
Boeing 757 MAX: why its operating economics does not work
By Bjorn Fehrm
Introduction
Feb 12, 2015: In a series of articles during the autumn we covered the replacement scenarios for Boeing’s 757-200 when used for long haul passenger operations. The series also included an interview with Boeing’s head of new airplane studies, Kourosh Hadi, director of product development at Boeing where he outlined what Boeing studied and why.
This week The Wall Street Journal published an article portraying that Boeing seriously considered launching a re-engined 757 as a response to Airbus A321LR. Boeing has since vehemently denied the story and we have given the reasons why it does not make sense for Boeing.
As a complement we show the operational economical analysis that we did at the time of our 757 articles, now updated to the exact modifications suggested by The WSJ, a new engine and new winglets paired with modern avionics.
PNAA Conference: Boeing’s Tinseth dismisses Aboulafia forecast of Airbus A320 dominance; firm ” no” on 757RE
Quotations are paraphrased.
Feb. 11, 2015: I don’t see a 60% market share for our competition (Airbus, single-aisle airplanes), says Randy Tinseth, VP Marketing, Boeing Commercial Airplanes, in his presentation today before the Pacific Northwest Aerospace Alliance in Lynnwood (WA).
Tinseth instead points to the 50/50 deliveries of the A320 v the 737 in 2014.
He was referring to Richard Aboulafia’s prediction that Airbus will have a 60% single-aisle market share through 2024.
PNAA Conference: Boeing’s supply chain chief: we are in a more-for-less world today
The quotations are paraphrased.
Feb. 11, 2015: The reality is that we are in a more for less world now, says Kent Fisher, vice president and general manager, Supplier Management, for Boeing Commercial Aircraft. The reality is that getting paid of technology advances is over. We have to cut costs as a result, he said at the Pacific Northwest Aerospace Alliance conference today in Lynnwood (WA).
JP Morgan aerospace analyst Joe Nadol dies in train-car collision
It is shocking and very sad news that the aerospace analyst for JP Morgan, Joe Nadol, died in that horrific Metro North-SUV crash Tuesday north of New York City.
I knew Joe professionally, though casually, and regarded him as one of the better aerospace analysts. He covered Boeing and was the first analyst to predict the 787 would be late.
All of us who knew Joe must be stunned by this news. I know I am.
Nadol was just 42. He is survived by his widow and three young children.
By Scott Hamilton