Leeham News and Analysis
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A Boeing 787-10 HGW, how good is it? Part 2
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By Bjorn Fehrm
Introduction
March 3, 2022, © Leeham News: Last week, we looked at the predicted performance of a new version of Boeing’s 787-10 with an increased Gross Weight as announced by Boeing (called 787-10 HGW by us). We compared its performance and economics to Airbus’ A350-900, the nearest competitor.
The comparison was over a very long route, LAX to Sydney, where the 787-10 HGW performed well but was limited on the cargo side. Now we fly San Franciso to Tokyo, a more typical route for these aircraft, looking at the performance and operating economics.
Summary
- The 787-10 can perform long routes like LAX to Sydney in the HGW version but has payload limits compared with an A350-900.
- On the typical 10 to 12 hours routes, the 787-10 HGW shows its strengths.
The large twin-aisle and freighter replacement market
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By Vincent Valery
Introduction
Feb. 28th, 2022, © Leeham News: In recent weeks, we compared the 787-10 Heavy Gross Weight (HGW) performance against the A350-900. The 787-10 HGW will impact sales campaigns against the A350-900 and those of larger aircraft, the A350-1000 and 777X, and large freighters.
LNA now analyses the potential replacement market for very large aircraft (seating 350 or more passengers in standard configurations) and large factory-built freighters.
Summary
- Large twin-aisle campaign opportunities;
- Passenger and cargo fleet commonality considerations;
- Large factory freighter operators.
Pontifications: Ukraine impact on commercial aviation
By Scott Hamilton
Feb. 28, 2022, © Leeham News: The clouds are very dark over Ukraine today. The unprovoked invasion of Ukraine by an international autocratic lying amoral thug is horrible. What the implications are for neighboring European countries, the greater Europe, the US, and the rest of the world won’t be fully understood for months.
But reality is reality, and LNA’s focus on commercial aviation must look at things from this perspective—narrow as it is in the context of human tolls underway in Ukraine now. In the dark cloud of the Ukraine crisis, we must look at what the impacts might be on commercial aviation.
HOTR: Putin can shut down commercial aviation, consultant warned
Feb. 24, 2022, © Leeham News: The invasion by Russia into Ukraine could shut down commercial aviation production, a supply chain consultant expert predicted earlier this month.
Kevin Michaels, managing director of AeroDynamic Advisory, a supply-chain consulting firm, warned at a supplier conference Feb. 8 that Russian President Vladimir Putin “could shut down the commercial aerospace business if he chose to do so.”
A Boeing 787-10 HGW, how good is it?
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By Bjorn Fehrm
Introduction
February 24, 2022, © Leeham News: The CEO of Boeing Commercial Aircraft (BCA), Stan Deal, said at the Singapore Air show the company worked on increased gross weight versions of both the 787-9 and -10.
Target is to get the 787-10 to the range of the aircraft it shall replace, the 777-200ER and -300ER. It means more than 7,000nm of range against the 6,400nm of today.
How many tonnes of increased Gross weight does this mean, and what would be the performance compared with the Airbus A350-900? We use our airliner performance model to find out.
Summary
- The 787-10 can grow to a range of over 7,000nm with a modest increase of its gross weight.
- It will be competitive with the A350-900 but for the longest routes in such a variant.
Pontifications: Advice for Boeing in the coming KC-Y campaign
Part 6: The KC-X competition from Boeing’s perspective
By Scott Hamilton
Feb 21, 2022, © Leeham News: Jim Albaugh, the former president and CEO of Boeing Commercial Airplanes and of Boeing’s defense unit, retired from the company in 2012. He oversaw the first competitive bid at the defense unit for the US Air Force KC-X refueling tanker. That was lost to Northrop Grumman-EADS (Airbus) in 2009.
As CEO of BCA, he oversaw commercial efforts to get Boeing’s cost down on the 767-200ER, which formed the basis for what became the KC-46A tanker. Defense won this round against a solo EADS bid. Boeing’s winning price was about 10% below the EADS bid for its A330-based MRTT.
Years removed from Boeing but nevertheless an interested observer with experience on the losing and winning bids, Albaugh has some observations and advice as Boeing prepared to compete against Lockheed Martin-Airbus for the KC-Y campaign that already has unofficially begun.
“Downfall” and “Boeing’s Fatal Flaw”
Feb. 17, 2022, (c) Leeham News: Tomorrow the documentary movie Downfall will be available on Netflix and, probably, Youtube. Unveiled during the Sundance film festival, Downfall is about the Boeing 737 MAX crisis.
The producers’ staff of Downfall contacted me during their research. I told them, among other things, that you had to know what else was going on at the time at Boeing when MAX was launched in July 2011 in order to understand the full context of Boeing during that period. The underlying thesis–that re-engining the 737 and decisions made–wasn’t only about profit, shareholder value, or greed, as many suggested. In fact, Boeing reported a $4bn in 2011 despite the pressures.
- The 787 hadn’t been delivered. It was three years late. Boeing was billions and billions over budget.
- The 747-8 was late and billions over budget.
- The tanker contract had been awarded the previous February with a bid 10% less than Airbus—and as we now know, it, too was late and billions over budget.
- Boeing’s engineering resources were stretched to the point where engineers were diverted to the 787 from other programs and outsourcing engineering work to India and Russia was done. The work from India on the 747-8 was poor and had to be re-done by SPEEA, further straining resources.
The new Boeing freighter, 777-8F, versus Airbus’ A350F, Part 3
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By Bjorn Fehrm
Introduction
February 16, 2022, © Leeham News: Last week, we looked at the operating economics of the Boeing 777-8F and Airbus A350F. Both freighters are new launches over the last 6 months with planned service entry 2025 (A350F) and 2027 (777-8F).
We flew the freighters with the help of our Aircraft Performance Model over a typical freight trunk route from Shanghai to Anchorage at a full load and compared their economics with the present freighter in this class, the Boeing 777F. Readers demanded we fly them with a part load and on shorter routes, so here we go.
Summary
- When we vary the payload and the route length, the economic differences between the freighters stay roughly the same.
HOTR: Consensus that Boeing must launch new airplane in 2023 or 2024
By Scott Hamilton
Feb. 15, 2022, © Leeham News: There is a belief that when Boeing clears out much of its 737 MAX inventory, resumes delivery of the 787, and reduces a good portion of its debt that it will launch a new airplane program.
The Next Boeing Airplane (NBA), as LNA calls it, could be launched in 2023 or 2024, which seems to be a growing consensus.
Consultant Michel Merluzeau, who does work for Boeing on occasion, predicted last week that the NBA could be launched late next year or early the following year. The airplane would be a 225-240 passenger aircraft (two-class) and a single aisle. This is like the Boeing 757—which largely has exited passenger service—and the upper limits of the A321neo. Merluzeau made his predictions at the Pacific Northwest Aerospace Alliance conference.
Impact of 787-10 HGW on the large twin-aisle aircraft market
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By Vincent Valery
Introduction
Feb. 14th, 2022, © Leeham News: Boeing Commercial Aircraft (BCA) CEO Stan Deal announced that the company was working on a high gross weight (HGW) variant of the 787-10 Dreamliner.
United Airlines 787-10. Credit: United Airlines.
LNA later revealed that the maximum takeoff weight (MTOW) increase would also be available on the 787-9. The goal of the increased MTOW is to make the 787-10 more competitive against the A350-900, which currently has a significantly higher nominal range: 6,430 nm vs. 8,100 nm. The 787-10 HGW range should match that of the 777-200ER.
The 787-10 HGW targets replacing larger, older-generation, twin-aisle aircraft still in service, notably the 777-200ER and 777-300ER. Boeing’s primary goal is to prevent customers from ordering the Airbus A350-900 due to a lack of payload-range for the 787-10.
Boeing paused developing the 777-8 around 2.5 years ago, and it is not clear whether the variant will ever enter service. Therefore, without the 787-10 HGW, there would be a sizable seat gap between the 787-9 (290) and 777-9 (414) in the American OEM’s long-range twin-aisle offering. Both A350 variants are in that seat gap.
The arrival on the market of the 787-10 HGW has the potential to affect sales opportunities for the A350 and the 777X. LNA analyses the potential replacement market for long-range aircraft seating 300 or more passengers in this context.
Summary
- Large twin-aisle replacement market;
- 787-10 HGW potential customers;
- The airlines unlikely to order the 787-10 HGW.