June 26, 2017, © Leeham Co.:
Are the widebodies orders seeing some earlier-than-expected recovery?
Airbus and Boeing said they don’t expect to see a renewed demand for wide-bodied aircraft until around 2022, +/-. But Boeing certainly had stronger-than-expected orders at last week’s Paris Air Show.
The company received orders and commitments for 50 787s and six 777s.
Boeing said it expects new 777 Classic and 777X orders this year.
June 15, 2017, © Leeham Co.: Leeham News and Comment is off to the Paris Air Show.
Coverage will begin Sunday, with several events in advance of the show’s official opening Monday. We’ll be there through Thursday, with the end-of-show press conference by Airbus.
We provided a full preview May 22 for our paywall customers.
Here’s an update, in an abbreviated version:
June 12, 2017, (c) Leeham Co.: Boeing won round one Friday in its price-dumping complaint against Bombardier over its sale of the CSeries to Delta Air Lines.
The US International Trade Commission (ITC) voted 5-0 to continue the investigation. It now goes to the US Department of Commerce to determine whether tariffs should be imposed on the deal, and how much. Delta Air Lines would have to pay the tariffs.
Boeing won this round but the big winner is likely to be Airbus.
June 9, 2017: Boeing received a 5-0 favorable decision from the US International Trade Commission in its complaint that Bombardier dumped its CSeries order with Delta Air Lines at an illegally low price.
The full decision won’t be published until next week.
The press release and some additional information is below.
A Reuters story is here.
A Politico story is here.
June 5, 2017, © Leeham Co.: Bombardier’s activities in China, where the fuselage for the CSeries is co-produced, have been at a standstill.
None of the Memorandums of Understand or Letters of Intent have been converted to firm
orders. A recent news report suggested renewed talks between COMAC, China’s commercial aircraft enterprise, and Bombardier over acquisition of the CSeries program
LNC sat down with Fred Cromer, president of Bombardier Commercial Airplanes, at the annual general meeting of IATA to discuss these and other issues.
June 5, 2017, © Leeham Co.: A decision from the US International Trade Commission
(ITC) about the Boeing complaint of alleged Bombardier price dumping in its Delta Air Lines CS100 deal last April is scheduled to be issued June 15.
Bombardier believes the complaint to be without merit.
Fred Cromer, president of Bombardier Commercial Airplanes, explains why in this interview yesterday by LNC at the annual general meeting of the International Air Transport Association (IATA) in Cancun, Mexico.
June 5, 2017, © Leeham Co.: The prospect of a new generation turboprop airliner remains as elusive as ever.
This is the clear conclusion from Media Days I attended Tuesday through Friday with Pratt & Whitney and Embraer at their respective Florida operations in West Palm Beach and Melbourne.
There are just two major manufacturers, ATR and Bombardier—and the latter is fading fast. ATR now has about 80% of the backlog. Bombardier is down to about two dozen unfilled orders.
June 2, 2017, © Leeham Co.: Embraer today announced enhancements to its new E190-E2 and E195-E2 adding range to the 195 and improving hot-and-high and challenging airport performance for the 190.
John Slattery, president and CEO of Embraer Commercial Airplanes, revealed the improvements during its media days at its Melbourne (FL) facilities.
May 30, 2017, © Leeham Co.: “Boeing’s petition…is unprecedented in its overreach. There have been no…imports and no domestic shipments during the period of investigation. There are no lost sales or revenues. Boeing does not even make a product that competes with the aircraft Bombardier offered in the United and Delta competitions….”
So begins Bombardier’s closing brief in the Boeing complaint before the US International Trade Commission (ITC).